Crest

── Core Pathways ──

Choose Your Path

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Each pathway is a complete journey from zero to launch — built to create real income, not just credentials.

PATHWAY 01

Tax Preparation & Tax Business Pathway

From zero experience to tax-ready professional and business owner.

Who This Pathway Is For

  • College students and working adults seeking an income-producing skill
  • Entrepreneurs and side-hustlers
  • Bookkeepers adding tax preparation services
  • Anyone who wants a practical, seasonal or scalable business

What You'll Be Able to Do

  • Prepare individual (Form 1040) tax returns
  • Prepare simple small business returns (Schedule C)
  • Understand filing status, dependents, credits, and self-employment basics
  • Use tax software to prepare and e-file returns (brand-agnostic)
  • Design and launch a basic tax preparation business

“This pathway moves you from learning taxes to earning with taxes.”

Start This Pathway
PATHWAY 02

Bookkeeping & Financial Systems Pathway

Build the systems businesses depend on and launch a year-round service firm.

Who This Pathway Is For

  • Aspiring bookkeepers and accounting support professionals
  • Business owners who want control of their finances
  • Tax preparers building year-round income streams

What You'll Be Able to Do

  • Manage daily bookkeeping with confidence
  • Use modern cloud bookkeeping tools
  • Handle AP, AR, payroll, sales tax, and inventory
  • Perform reviews and cleanups
  • Launch and price a bookkeeping business

“This pathway trains you to become indispensable to business owners.”

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PATHWAY 03

Business Finance & Legacy Planning Pathway

Build generational wealth, protect assets, and leave a financial legacy.

Who This Pathway Is For

  • Business owners who want financial mastery
  • Entrepreneurs building for the long-term
  • Professionals planning for generational wealth

What You'll Be Able to Do

  • Understand entity structures and tax strategy
  • Manage business financial health
  • Create organized records that support succession
  • Understand basic trust and estate planning concepts
  • Build a legacy blueprint for your business

“This pathway connects daily financial skills to lasting generational impact.”

Start This Pathway

Ready to Start Learning?

Browse the full course catalogue and begin your pathway today.

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