Learn how to manage your money so you can price for profit, prep for taxes, and finally understand your numbers.
The Legacy Setup™ is a 6-week, live-taught program where you’ll build out your business finance systems—complete with simple bookkeeping, a budget you can actually stick to, and a tax prep process that keeps you ready all year long.
6-WEEK LIVE TAUGHT GROUP PROGRAM
Still running your business without a financial system to keep it alive?
Keep more of what you earn
Track income & expenses in minutes
Know exactly what to set aside for taxes
Finally feel confident about your money
No one showed you how to manage the money.
admit it...
No one explained how to set up your accounts.
No one showed you how to budget for taxes.
And now you're left second-guessing everything from pricing to what you can actually afford.
You keep telling yourself you’ll “sit down and figure it out”—but there’s always something more urgent.
Meanwhile, transactions aren't being categorized, you're bank account blends business with personal, and you’re never quite sure what you made—let alone what you get to keep.
If you want to keep the business you built,
you can’t keep skipping the part that keeps it alive—your finances.
Still mixing personal and business money and hoping it works out
You don’t need more information.
You need a system—one you can keep up with.
And you need to walk away with it working.
could...
Avoiding bookkeeping so long you don’t know where to start
Guessing if your prices cover your actual costs
Not confident you’re setting aside enough for taxes
Still feeling in the dark about how to own and manage your money
A simple setup that shows you what’s coming in and going out
A working budget that helps you plan, not just survive
A bookkeeping routine that doesn’t eat up your weekend
A tax process that won’t surprise you every quarter
Build a system that keeps your numbers clear, your taxes ready, and your money decisions calm. And you new reality can easily turn into:
A clear view of your profit—and what’s actually holding it back
allow me to introduce...
Live Weekly Trainings
Customizable Templates
Q&A + Coaching Support
Implementation Milestones
Step-by-step instruction to build your financial foundation in real time.
From spreadsheets to calculators—get the tools you need to simplify setup.
Ask questions, get feedback, and stay on track with expert guidance.
Clear weekly action steps to build your budget, bookkeeping, and tax prep system.
If you’re ready to stop winging it and finally feel in control of your business finances—this is your next move.
WEEK 1
Structure & Systems Setup
- Choosing the right entity
- Opening business bank accounts correctly
- Separating personal & business finances
- Selecting your software: Bookkeeping, invoicing, budgeting, tax
- Overview of the 5-part Legacy Builder Blueprint™
- Business Bank Account Checklist
- Financial Software Toolkit
- Entity Structure Snapshot Guide
- Legacy Setup Workbook
Here’s what we’ll cover
inside The Legacy Setup™
Friday, august 15 at 10:00am est w/replay available
WEEK 2
Bookkeeping
Basics
- What bookkeeping is (in simple terms)
- Categories you need: Income, expenses, cost of goods, etc.
- Setting up a chart of accounts
- Monthly bookkeeping workflow
- Common mistakes and how to avoid them
- Sample Chart of Accounts (by industry)
- Monthly Bookkeeping Checklist
- DIY vs Outsource Decision Guide
- Legacy Setup Workbook
WEEK 3
- What a business budget is and why you need it
- Revenue, fixed costs, variable costs
- How to calculate breakeven
- Allocating funds for growth & taxes
- Operating Budget Template (Google Sheets or Excel)
- Breakeven Calculator
- Profit Planning Worksheet
- Legacy Setup Workbook
Budgeting & Profit Planning
WEEK 4
Tax Readiness & Planning
- Types of taxes (federal, state, SE tax, sales tax)
- What triggers taxes and how they’re calculated
- Estimating quarterly taxes
- Due dates and how/where to pay
- Red flag deductions and audit-proofing your finances
- Estimated Tax Calculator
- Tax Due Date Cheat Sheet
- Deductions by Industry Guide
- IRS Payment Instructions
- Legacy Setup Workbook
WEEK 5
Financial Projections & CEO Mindset
- Financial forecasting basics
- Creating realistic monthly/quarterly projections
- Pricing for profit
- Setting money goals that align with business goals
- Starting to think like a CFO
- Financial Projections Template
- Revenue Goal Calculator
- CEO Money Goals Worksheet
- Legacy Setup Workbook
WEEK 6
Strategy
& Wrap-Up
- Light tax strategy (entity selection, retirement, home office, etc.)
- Light investment strategies
- How to maintain financial health year-round
- Optional tools: payroll, bill pay, digital envelopes
- Final Q&A + Personal Financial Map planning
- Mini-Tax Strategy Checklist
- Investment Readiness Scorecard
- Personalized Financial Map Template
- Graduation Certificate
- Legacy Setup Workbook
Friday, august 22 at 10:00am est w/replay available
Friday, September 19 at 10:00am est w/replay available
Friday, September 5 at 10:00am est w/replay available
Friday, september 12 at 10:00am est w/replay available
Friday, august 29 at 10:00am est w/replay available
investment
Choose your financial setup experience:
$697
one-time payment
Includes all resources and live replay trainings for the 6 week period.
$997
group program
6 week live experience
1:1 VIP Intensive
(6 hours)
one-time payment
Includes all resources and 1:1 call recording delivered after call
Financial clarity isn’t optional,
it’s the backbone of a real business.
You won’t just learn how to do your bookkeeping—you’ll actually do it.
You won’t just talk about tax planning—you’ll set it up.
You won’t just think about budgeting—you’ll have one that works.
with this program
this is perfect for you if
this is not for you if
You already have a fully outsourced finance team that does your budgeting and tax prep for you
You’re looking for done-for-you bookkeeping services (this is a done-with-you model)
How do I know if I’m ready to start this program?
We encourage you to apply no matter what. Even if The Legacy Setup™ is not the right fit, the team will do their best to refer you to the right resources for your situation. But if you’re still unsure, keep reading…
Want to clean up your business finances and finally understand where your money is going
Are tired of mixing personal + business money and playing catch-up at tax time
Need to get organized but don’t want to figure it all out from scratch
Crave structure and support without hiring a full-time bookkeeper
You’re not willing to block 1-2 hours per week to do the work
You do not have a business and this is for your personal expenses
The choice is yours.
its possible, you can own your business and own your numbers
Those thoughts of "I'm too busy." "I'm bad with numbers." "I'm scared I'll mess it up." "I don’t even know where to start."
Those are all the thoughts for the exact people I built this program for.
I’ve once had those struggles too. And here’s what it comes down to:
You could spend a long time buying all the mini-products out there, nickle-and-diming your business to death, and waiting for the right piece of information to come along.
OR
You’ll get step-by-step guidance, templates, coaching, and implementation support to walk through every part of this system—no guesswork required.
The only thing you need is a willingness to show up.
Let us help you build the financial foundation your business deserves.
A WORD FROM OUR CLIENTS
Kind Words
"She has given me some amazing tips on saving money and finding money(grants) for my business..."
"Dede has been handling my business’ books for two years. I have not had one complaint; she has always made sure to address any questions or concerns. I am very skeptical when it comes to people helping me with finances, But since working with Dede I have been able to qualify for a home using my business’ income and adopt my beautiful baby boy. She has given me some amazing tips on saving money and finding money(grants) for my business. I have recommended her to all of my family and friends with new businesses and old businesses...and those wanting to start a business. I wish I had her when I started my business but I thank God that I have her now. She is wonderful."
- NICHOLE K , KINGDOM BOUND KIDZ
"We LOVE working with them!"
"Dede and her team are always timely, professional, and adaptable. They are kind, caring, and easy to communicate with. We love working with them!"
- MARINE T OF FIREBIRD
"Highly recommend her services..."
"Working with Dede has been an amazing experience. She and her team make sure you have a full understanding of your financials and really work together to have you taken care of with your business. Highly recommend her services!"
- JARVIS AND BRITTANI M. OF MUSICALITEA
"Amazing detailed oriented service!"
"I recommend them to all of my business associates, family members, and friends. They even helped me with some back office organization. Best Accounting Firm in the business!"
- CHAUN R OF THE SORT SOURCE
"I'm so grateful for investing in my business and trusting their accounting services to deliver my needs..."
"2 years ago I knew that I needed an accountant to help ease my mind when starting a new business. I'm so grateful for investing in my business and trusting their accounting services to deliver my needs. It's been a peace of mind and I owe part of the success of my business to their amazing services!
- JORDAN OF COLORBYJORD
"She has great resources and applies the insight gained from running her own business..."
"Dede Wells with Legacy Accounting has been easy to work with. She has great resources and applies the insight gained from running her own business as well as being adaptable to mine."
- JAKE M OF WHITESTONE DCI
Meet Your Financial Systems Coach
Hi, I’m Dedre Wilson — MBA, Enrolled Agent & Tax Strategist.
I help small business owners and 1099 contractors set up the financial systems they should’ve had from day one. With over a decade of experience in accounting, corporate finance, and tax strategy, I’ve seen what happens when entrepreneurs avoid their numbers, lack of confidence, confusion, and costly tax bills.
That’s why I created The Legacy Setup™ program—to walk you through the exact system I use with clients to organize their money, manage their books in minutes, and stay tax-ready year-round. It's time you stop ignoring your financial structure, and build a financial backend that supports how hard you work.
Ready when you are!
Dedre
Frequently Asked Questions
What if I don’t have a bookkeeper or accountant?
You don’t need one yet—this program teaches you how to get your foundation in place first. When you do hire someone, they’ll thank you.
I’m not a numbers person… will this still work for me?
Absolutely. We break everything down in plain English and teach you the why behind every step, so you’re never blindly following instructions.
How long will I have access to the materials?
You’ll have access to download all recordings, templates, and guides during the duration of the course and for an additional 30 days after you complete it.
What if I can’t make the live calls?
No worries. Every call is recorded and uploaded within 24 hours so you can watch (or rewatch) on your own time.
Is this program only for people making a certain amount?
This is ideal for those earning under $250K/year and still managing their finances solo or with minimal support.
What if I fall behind?
You’ll have access to replays and the workbook, plus a support group to get your questions answered along the way. No rush—just progress.
I make more than $250K—can I still join?
This program is designed for small business owners earning under $250K/year. If you're past that, you may need more advanced tax strategy or financial planning. That said, the foundations we teach will still serve you.
Is this just for solo business owners?
Nope. Whether you're a freelancer, consultant, or small team owner—if you're managing your own finances without a full back office, this is for you.
What’s the difference between this group program and working with you 1:1
The Legacy Setup™ (group):
You’ll learn the step-by-step process with me live each week. I’ll show you exactly what to do, give you the templates, and support you as you set things up yourself. It’s more affordable and perfect if you want to be in control but guided.
1:1 Intensive:
You get my eyes on your business. I walk you through everything in one day and help you get it all set up—live, side-by-side. It’s faster, more customized, and best if you want personal support and less guesswork.
In short:
Want guidance and community? → Join the group
Want hands-on, personalized help? → Book the 1:1
Both experiences provide you with discounted access to the ongoing paid community.
Disclaimer: Dedre Wilson is an Enrolled Agent (EA), not a Certified Public Accountant (CPA). This program is designed to provide financial education and guidance based on her expertise in tax strategy and business finance.
