If you just hate numbers and/or avoid your own bookkeeping for your own business, it is likely you won’t enjoy doing bookkeeping for others or learning how to improve your own skills.If you find yourself saying you want to outsource you monthly invoicing, budgets, and bookkeeping, then you probably won’t like this program.

I focus on the key areas of bookkeeping that is done by every small business on a monthly basis.

If you find that you are avoiding your own numbers because of a reason other than skill and want to get more support with your money mindset, I have a different program for that. If you just want to pay someone else to do the work and see the end numbers, then this program is not for you.

At the end of this program you will be able to provide basic bookkeeping for your small business clients, so they have an overview each month of their income, net profit, and be ready for tax season.

QuickBooks Lessons:

• Overview of each QuickBooks Online plans
• Adding Users and what each type means
• Connecting bank accounts
• Recording cash transactions
• Chart of Accounts - how to add or change accounts / account types overview
• Reconcile bank accounts
• Automate recurring transactions
• Owners Equity - what this is, why is this important
• Shortcut to load data not in auto feed
• Posting to the correct accounts
• Manually adding transactions - when / how to add
• Dealing with business transactions on personal accounts
• Invoicing / customer management - creating individual and recurring invoices
• Vendors / Contractors / 1099s
• Reports - how / when to use different reports
• How to account for multiple businesses

Business Lessons:

• Money mindset / adding bookkeeping to your resume
• How to look at the numbers to support growth
• Developing a schedule for clients and your own books
• Business / Money Templates
• How to have conversations with business owners about money, bookkeeping, and what you need from them
• Sale tax and being legal in your state - make sure your business is set up to meet your state tax requirements
• How to price/package your services

• The free training for QuickBooks Online was created to help you become certified in their product. Because of this, they teach you everything under the sun about how to use the program.
• I teach you what you need to know to support your small business and other small business owners. If you are in a support role for business owners with basic bookkeeping needs, this program will teach you exactly what you need to support the business’s books to be ready for tax time and report income / net profit each month.
• In addition, as a money mindset coach, I teach you the holistic way to view your role in the business and maintain your money mindset while supporting other business owners.
• You will get additional 6 mos of group support, to ask additional questions that may come up as you are implementing QuickBooks yourself and your clients.
• As a user of QuickBooks products for over 15 years, you will get live answers to your bookkeeping questions for you and your clients.

Yes and no. I am a money coach and mentor at heart. I am super passionate about seeing you get over your own money beliefs so you can have a thriving business. If I see you struggling with something because of a money mindset issue (I won’t be able to help myself) I will coach and mentor you through it. However, I use a unique methodology to teach money mindset and improve your business in a separate program. While I might touch on some areas of money mindset, that will not be the focus of this program.

• 12 weeks live lessons (zoom)
• Private Facebook Group - ask questions and network with other biz owners
• 6 month on-going Q&A support - drop a question in the group - I will answer live or help you find the resources needed
• Templates & worksheets for budget, cash flow, projections, tracking

Thursday, July 22nd

12 weeks | Live Class Thursday at 2PM EST

• July 22
• July 29
• Aug 5
• Aug 12
• Aug 19
• Aug 26 (no class)
• Sept 2
• Sept 9
• Sept 16

• I plan to run this round live. I will teach each lesson live on a weekly zoom call. You will get to ask me questions live or view the replay.
• I will open a Facebook group for you to interact with other business owners just like you, and ask any questions that come up each week as you are implementing the work.
• Because this is the beta round of this group, I will add on extra things as the need comes up. If you find you really want to know about something, I will do an extra training or provide additional resources.

Full: $600
Payments: $200 x 3