A self-paced course from Catherine Cowart Roe, CPA

I’m Self-Employed… Now What?

Everything nobody told you about running the business you just started.

You started the business. Now you’re the one handling taxes, contracts, bookkeeping, pricing, and every decision in between, with nobody to hand it off to.

Most advice for new business owners stops at the starting line. Register the entity, open the account, get the license. Very little of it covers what happens on day forty, when the paperwork is done and you’re trying to figure out how much of your last payment is actually yours to spend.

This course covers the rest of it.

Forty short video lessons walk through business structure, tax obligations, financial management, operations, and growth, taught by a CPA who works with self-employed clients every day. Every lesson comes with worksheets and checklists you’ll actually use.

By the end, you’ll know what your business needs, where your gaps are, and what to do about them.

This course is built for you if…

You left a job to work for yourself and the logistics are catching up with you.
You’ve been freelancing for a while and things are getting serious enough that “I’ll figure it out later” has stopped feeling comfortable.
You started something on the side and it’s becoming a real business.
You’ve been self-employed for years and never got a clear picture of what you’re actually responsible for.

You’ll get the most out of this if you want to understand your business rather than hand it off entirely. You’ll still work with a CPA and possibly an attorney. This course makes you a better partner to them, and it helps you catch things before they become expensive.

What you’ll walk away with

Clarity on your structure

What a sole proprietorship, LLC, and S Corp actually mean for your taxes and your personal liability, and how to tell when yours needs revisiting.

A tax plan instead of a tax panic

Which taxes apply to you, when they’re due, how much to set aside, and how to stop being surprised in April.

Financial statements you can read

Your P&L, your Balance Sheet, and why a profitable business can still run out of cash.

Systems that reduce the chaos

Workflows, tools, and automation that cut the mental load of running everything yourself.

A framework for growth

How to tell whether you’re ready, which growth levers fit your business, and when to bring in help.

A 90-day plan

A sequenced list of what to fix first, sorted by what actually carries risk.

Enroll Now

What’s included

40 video lessons across 3 modules and 7 topics, most under ten minutes
Written lesson material accompanying every video, so you can read instead of rewatch
20+ worksheets, checklists, and guides, including the Business Entity Comparison Chart, the Annual Compliance Calendar, the Financial Statement Decoder, and the Growth Readiness Self-Assessment
Self-paced access so you can work through it in a week or a quarter
Instant Access from the day you enroll

[$297]

What’s inside the course

40 lessons across 3 modules

Module 1: Setting Up Your Business

Introduction to Self-Employment

Welcome to the Course
What It Really Means to Be Self-Employed
The Roles You Now Wear
Common Mistakes New Business Owners Make

Business Structures & Legal Essentials

Understanding Business Structures
Sole Proprietorships
LLCs
Partnerships
S Corporations
Business Insurance & Legal Protection

Tax & Regulatory Compliance

Income Taxes for Business Owners
Understanding Self-Employment Taxes
Estimated Tax Payments
Sales Tax Basics
Payroll Taxes & Hiring
Tax Records & Documentation
Licenses, Registrations & Compliance
Working With a CPA

Module 2: Managing Finances & Operations

Financial Management

Separating Business & Personal Finances
Paying Yourself
Building a Simple Financial System
Understanding Your Profit & Loss Statement
Understanding Your Balance Sheet
Cash Flow Basics

Operational Efficiency

Why Systems Matter
Essential Software for Business Owners
Building Repeatable Processes
Automation Opportunities
Creating Boundaries & Avoiding Burnout

Module 3: Growth & Strategic Management

Growth Strategies & Scalability

Is Your Business Ready to Grow?
Scaling Without Chaos
Hiring vs. Outsourcing
Avoiding Common Growth Mistakes

Expanding Market Reach

Identifying Your Ideal Customer
Building Referral Relationships
Marketing Through Expertise
Building a Reputation That Generates Leads

Putting It Into Practice

Self-Assessment & Business Checkup
Your First 90-Day Action Plan
Final Thoughts & Next Steps

Your instructor

Catherine Cowart Roe, CPA

Catherine is a CPA and the author of the bestselling No More 24/7. She has spent years working with self-employed people and small business owners, and she built this course around the questions her clients ask most and the mistakes she watches them make.

The owners who struggle usually have plenty of talent and plenty of drive. What they were missing was a clear picture of what they were stepping into.

Questions

How long does the course take?

The videos total roughly [RUNTIME]. Most people work through it over two to four weeks, though it’s entirely self-paced and the material is organized so you can jump to what you need.

Do I need any background in accounting or law?

No. Everything is explained in plain language. The goal is understanding your own business well enough to ask good questions, rather than becoming an expert yourself.

I’ve been self-employed for years. Is this too basic for me?

Modules 2 and 3 cover financial management, operations, and growth strategy, which are where established owners usually find their gaps. If you’ve never been sure whether your entity structure still fits, or you’ve never read your own Balance Sheet, there’s plenty here.

Does this replace working with a CPA?

No, and it isn’t meant to. It makes that relationship more valuable, because you’ll come in with organized questions and a clearer picture of your own situation.

Is this specific to any state?

The tax and compliance material is primarily federal, with guidance on how to find your state and local requirements. Louisiana-specific notes appear where relevant.

What if I’m not ready to start yet?

Access runs [ACCESS DURATION], so you can enroll now and begin when it suits you.

Is there a refund policy?

[REFUND POLICY]