Study, Learn & Grow a Highly Profitable Business!

For Ambitious CEOs

Our Academy is perfect for Businesses with less than $100k in Sales

1:1 Support when You Need it Most

Learn at your own pace with a CPA just an email away

25+ Years of Experience

Utilize our knowledge to lay a strong foundation

The Simple SORT Academy Bundle

What you’ll get…

Simple Sort Handbook

Unlimited Email Support

Less than 72 hour response time (Monday – Friday) from our team who can help you troubleshoot issues or answer questions about QuickBooks Online and general bookkeeping and tax questions

affordable cpa solution course

Quarterly Checkup – 1:1 Zoom Call (1 hour)

(1 meeting every 3 months) – four times a year you will get a 1:1 (60-minute Zoom call) Business Health Checkup with a CPA on our team to ensure your books are in great shape. We will take a look at your QuickBooks Online reports and make recommendations and point you in the right direction if we find items that look out of place or errors that need fixing. You can also use your first call to let us help you set up your QuickBooks company file if you are brand new to QBO. This is YOUR meeting to discuss whatever you need the most help with!

time savings business forms

Access to ALL Pre-Recorded Courses & Guides on this page (see below)

+ ALL future Masterclasses to help you Setup, Operate, Record, and Tax slay a successful business


time savings business forms

Weekly S.O.R.T. Newsletter

Important steps of the S.O.R.T. framework with updates, deadlines, business tips, tax tips and more to make sure you are a well-educated savvy CEO and nothing slips through the cracks.

ALL current courses below are included in the Academy

(but can be purchased separately also)

Click the “Learn More” button below each course for additional information

Simple Sort Handbook

The Simple S.O.R.T. Handbook

The new entrepreneur’s roadmap to Setup, Operate, Record, and Tax slay a successful business.

Simple Sort Handbook

The Affordable CPA Solution Course

The affordable solution to gaining control of your numbers. It’s like having a CPA in your pocket!

time savings business forms

Time Savings Business Forms Pack (Free)

Spreadsheets, Business Forms, and More to help you run your business like a BOSS!


smart financial entrepreneur

The Smart Financial Entrepreneur

6 Week Challenge

The Entrepreneurial Guide to Gaining Complete & Total Financial Control

tax deductions for bloggers

15 Tax Deductions for Bloggers (Free)

Ready to discover how to keep more of your hard earned money? This guide will remind you of forgotten expenses!

The Simple SORT Academy Bundle

Simple S.O.R.T. Academy

The best value! Get all the courses offered on this page as well as every new course and workshop that we create for years to come!


Why Learn With Us?


Taught by Certified Public Accountants

Tap into our 25+ years of Accounting and Tax expertise to learn all you need to know to run your business


Over 350 happy students and clients


Simple Actions Steps

We have courses to help you at each phase of your business journey. We come alongside you exactly where you need help.

Kimberly Bagley cpa

Hey Fellow CEO,

My goal is for you to become a savvy CEO with a clear, concise path that walks you through each step of the business life cycle.

When I had COVID a few years ago and was stuck in quarantine, I took some time to reflect on how I could help my clients in a more meaningful and structured way. And let me tell you, I had a breakthrough! I wanted to offer a more holistic approach to my clients, one that would leave no stone unturned in helping their businesses grow.

I developed this framework–it lays out a step-by-step roadmap for you to follow so you don’t skip or forget any important things that might come back and bite you in the you-know-what later. And I use it with all my clients.

Allow me to introduce you to The Simple S.O.R.T. Method. I created this acronym to answer frequently asked questions from business owners and summarize the journey of a successful company in each stage of its life cycle:

              • Setup
              • Operate
              • Record
              • Tax slay

These four areas of the business life cycle represent the time your business was just an idea, all the way to the scaling stage when you’re busting your tail making a lot of money and paying way more taxes than you ever have before (which is a good sign actually).

But you know you need help reducing that tax bill so you can keep more of your hard-earned money.

The Simple S.O.R.T. Method can help you increase profits and scale a healthy business with a solid foundation in place.

Join me in the Simple S.O.R.T. Academy and let me help you gain that peace of mind and success you are looking for.

See you on the inside!


You can cancel at anytime. No long-term contracts.

*You are responsible for booking your quarterly checkup meeting.

**Please note that checkup sessions and email support does not include tax planning or projections for your individual tax situation. If you would like to get a quote for tax planning or projections, please schedule a call here to discuss with Kim.