Learn the Preparation Path

The Preparation Path is built around understanding the financial concepts, responsibilities, systems, and routines that support a strong financial foundation.

Use the resources below to learn how the financial side of your business works and how the Preparation Path applies to it.

Preparation Path Course

Start with the Preparation Path course for a structured introduction to the financial foundation behind the path.

The course walks through the core concepts and explains how the different parts of the Preparation Path connect.

Articles

Explore articles that answer common financial and tax questions for business owners using the Preparation Path.

Topics cover the practical questions that come up throughout the year, from tracking business activity and managing cash to understanding tax responsibilities and financial processes.