Want to stop stressing about how to do your books? Join us!
Monday December 7th and 14th
6:00pm to 8:00pm CST
This will cover all the same material as our normal class, but all examples will be geared towards mold professionals.
This hands-on QuickBooks Online (QBO) course is designed specifically for small business owners (or their office managers) who want to confidently manage their own bookkeeping.
Throughout this interactive class, you'll learn how to:
Set up QuickBooks Online correctly from the start
Record and categorize transactions accurately
Reconcile your bank and credit card accounts properly
Troubleshoot common bookkeeping mistakes
Organize your Chart of Accounts
Fine-tune your settings
Understand your financial reports and how to use them to determine the financial health of your business
Prepare for tax season and maximize legitimate business deductions
Build a simple monthly bookkeeping routine you can actually maintain
Class Format All class options cover the same curriculum and material. The 2-class series is designed as a progressive learning experience. Each session includes practical implementation steps to complete before the following week, giving you the opportunity to apply what you've learned and return with questions.
If you need to miss a session, simply submit your questions ahead of time. You'll receive a recording of the missed class so you can stay on track. There will be plenty of time for questions, which is why classes are limited. You will receive checklists and cheat sheets along with recordings of the material to reference.
Includes 2 follow-up Group Q&A Calls. No agenda/topic for these, just answering questions of any class participant. If you can’t attend these sessions simply submit your question ahead of time and it will be addressed in the recording you will have access to. Currently Scheduled for January 28th at 5pm CST and February 11th at 9:30am.
Registration Only one registration is required per business, regardless of the number of people attending.
20% Off through Cyber Monday
Want to stop stressing about how to do your books? Join us!
Thursday January 7th and January 14th
1:30pm to 3:30pm CST
This hands-on QuickBooks Online (QBO) course is designed specifically for small business owners who want to confidently manage their own bookkeeping.
Throughout this interactive class, you'll learn how to:
Set up QuickBooks Online correctly from the start
Record and categorize transactions accurately
Reconcile your bank and credit card accounts properly
Troubleshoot common bookkeeping mistakes
Organize your Chart of Accounts
Fine-tune your QBO settings
Understand your financial reports and how to use them to determine the financial health of your business
Prepare for tax season and maximize legitimate business deductions
Build a simple monthly bookkeeping routine you can actually maintain
Class Format All class options cover the same curriculum and material. The 2-class series is designed as a progressive learning experience. Each session includes practical implementation steps to complete before the following week, giving you the opportunity to apply what you've learned and return with questions.
If you need to miss a session, simply submit your questions ahead of time. You'll receive a recording of the missed class so you can stay on track. There will be plenty of time for questions, which is why classes are limited to 12 businesses. You will receive checklists and cheat sheets along with recordings of the material to reference.
Includes 2 follow-up Group Q&A Calls. No agenda/topic, just answering questions of any class participant. If you can’t attend these sessions simply submit your question ahead of time and it will be addressed in the recording you will have access to. Currently Scheduled for January 28th at 5:00pm CST and February 11th at 9:30am.
Registration Only one registration is required per business, regardless of the number of people attending.
Minimum of 3 attendee, Maximum of 12
Curious what it is like to work with us and if there are issues in your books? This is a great place to start!
Diagnostic Review Service provides a thorough evaluation of your QuickBooks Online (QBO) file to assess the accuracy and completeness of your financial records. This review is designed to identify potential errors, inconsistencies, and areas needing improvement before ongoing bookkeeping or financial services begin.
Scope of Work:
Review of your QBO setup, including settings, chart of accounts, bank feeds, and any integrations.
Analysis of transaction categorizations, reconciliations, and undeposited funds.
Assessment of financial reports.
Summary report outlining findings and key issues that need to be addressed.
After purchase you will receive an email with instructions on how to add us to your QuickBooks Online account along with a request of other items that could help us complete a more thorough review.
3-5 business days later, you will receive a PDF and screen recording reviewing the items that need to be addressed or researched further. If you choose to work with us to clean it up, this will act as our cleanup check-list and we will setup a time to review cleanup options.
This service does not include making corrections or adjustments to your books. After the review, we will provide recommendations and discuss options for cleanup and ongoing bookkeeping services if needed.
This amount is applied as a deposit to the clean-up or first month’s fee if we choose to work together.
Just starting your business and not ready to pay for bookkeeping software?
This DIY Bookkeeping Spreadsheet Kit was created for new and very simple businesses that want to keep accurate financial records before they are ready for the monthly cost of QuickBooks Online. If your business has straightforward income and expenses, no inventory management needed, and only a few assets or loans, this system gives you everything you need to stay organized and provide your tax preparer with clean, usable information at year end.
Whether you're a service-based business, freelancer, consultant, or solo entrepreneur, this kit will help you confidently manage your bookkeeping while learning the basics along the way.
Bookkeeping Spreadsheet Template
An Excel workbook designed to track your income and expenses throughout the year. It will give you monthly and annual reports so you can keep an eye on your profitability.
Step-by-Step Training Video
Follow along as I walk you through exactly how to use the spreadsheet, enter transactions, and maintain your books.
Bookkeeping Cheat Sheet
Includes common expense categories, categorization tips, and guidance to help you correctly classify your transactions.
Live Group Q&A Calls
After purchase, you'll receive access to my scheduled group Q&A sessions where you can ask bookkeeping questions, get clarification, and learn from other business owners.
New businesses
Solo entrepreneurs
Freelancers and consultants
Service-based businesses
Businesses with straightforward finances
Owners who want to understand their numbers while keeping costs low
This spreadsheet is not recommended if your business has:
Inventory
Complex fixed assets or depreciation
Multiple loans with frequent activity
Job costing
Manufacturing
Complex payroll accounting
High transaction volume
If your business grows beyond these basics, you may be ready to transition to bookkeeping software like QuickBooks Online.
When you're just starting out, every dollar matters. Many new business owners aren't ready for monthly bookkeeping software or ongoing bookkeeping services, but they still need accurate financial records.
I created this toolkit to bridge that gap.
My goal is to give you a simple system, practical guidance, and ongoing support so you can keep organized books, understand your finances, and hand your tax preparer exactly what they need when tax season arrives.
You don't have to figure bookkeeping out alone. This kit gives you an affordable starting point with the confidence that comes from knowing you have expert guidance when questions come up.
What’s Included:
Downloadable, customizable Excel Budgeting Template
Pre-recorded video walkthrough & instruction
Access to two live, drop-in group Q&A sessions:
Session 1: October 7th
Session 2: November 5th
Note: Early bird pricing ($49) is available through September 25th!
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