You don’t need to learn the hard way. I already did.
I’m Dee Dee Stone, CPA.
A former IRS auditor turned tax strategist, educator, and small business advocate. For nearly two decades, I’ve worked with everyone from new solopreneurs to seven-figure business owners and high-net-worth individuals. What I saw, again and again, was this:
Smart, capable people were building businesses they didn’t feel financially confident running.
They didn’t know how to pay themselves, track expenses, or prep for tax season without second-guessing every step. And no one was teaching them in a way that was simple, direct, and actually helpful.
So I created the Small Business Money School to bridge that gap.
The Mission:
To give small business owners the clarity, confidence, and tools to make smart financial decisions—without paying $375/hour or feeling like they’re bothering their accountant.
Inside the School, I teach the practical stuff:
What you can really write off (and how to keep track—plus, why more write-offs aren’t always the best strategy for your money)
How and when to pay the IRS
What it means to reconcile accounts
How to understand if your business is actually profitable
I believe you’re smart enough to run a business. You deserve to understand how the money works.
My Private Strategy Work:
I still work one-on-one with a small number of clients through Strategic Path Advisors—primarily business owners already earning seven figures who need high-level strategy, structure, and tax-efficient planning for long-term wealth.
This includes:
When it makes sense for your retirement plan to own your corporation
Estate tax planning strategies like GRATs, IDGTs, and other advanced vehicles
Deep analysis of asset titling to minimize liability risk and prevent unnecessary taxes
This work is by private interview only.