Scale & Business Systems · Automate with AI
Business Finance & Tax Preparation
Organize financial records with AI, prepare for tax filings, and build simple financial models for planning - in partnership with your accountant.
7 lessons · 325 minutes
Before starting: Bookkeeping records or accounting software in daily use
Start courseWhat you walk away with
- Set up invoicing in Stripe, Chargebee, or PayPal with automated collections and overdue reminders
- Track new, expansion, and churned revenue separately instead of one blended total
- Manage cash flow through lumpy revenue cycles with a rolling forecast
- Benchmark your CAC payback against bootstrapped and VC-backed norms
- Spot sales tax and VAT obligations before they become penalties
- An automation map for one repeated handoff, with exceptions, an owner, and a review step. Every artifact saves to your workspace, so you keep it after the course ends.
- A knowledge-check quiz and a visual walkthrough inside every one of the 7 lessons, about 5 hours of guided work.
- Most lessons close with a checklist, template, or do-it-this-week task, so progress shows up in your work, not just in the app.
Invoicing Systems: Stripe, Chargebee, PayPal
Choose and set up the right invoicing tool for your small business to get paid faster and project professionalism -- automate payments, reduce late invoices, and streamline your financial workflow.
Automated Collections & Overdue Reminders
Build a system that recovers late payments automatically -- preserving client relationships and your cash flow without the emotional drain of manual chasing.
Revenue Tracking: New, Expansion, and Churned Monthly Revenue
Learn to break down your monthly revenue into its components to understand your business health - not just where you are, but why you're there and where you're going.
CAC Payback: Bootstrapped vs VC Benchmarks
Learn how to calculate your true Customer Acquisition Cost including your time, understand healthy payback periods for a small business, and identify the highest-leverage actions to improve your cash flow.
Cash Flow Management for Lumpy Revenue
Master the 13-week cash flow forecast and revenue smoothing strategies to survive the feast-or-famine cycles common in small service businesses -- and avoid the cash flow problems that sink 82% of SMBs.
Sales Tax, VAT, and Compliance Basics
Learn when you have a tax obligation and how to set up simple automation to handle sales tax, VAT, and bookkeeping for your small business -- before you get a letter from the state.
Your Finance Dashboard
Build a simple weekly dashboard and routine to replace financial anxiety with control -- a 30-minute Friday review of five key numbers tells you everything about your small business's health.