Welcome — How to Use This Module

Qualification Check — Do You Still Pass?

Setting Up the Executive Suite

Adopting the Written Plan

The Employment Agreement Addendum

Building Your Monthly Expense Profile

Using the TaxSherpa Accountable Plan Calculator

The Monthly Cadence (The 60-Day Rule)

Expense Report Template — Documentation Standards

Vehicle Mileage Tracking & Commute Elimination

Processing Reimbursements: Bookkeeping Entries

Personal Credit Card Strategy (Points-to-Profit)

Year-End True-Up (December Close)

Quarterly Distribution Reclassification (Advanced)

Audit-Readiness Checklist

What NOT to Do — System-Breaking Red Flags

Your Monthly Action Items

Implementation Checklist (Start to Steady State)

End of Module