Setting Up Your Coaching Practice

You learned to coach. Nobody taught you how to set up the business the coaching runs on - the entity, the bank accounts, the books, the taxes, the insurance. This is that course.

~30 hours, self-paced 21 modules, 171 lessons Lifetime access
Coach as Founder Entity, money, pros, insurance, taxes - the full operational backbone of a coaching practice, in one place. Taught generically so you can do it in any US state.
Open early access - free.
Enroll now and the course is yours, free, for life - even after we turn on pricing for new founders.
Setting Up Your Coaching Practice - Coach as Founder

Two lessons from the course

What the course is and isn't in a few minutes, then how the six starting-point roadmaps work so you never wonder where to begin.

Lesson 0.1.1 · How to Set Up a Coaching Practice
The identity shift the whole course turns on: from a coach who is starting a business to a founder who builds the layer the coaching runs on.

Lesson 1.1.1 · How to Read the Implementation Roadmap
The answer to "where do I even start?" - six step-by-step maps, one for your exact situation, each pointing to the lessons you need in order.

The rest of the 171 lessons unlock the moment you enroll.

Not a "just form an LLC" video

The people who actually know this work - accountants, attorneys, insurance brokers - sell services, not curriculum. So the only free guidance out there is generic small-business advice that was never written for a coaching practice. This course was.

Generic business advice

A free video, a rule of thumb, and a referral link.

  • "Form an LLC, save 30% for taxes" - one-size rules that don't fit your numbers
  • Written for any business, so nothing maps to how a coaching practice actually earns
  • Sells you one tool or one state's answer, then leaves you to guess the rest
  • Stops at "talk to a professional" - without making you able to hire a good one
This course

The whole founding layer, built for coaches, from zero through your first tax filing.

  • The categories and the math, so you compute your answer - not a number that fits someone else
  • Written for a coaching practice specifically - entity, banking, payments, contractors, taxes, insurance
  • Generic to any US state, with the three factors for choosing yours and where to file
  • Makes you a competent buyer of your CPA, attorney, and broker - 144 templates you keep

From zero infrastructure to an operating practice

Six things you can actually do by the end - not concepts you've heard of, but decisions made and systems running.

01

Choose and file the right entity

Run the LLC-vs-S-corp decision on your own numbers, pick your state of formation using the three factors that matter, and walk through EIN, state registration, and the beneficial-ownership filing without guessing.

02

Stand up clean financial infrastructure

Open the business banking that keeps personal and business cleanly separated, set up a chart of accounts that maps to your tax return, and get a payment processor live so you can issue your first invoice.

03

Hire pros without overpaying or getting it wrong

Become a competent buyer of a bookkeeper, CPA, attorney, insurance broker, and payroll service - the questions to ask, the price ranges to expect, and the red flags that tell you to keep looking.

04

Run year-one tax discipline

Set a tax-reserve methodology you compute yourself, make quarterly estimated payments on time, track deductions to the right Schedule C lines, and reach your first filing with the records already in order.

05

Put your protective layers in place

Bind the errors-and-omissions coverage a coaching practice actually needs (and check the AI exclusion), pick a retirement vehicle type that fits a one-person business, and know where your own work ends and a fiduciary's begins.

06

Walk away with your Founding Pack

The capstone: entity filed, books reconciled, payments live, pros chosen, year-one calendar and tax reserve running. One completed roadmap, instructor-reviewed by Alex Kudinov, MCC - your practice, set up for real.

The whole founding layer, in order

Twenty-one modules, from the decisions you make before you form anything to the annual cycle that keeps the practice running. Watch the diagnostic first, pick your roadmap, then drill into the modules each decision calls for.

~30h
Of content
171
Video lessons
144
Templates to keep
21
Modules
The topical modules are an encyclopedia you return to as each decision comes up - not a video series you binge once. Every layer ends with the type of pro you need, what to ask, what it costs, and the red flags.
00
Orientation & The Six Roadmaps
What this course is, isn't, and where you start
~1.5h · Modules 0-1
How to use the course, the credibility commitments it holds, and six step-by-step implementation maps - one for each common starting situation - so you never wonder which lesson to watch next.
  • What this is and isn't - the work that comes before the coaching, not a substitute for your CPA or attorney
  • The six roadmaps - from scratch, formalizing a sole prop, side practice while W-2, corporate exit, non-US founder, US coach abroad
  • Each map is a numbered sequence pointing to the exact lessons you need, in order
02
Decisions Before You Form
The choices that shape everything downstream
~1.5h · Module 2
Before you file a single form, the decisions that everything else hangs on - and the ones people get wrong by defaulting.
  • Are you actually in business yet? Hobby vs business, and why the IRS cares
  • Solo vs partnership, personal brand vs business entity
  • Naming your practice without painting yourself into a corner
  • State of formation and the residency edge cases that trip coaches up
03
The Founder's Boundary - Find Your Pros
Operator and buyer, never a substitute for a licensed pro
~2h · Module 3
Placed early on purpose. The mental model that keeps the rest of the course from feeling overwhelming: you run the layers you should run yourself, and you become a sharp buyer of the rest.
  • The money-advice line by category - legal, tax, investment, accounting, insurance - and where yours ends
  • Find your bookkeeper, CPA, attorney, insurance broker, and payroll service
  • For each: what they do, what to ask, the price range, and the red flags
  • What you bring to your pros so you pay for advice, not data entry
04
Forming the Entity & Tax Registration
From decision matrix to EIN to S-corp election
~3.5h · Modules 4-5
The mechanics, generic to any US state. The entity types, how to form, and the filings nobody warns you about.
  • The entity decision matrix and LLC formation mechanics, step by step
  • Getting an EIN, state registration, local licenses, and DBA
  • The Beneficial Ownership Information report and multi-state nexus
  • S-corp election mechanics - the math, the threshold, and the maintenance it adds
06
Financial Infrastructure
Banking, bookkeeping, payments, separation discipline
~5h · Modules 6-10
The plumbing that money runs through - set up once, correctly, so it never becomes a year-end mess.
  • Business checking, savings (the tax reserve), and a business card that builds credit, not debt
  • A chart of accounts that maps one-to-one to your Schedule C lines
  • Payments and invoicing - getting a processor live and issuing your first invoice
  • Refunds, chargebacks, disputes, and the separation discipline that keeps the corporate veil intact
11
Paying People
Yourself, contractors, and employees
~3h · Modules 11-12
How money leaves the business - to you and to anyone who works with you - without creating a tax or compliance problem.
  • Paying yourself: owner's draw, reasonable compensation, and the S-corp payroll layer
  • Contractors vs employees - the classification test and why it matters
  • 1099 issuance, contractor agreements, and the ethics of the working relationship
  • What changes the day you hire your first employee
13
Protective Layers
Retirement vehicles and insurance
~3h · Modules 13-14
The layers that protect the practice and the founder - taught as vehicle types and coverage categories, with the clean line to a fiduciary held throughout.
  • Retirement vehicle types for a one-person business - Solo 401(k), SEP-IRA, IRA
  • Why we teach the vehicle, not what goes inside it - that's your advisor's job
  • The errors-and-omissions coverage a coaching practice needs, and the AI exclusion to check
  • Auxiliary coverage and the decision tree for what you actually need
15
Tax, Cash Flow & the Annual Cycle
The hardest module, then the rhythm that makes it routine
~5h · Modules 15-17
The part most coaches dread, broken into mechanics you can actually run - plus the cash-flow and year-end rhythm that turns tax season from a scramble into a checklist.
  • Tax thinking and filing - estimated payments, the Schedule C line by line, year-end
  • A tax-reserve methodology you compute, not a "save 30%" guess
  • Budgeting, cash flow, and surviving the feast-or-famine of a young practice
  • The annual operating cycle - the calendar that keeps it all on time
18
Risk, Special Cases & the Tools Encyclopedia
Audit readiness, edge cases, and the platforms to use
~4h · Modules 18-19
The situations the default path doesn't cover, and the tools you'll actually use - placed last, because the criteria only make sense once you know what you're choosing between.
  • Audit risk, record-keeping for defense, and the corporate-exit transition
  • Non-US founders forming a US entity, and US coaches living abroad
  • The tools and platforms encyclopedia - banking, books, payments, payroll, by evaluation criteria
  • Where updates concentrate, so the topical modules stay durable
20
Course Completion & Your Founding Pack
Resources, certificate, and the capstone deliverable
~0.5h · Module 20
The wrap: your complete resource index, a place to give feedback, and the steps to earn your certificate by submitting the Founding Pack.
  • The full index of 144 templates, checklists, scorecards, and worksheets
  • The Founding Pack capstone - one completed implementation roadmap, instructor-reviewed
  • Your certificate of completion, shareable on LinkedIn

Six roadmaps. One of them is yours.

The reason most coaches stall isn't the work - it's not knowing what to do first. So the course opens with six implementation maps, each a numbered sequence built for one starting situation. Pick yours and the order is decided for you.

Roadmap 1
Forming from scratch

You have the coaching skill and zero business infrastructure. The default map takes you from no entity to a filed, banked, insured practice in order.

Roadmap 2
Formalizing a sole prop

You're already coaching for pay as an accidental sole proprietor. This map cleans up what exists - entity, separation, books - and elects S-corp if the math says so.

Roadmap 3
Side practice while W-2 employed

Coaching on the side of a day job. The map handles the W-2-plus-Schedule-C reality and the withholding adjustments that keep you out of an April surprise.

Roadmap 4
Corporate-exit transition

Leaving a corporate role to coach full-time. The map adds the exit-specific moves - the 401(k) rollover, the benefits gap, the timing of formation around your last paycheck.

Roadmap 5
Non-US founder, US entity

Forming a US entity from outside the country. The map routes through the US-entity specifics and the Stripe Atlas path for international founders.

Roadmap 6
US coach living abroad

An American citizen coaching from overseas. The map layers in the foreign-earned-income exclusion, foreign tax credit, and FBAR notes the standard path skips.

Not sure which one you are? The diagnostic intake walks you through it in the first few minutes and points you to your map - and you can switch maps any time as your situation changes.

Who this is for, and who it isn't

Two quick lists so you can self-select before you enroll.

For you if
  • You can coach, but you've never formed an entity, separated your finances, or thought through taxes for the practice
  • You've been taking coaching income as an accidental sole proprietor and want to make it real before it becomes a problem
  • You're leaving a job to coach full-time and need the operational backbone in place before the first paycheck stops
  • You're a non-US founder forming a US entity, or a US coach living abroad, and generic advice never fits your case
  • You want to be a sharp buyer of your CPA, attorney, and insurance broker - not dependent on whatever the first one tells you
Not the right fit if
  • You want someone to do your taxes or be your accountant - this makes you a competent buyer of those services, not a substitute for them
  • You're looking for marketing, niche, offers, sales, or how to get clients - that's the operator work, covered in Running a Coaching Business
  • You need state-specific legal advice - this teaches the structure generically and points you to your state's agencies and your own attorney
  • You have no US tax or entity ties at all - the mechanics are US-centric, though the founding discipline transfers
  • You want a live cohort with set dates - this is fully self-paced, on your schedule

Built by a founder who has actually done this.

Not "led by" - written, recorded, and reviewed by an MCC who built and runs a coaching practice, and who learned the founding layer the hard way so you don't have to.

Alex Kudinov, MCC
Alex Kudinov, MCC
Co-founder & Managing Partner, Tandem Coaching
ICF MCC

Alex co-founded Tandem Coaching and runs it - the entity, the books, the payments, the contractors, the taxes, the insurance. Direct, pragmatic, and honest about what you should run yourself versus what you should pay a pro to handle. This course is the founding work he wishes someone had handed him on day one: categories and the math, never one-size prescriptions, taught generically so you can apply it wherever you set up.

More about Alex

What you get when you enroll

Self-paced, on your schedule

171 short video lessons across 21 modules. A diagnostic intake and six roadmaps route you to what to watch first. Watch on any device, no live sessions to schedule around.

Lifetime access

No 30-day, 90-day, or one-year limit. The topical modules are an encyclopedia - come back to banking, taxes, or insurance the moment that decision is in front of you.

Certificate of completion

Pass the verification quiz and submit your Founding Pack - one completed implementation roadmap, reviewed by Alex Kudinov, MCC. You get a shareable certificate suitable for LinkedIn.

144 resources to keep

Checklists, scorecards, templates, and worksheets - entity decision matrix, account-opening checklists, pro-selection scorecards, the tax-reserve worksheet, the annual-maintenance calendar, and more. Yours to use long after the course.

What this course is - and what it isn't
It makes you a competent operator of the layers you should run yourself, and a competent buyer of the ones you shouldn't - your CPA, attorney, and insurance broker. It teaches categories and the math so you compute your own answer; it never hands you a number or a single state's path. It is not legal, tax, or investment advice, and it doesn't replace your professionals - it makes you able to hire good ones and know exactly what to ask them.

Enroll free, keep it for life

One short form, no credit card. Your account is set up immediately - you can be in the first lesson, and looking at your roadmap, within 60 seconds.

Enroll now and the course is yours, free, for life - even after we turn pricing on for new founders.

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Before you enroll

Is this really free? What's the catch?

Really free, no catch. We're opening the course at $0 during early access. Pricing turns on for new founders later - and if you enrolled before that, the course stays yours, free, for life.

What we ask in return: your email, and the chance to learn from how you use the material so we can keep making it better.

Will this replace my accountant or attorney?

No - and it's deliberately built not to. The course makes you a competent buyer of those services and a competent operator of the layers you genuinely should run yourself. There's a whole module - placed early - on the boundary: where your own work ends and a licensed pro's begins, for legal, tax, investment, accounting, and insurance.

Every layer ends with the type of pro you need, what to ask them, the price range to expect, and the red flags. You'll spend less on professionals and get more from them, because you'll know what you're buying.

Is this US-specific? What about my state?

The entity, tax, and insurance mechanics are US-centric, but they're taught generically - the LLC structure, the three factors for choosing your state of formation, and the categories of filings - then you point to your own state's agencies for the execution. No "Delaware is best" shortcuts.

There are also dedicated roadmaps for non-US founders forming a US entity and for US citizens coaching from abroad.

I haven't earned anything coaching yet. Is it too early for this?

It's the right time. The course assumes zero business infrastructure on day one - "Are you actually in business yet?" is literally the first decision it walks you through. The earlier you set things up cleanly, the less you have to untangle later.

If you're already taking coaching income informally, there's a roadmap for that too - formalizing an accidental sole proprietorship without making a mess of what already exists.

How long does it take?

About 30 hours of content - but it isn't built to binge. It's an encyclopedia you work through along a roadmap, drilling into a module the moment that decision is in front of you: forming the entity this week, setting up banking next, taxes when the quarter closes.

There's no deadline and no expiry. You set up the practice at the pace the practice actually moves.

What do I actually get at the end?

Three things you keep:

1. Your Founding Pack - one completed implementation roadmap, with your entity filed, banking and books set up, payments live, pros chosen, and your year-one calendar and tax reserve running. Instructor-reviewed by Alex Kudinov, MCC.

2. 144 resources - checklists, scorecards, templates, and worksheets you'll use long after the course.

3. A certificate of completion, shareable on LinkedIn.

How is this different from Running a Coaching Business?

Founder versus Operator. This course - Coach as Founder - is the legal, money, tax, and insurance backbone you set up so the practice can exist: entity, banking, books, payments, contractors, taxes, insurance.

Running a Coaching Business - Coach as Operator - is the work of growing it: niche, offers, sales, B2B sponsorship, and the contracts behind paid engagements. They're a deliberate sequence. Found it, then run it.

Do I need to be ICF credentialed or a Tandem student?

No. This is the business side of practice, not coaching skill, so it doesn't assume a credential or any Tandem program. It assumes you intend to run a coaching practice and want the operational foundation done right.

If you're also looking to earn your credential, that's our ICF Level 1 (ACC) and Level 2 (PCC) programs - separate work, and a natural companion to setting up the practice.