← KOMPASS funding (Kompass-Förderung)
Accounting and Taxes for Solo Self-Employed People
For solo self-employed people who have been in business for at least two years and want to make their accounting and tax processes efficient, digital, and future-proof. KOMPASS funding requires self-employment as the main occupation.
- Review and optimize existing accounting processes
- Gain legal certainty and confidence in dealing with taxes
- Use digital tools purposefully and develop routines
- Clarity and structure for working with tax advisors and authorities
Learning Objectives
Four learning objectives that you apply to your own receipts and figures: financial management, tax confidence, routines, and digital efficiency.
Financial management
You keep your accounting independently, correctly, and in a structured way.
Tax confidence
You meet your tax obligations competently and communicate confidently with authorities and tax advisors.
Routine optimization
You establish your own monthly and annual routines and thereby save time and money.
Digital efficiency
You work efficiently with digital tools such as Lexoffice or sevDesk.
Who Is the Course For?
You do not need any prior knowledge of accounting or tax law; everything is explained in a practical way. The course is aimed at solo self-employed people who have been on the market for at least two years, employ at most one full-time equivalent, and run their self-employment as their main occupation.
Service providers and freelancers
You want to keep receipts, invoices, and deadlines under control without a backlog.
Creatives and coaches
You want to handle the small business regulation (Kleinunternehmerregelung), VAT, and your invoices in a legally compliant way.
Retail and skilled trades as a solo business
You want to keep an eye on income, expenses, and liquidity every month.
Self-employed people with a tax advisor
You want to simplify the data handover to your tax advisor and lower your costs for it.
Course Structure and Content
The course comprises four days, each with 5 hours of live instruction and 1.25 hours of self-study.
Day 1 · Rethinking accounting: strategy, structure, and mindset (5 hours)
Situation analysis: where do you stand, what already works, what does not? Overview of the cash-basis profit calculation (Einnahmenüberschussrechnung), obligations, and deadlines for advanced users; optimizing receipt organization, paperless and efficient; comparing and selecting digital tools with decision support. Self-study: reflection sheet and checklist “My current accounting routine” (1.25 hours).
Day 2 · Income, expenses, and receipt capture: advanced application (5 hours)
Sharpening the income-and-expense logic; typical mistakes and how to avoid them; tools in practice: use, automation, interfaces; preparation for tax-relevant topics. Methods: tool demos, group exercises, practical examples. Self-study: practical exercise “Managing receipts digitally and categorizing them automatically” (1.25 hours).
Day 3 · Designing invoices and taxes smartly (5 hours)
Invoice design: mandatory details, branding, legal protection; small business regulation or regular taxation: what suits you? Overview of income tax, VAT, and, where applicable, trade tax (Gewerbesteuer); tax pitfalls and workable solutions. Self-study: create an invoice template and analyze a tax case (1.25 hours).
Day 4 · Annual planning and working with your tax advisor (5 hours)
Deadlines, advance payments, and annual planning; data handover to your tax advisor: what is really needed? Liquidity overview and reserve strategies; tools for financial planning and monthly routines. Self-study: fill in a financial overview and plan an annual review (1.25 hours).
Time Overview
Total time
25 hours
Live instruction
20 hours
Breaks
integrated
Self-study
5 hours
Reviewed by a Qualified Body & Eligible for Funding
Your advantage with KOMPASS: course fee €1,250, your personal contribution with KOMPASS funding €125. Included: live coaching and certificate of participation.
| Original price | With KOMPASS funding | |
|---|---|---|
| Live coaching |  | |
| Certificate of participation | | |
| Course fee | €1,250 |
- We support you with the application
- The course provider is UW Unternehmensweg GmbH, an AZAV-certified training provider (provider approval Z-000392-2); the course has been reviewed by a qualified body (fachkundige Stelle) and is eligible for funding through KOMPASS
- Funding is available nationwide; the course takes place online
How the funding works
- Consultation: You arrange a free consultation at a KOMPASS contact point (Anlaufstelle); we tell you the nearest one.
- Qualification plan and qualification voucher: The contact point creates a qualification plan with you; if the course fits your needs, you receive the qualification voucher (Qualifizierungsscheck).
- Registration: You register with us using the voucher.
- Participation and reimbursement: After the course you receive the certificate of participation; the program reimburses up to 90% of the course fee, at most €4,500, and your personal contribution is €125.
The KOMPASS contact point decides on the funding; there is no legal entitlement.
Book a free funding consultation
Instructor
Tatjana Pichlmeier-Radojevic
Diplom-Kauffrau (FH; university of applied sciences degree in business administration) and entrepreneur with more than 24 years of experience in auditing, risk prevention, and digital process optimization. Her focus areas are start-up consulting, introducing efficient digital processes, funding advice, accounting, and organizational and project management. She is listed in the BAFA register of consultants and cooperates with several educational institutions.
Areas of expertise:
- Start-up consulting and business model development
- Digital process optimization and organizational management
- Funding advice and financial planning
- Accounting and legally compliant self-employment
- Building structure and efficient business processes
Role in the course:
Tatjana leads the courses “Accounting and Taxes” and “Self-Employed and Self-Confident” in terms of content and method. She structures the content in a practice-oriented way, contributes templates and tools, and guides you through all topics with expert advice, targeted exercises, and clear structure.
And This Is What Our Customers Say
“I had Mr. Deuble as my consultant and was extremely satisfied. He was always there with help and advice, could respond to my individual needs, and was always flexible. I can only recommend him! In the end I received my grant without any concerns and therefore recommend him. Thank you very much 👍”
Mathios I.
Owner, manufacturer of
dietary supplements
“Mr. Deuble helped me a lot. He is very competent and friendly, always has advice, and takes good care of his customers. Exemplary, I can only recommend him.”
André G.
Owner, cleaning service provider
I had the pleasure of taking part in personal coaching with the owner, Mr. Pavel Deuble, which prepared me for my future self-employment. I would like to thank him from the bottom of my heart for this extraordinary coaching. His approach and his commitment far exceeded my expectations. Mr. Deuble always responded to my personal needs and priorities, and thanks to his flexibility we were able to get the maximum out of the coaching together. He even continues to support me beyond the coaching, which is not a given and should be appreciated. I am extremely grateful to Mr. Deuble and can recommend his coaching to anyone looking for professional support on the path to self-employment.
Melih Orhan
Accounting firm
Unique service, super friendly, always reachable. Mr. Pavel was always at our side with help and advice when we started our business. Everything was handled very professionally and reliably! I can only recommend him 100%!!
Alireza Dehhagi
Hospitality
We can only recommend Unternehmens-Werk! Besides competent advice in every area of starting a business, Mr. Deuble was always willing to listen and supported us with help and advice. We would like to thank you again warmly for the great support!
Sebastian Brück
Own Water
Very satisfied. Very good advice and help with creating the business plan.
Benni Bublak
Independent Trailrunning Media GmbH
The Unternehmenswerk team advised me with great competence on all my questions and supported me in creating the business plan and applying for the start-up grant. It was approved today! 🙂 Thank you so much for your support 🙏 You are great!
Teresa Bach
SEO agency
I got to know Unternehmens-Werk through a program of the Employment Agency (Agentur für Arbeit). I immediately felt very well taken care of. I needed support with questions about self-employment, and my existing side business was examined closely. I am very glad to have been put in touch with Unternehmens-Werk. With the one-on-one coaching I can now look to the future with peace of mind and face the new tasks. My special thanks go to Mr. Deuble
Thomas Sperrhake
Hufservice Sperrhake
Mr. Deuble was my coach when I started my self-employment and always supported me with help and advice on taxes, financing, and everything else that goes with it. Thanks to his help and the help of his team, I now feel ready and confident to take the step into self-employment.
I am absolutely satisfied with the professional competence, friendliness, flexibility, professionalism, and patience shown to me, above all by Mr. Deuble. With his empathetic skills he even managed to convince me that, for example, taxes can be interesting. 🙂 All in all, absolutely recommendable.
Christina Viehmann
Mein Kleeblatt-Bioladen
Pavel was my coach in the start-up seminar. As a person and as a coach, 5 ⭐ ⭐ ⭐ ⭐ ⭐ stars. His knowledge of founding, financing, and everything to do with the authorities is extremely deep. He is rock solid in the subject.
All agreements are processed very quickly, and it is simply a lot of fun to work with Pavel.
He is also a very good conversation partner and listener. I am very glad that he found a free slot for our training.
Pavel, I thank 🙏 you and your team for the great work.
With best regards from Bielefeld!
Roman Lewakow
Amazon seller
Absolutely professional, helpful, and friendly. The content that is taught is also conveyed perfectly. Everything went to my complete satisfaction. Highly recommended.
Stefan Kunz
Photographer
Great, can only be recommended, navigates you safely through the start-up jungle
Karsten Kunde
Business consultant
Super friendly and competent advice, highly recommended, especially Mr. Deuble!! 👌🏽 Best regards
Benjamin Gergin
Jeweler
Frequently Asked Questions
How does the funding work?
The course is eligible for funding through the KOMPASS program (ESF Plus): up to 90% of the course fee is reimbursed after participation; your personal contribution is €125. Requirements are a consultation at a KOMPASS contact point, a qualification plan, and the qualification voucher before the course starts. The contact point decides on the funding.
Do I need prior knowledge?
No. The course does not require any accounting or tax knowledge; it builds on your current routine and introduces the tools step by step. If you already use accounting software, bring your access with you.
How do I take part?
You register directly with us or first book a free consultation about dates, funding, and course content.
Not a solo self-employed person? For companies with more than one full-time equivalent employee: BAFA-funded consulting