Business
Business Advanced
Scale profit, systems, and freedom without building a payroll
For established owners: systemize delivery, automate with software, outsource to contractors, master your financials, and grow profit without hiring employees.
Coming soon
The full curriculum below is finalized and the video lessons are being recorded now. Enrollment opens as soon as the course goes live — reach out through the contact page and we'll let you know the moment it's ready.
Notify me when it launches →About this course
Business Advanced is built for owners who are past the startup phase and want more profit and more freedom without adding employees. You will document and systemize your operations, build an automated software stack, offload work to contractors and done-for-you services, read and act on your financial statements, forecast cash, optimize taxes and owner pay, tighten contracts and compliance, build a predictable sales pipeline with recurring revenue, and grow at a pace that does not burn you out. Eight modules, forty lessons.
Curriculum
Systems That Run Without You
- —Mapping Every Process in Your Business· 14 min
- —Writing SOPs People Can Actually Follow· 15 min
- —Checklists and Templates as Leverage· 12 min
- —Standardizing Client Delivery· 13 min
- —Measuring and Improving Your Systems· 13 min
Automation and Software Leverage
- —Choosing Your Core Software Stack· 14 min
- —Automating Lead Capture and Follow-Up· 15 min
- —Automating Onboarding, Delivery, and Billing· 14 min
- —Using AI Tools as Leverage· 15 min
- —Connecting Tools Without Code· 14 min
Outsourcing Without Hiring
- —Deciding What to Offload· 13 min
- —Contractors, Agencies, and Done-For-You Services· 14 min
- —Contractor vs. Employee: Staying Compliant· 15 min
- —Writing Scopes and Managing Outcomes· 14 min
- —Building an Outsourcing Bench· 12 min
Financial Statements and Cash Flow
- —Reading Your Profit and Loss· 15 min
- —The Balance Sheet and What You Own· 14 min
- —Cash Flow Forecasting· 16 min
- —Getting Paid Faster· 13 min
- —Budgeting, Reserves, and Credit· 14 min
Profit, Taxes, and Paying Yourself
- —Paying Yourself Properly· 13 min
- —Profit First and Margin Discipline· 14 min
- —The S-Corp Election Decision· 15 min
- —Tax Strategy Beyond Deductions· 15 min
- —Working With a CPA and Bookkeeper· 12 min
Contracts, Compliance, and Risk at Scale
- —Upgrading Your Client Contracts· 14 min
- —Intellectual Property and Trademarks· 13 min
- —Data Privacy and Customer Information· 14 min
- —Annual Compliance Calendar· 12 min
- —Business Continuity and Exit Readiness· 14 min
Sales Engine and Recurring Revenue
- —Building a Predictable Pipeline· 14 min
- —Positioning to Win Better Clients· 13 min
- —Proposals That Close· 15 min
- —Creating Recurring Revenue· 14 min
- —Retention, Referrals, and Client Growth· 13 min
Growing Without Burning Out
- —Capacity Planning for a Solo Business· 13 min
- —Productizing Your Expertise· 14 min
- —Choosing What Not to Do· 12 min
- —Time Blocking and Deep Work· 13 min
- —Sustainable Growth and Knowing When to Stop· 13 min
Instructor: Dr. Shannon Springob