Entrepreneur Approved

For entrepreneurs who want to get smart about money.

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Lorilyn Wilson, CPA
15 +
Topics Covered
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260 +
Video Lessons
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10,000 +
Hours Watched
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30,000+
People Reached

Unlock proven strategies to help scale your business and finances (no jargon).

Entrepreneurs are using the Carry Lab to help them:

Master key topics like tax savings, cash flow management, and business growth systems.

Access step-by-step courses, tools, and resources created specifically for entrepreneurs.

Learn at your own pace with 100% online content designed to fit your schedule.

And all for less than your Netflix subscription!

How to Create a Financial Forecast
Tax-Saving Strategies for Real Estate Investing
How to Leverage the Mega Backdoor Roth

If finding $12,000 took just one question, would you ask it?

Imagine this: you sit down with your accountant and ask a single, simple question—one that uncovers $12,000 in tax savings you didn’t even know you were missing. No extra work. No complicated strategies. Just knowing the right thing to ask.

Here’s the truth— every year, so many entrepreneurs will leave money on the table. And it’s not because they’re careless or “bad” with money. but because they just don’t know where to look.

At Carry Lab, our goal is to make finding those hidden opportunities more accessible with step-by-step guidance and educational resources.

Join Now

YES to the ██████!! I finally switched last year and got a $29,000 tax refund 🔥

Ann Kemery

Entrepreneur

How Carry Lab works

No finance degree needed—Carry Lab equips you with simple step-by-step guides,  templates, and expert-led masterclasses to help you master money as an entrepreneur.

 

Get Instant Access to Carry Lab

Join for just $19/m, cancel anytime.

FAQ

What do I get with a Carry Lab membership?

Members gain access to a comprehensive library of courses, tools and resources, flexible on-demand learning, and special invites to live events. Plus, you can look forward to even more new content unlocking throughout the year.

What is the cost of membership?

Membership is $19/m (cancel anytime) or save by going annual!

Who is Carry Lab designed for?

Carry Lab is perfect for entrepreneurs, solopreneurs, small business owners, startup founders, and anyone eager to improve their financial literacy, reduce taxes, and grow their business.

Can I cancel my membership?

You bet! You can cancel your membership at any time (and if you happen to change your mind within 14 days of your initial purchase of an annual plan, we offer a money-back guarantee).  

What topics do the courses cover?

There's a ton of amazing content waiting inside for you! That includes topics like:

  • Personal finance
  • Tax planning and tax saving strategies
  • Investing (including angel investing and real estate)
  • Maximizing credit card points and miles
  • Equity compensation
  • Raising money from VCs (and other helpful tips for startup founders)
  • And more!

Are the courses beginner-friendly?

There's something for everyone! Our content caters to all experience levels, from beginners to more advanced topics. Each course will have its level listed to help you decide which would be the best fit for you.

How is Carry Lab different from Carry Basic or Pro?

Carry Lab is an education-only product designed to help entrepreneurs and modern professionals better grasp personal finance and tax optimization. Investment products and services are not included in Carry Lab. If you're interested in opening a retirement plan or investment account,please see Carry Basic or Carry Pro.

What if I have other questions?

No problem! Send an email to lab@carry.com and we'd be happy to help.

Still not 100% sure if Carry Lab 
is the right fit for you?

Jess Catorc

Co Founder, Carry Lab


January 22, 2025


If you’re still reading, I’m guessing you have a few questions about Carry Lab. Maybe you’re wondering if it’s really worth your time or money.

Can I be honest with you?

Over the past decade, I’ve worked closely with entrepreneurs. Time and again, I’ve seen the same moment unfold...

You sit down at your desk, take a deep breath, and face the numbers.

The bills.

The taxes.

The profits that never seem to stretch as far as you’d hoped.

And then, that sinking feeling hits you—the nagging fear that maybe, just maybe, you’re doing it all wrong.

It’s like there’s some secret that everyone else knows about managing their finances, but no one shared it with you.

If you’ve ever felt that way, let me tell you two things:

  1. You are not the only entrepreneur who feels this.
  2. And more importantly, it’s not your fault.

Why is managing money as an entrepreneur so hard?

It's because running a business doesn’t come with a playbook.

No one sits you down and says, “Here’s exactly how to structure your finances so you can keep more of what you earn.”

Instead, you’re left to figure it out on your own—paying taxes and hoping your CPA catches everything, grinding through late nights, and trying to build something meaningful while financial planning falls to the bottom of your to-do list.

But here’s the good news:

There’s a fundamental shift happening in how successful entrepreneurs approach their finances.

It’s a shift that turns anxiety into confidence, confusion into clarity, and profits into sustainable wealth.

I believe that most of the entrepreneurs who are thriving today aren’t necessarily working harder—they’ve just uncovered something most business owners never learn:

How to make their money work as strategically as they do.

The Missing Playbook

When you understand how to structure your finances properly, everything changes:

  • Tax bills that used to feel overwhelming become manageable—and even work in your favor.
  • Financial decisions that used to feel paralyzing start to feel straightforward.
  • The constant worry about “doing it right” disappears, replaced by clarity and control.


This transformation isn’t magic. It’s methodology.

It’s what happens when you finally get access to the financial playbook that successful entrepreneurs use—but nobody teaches.

And that’s exactly why we created Carry Lab.

Inside Carry Lab, you’ll gain the systems and strategies that successful entrepreneurs use to:

  • Structure their finances for maximum tax efficiency (no tax expertise required).
  • Make confident financial decisions using proven frameworks—not guesswork.
  • Scale your business through strategic planning—not luck.


But Carry Lab isn’t just education. It’s a shift in how you think about and handle money in your business.

Here’s What That Means for You:

  • Instead of wondering if you’re missing crucial tax deductions, you’ll know what you qualify for and how to claim it.
  • Instead of feeling overwhelmed by financial decisions, you’ll have access to clear, expert-designed frameworks.
  • Instead of piecing together advice from random blogs and podcasts, you’ll have a structured, guided path forward.


It’s about having the right guidance, at the right time, from people who’ve walked this path before.

How to Join Us


Get access to the full Carry Lab experience for just $19/month, cancel anytime.

This includes:

  • Expert-led courses (including topics like taxes, personal finance, and investing)
  • In-depth guides and templates
  • Special invites to live workshops throughout the year
  • And more.


My hope is that by next quarter, you're sitting down to review your numbers and there's no more anxiety.

No more second-guessing.

Finally, you feel as confident managing your money as you do when you work in your business.

I'd love for Carry Lab to help you get there.

Join Now


All the best,

Jess Catorc
Co-founder, Carry Lab

© Copyright The Vibes Company Inc.


Carry Lab is an educational service provided by The Vibes Company, Inc. The educational content, courses, webinars, and materials offered through Carry Lab are for informational purposes only and do not constitute financial, investment, tax, or legal advice. This content is not intended to provide a comprehensive basis for making investment or financial decisions and should not be construed as a recommendation to buy or sell any security or financial product, or to participate in any particular investment strategy.Carry Lab is a service of The Vibes Company, Inc., which operates separately and distinctly from Carry Advisors LLC, an SEC-registered investment adviser; Global Carry LLC, a FINRA-registered broker-dealer (pending approval); and Carry Tax LLC.Investment advisory services are offered exclusively through Carry Advisors LLC, an SEC-registered investment adviser. Being a Carry Lab member does not create an investment advisory relationship. For important disclosures regarding investment advisory services, please refer to Carry Advisors' Form ADV Part 2A and Form CRS.Any references to past performance, educational discussions about investment strategies, or market analysis do not guarantee future results. Investing involves risk, including the potential loss of principal.The educational content provided should not be used as a substitute for professional financial, investment, tax, or legal advice. Users should consult with qualified professionals for advice tailored to their individual circumstances.Access to Carry Lab educational content is included with Carry Basic and Carry Pro memberships offered by The Vibes Company, Inc. However, membership in these programs does not establish an investment advisory relationship with Carry Advisors LLC or a brokerage relationship with Global Carry LLC.