Most solopreneurs approach taxes like this:
Earn money → Pay expenses → Cross fingers for tax time
That’s not a system—that’s a gamble.
If you’re tired of surprise tax bills and want real financial clarity, here are 3 tools that can help you plan ahead and breathe easier:
1. Profit First (The Book)
Mike Michalowicz’s Profit First flips the standard money formula. Instead of hoping there’s enough left for taxes, you set aside a percentage of every payment—first.
✅ Start now: Open a tax-only bank account and move 15–30% of every payment into it.
No more scrambling come April.
2. Relay (The Bank)
Relay is a free online bank that automates the Profit First method.
✅ Create multiple accounts
✅ Auto-transfer income by percentage
✅ No fees or minimums
👉 Sign up here and get a $100 bonus with your first deposit.
3. Formations (The Back Office Team)
If your revenue is growing, it may be time to bring in pros.
Formations helps with:
- S-Corp setup (and serious tax savings)
- Payroll & bookkeeping
- Annual tax prep & strategy
👉 Book a free consult to see if it’s right for your business.
Bottom Line:
Taxes aren’t optional—but stress and surprises are.
Set up a system now, and thank yourself later.
✅ Save intentionally
✅ Automate everything
✅ Hire help when the time is right
📺 Watch the full video for a walkthrough of how I use these tools in my own business.
