Your complete guide to setting up and managing your business finances like a certified professional. In this free ebook you’ll learn how to:

  • Write a business plan that you’ll actually use.
  • Select and setup the right business structure to meet your needs.
  • Navigate business taxes.
  • Understand what your financial statements mean and how to maintain them.
  • Choose the best accounting support.

Chapter Previews

01 Business Plan

What is your business purpose? Revenue streams? Expenses? Target market? These answers will dictate every move you make in your business!

02 Entity Types

Learn about the different legal and tax ramifications to choose the best business structure for your situation.

03 Entity Set-Up

Yay you picked an entity! Now you need to set it up!

04 Taxes 101

Everything you never wanted to know about taxes but now need to because you are self-employed.

05 Financial Literacy

Take ownership of your financials and learn about budgeting, forecasting, and cash-flow management.

06 Accounting Systems

Pick the best accounting system for your business size.


Post Categories:

eBook, Resources

DISCLAIMER: Investment Design Management LLC (“IDM”) is a registered investment adviser in the State of Oregon. IDM and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by the State of Oregon. IDM may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. IDM’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law.

Accordingly, the publication of IDM’s website on the Internet should not be construed by any consumer and/or prospective client as IDM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from 'IDM'. Individualized direct responses to a prospective client that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption from registration in the state where such prospective client resides.

For information pertaining to the registration status of IDM, please contact the United States Securities and Exchange Commission on their website at or the state securities law administrators for the State of Oregon. ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD-PARTY WEBSITE LINKED TO THIS WEBSITE.