be your own bookkeeper bootcamp
To run a healthy business, clear financial systems need to be in place. And I really want your business to thrive, that’s why you’ll get (4) 1-hour one-on-one sessions with me. This is what we’ll discuss and set up over the 6-weeks we’ll be working together:
#1 - Your Business’ Financial Health
- We’ll take a look at your current money situation. Don’t be nervous about this - the whole point is to help you do better no matter where you start from.
- You’ll fill out an extensive questionnaire about how you currently manage your money, so I can figure out exactly what you need to feel like a powerful money manager.
- We’ll go over the basics of what bank accounts you should have and address any major areas of concern you have when it comes to business finances.
#2 - Your Plan for Making + Spending Money
- Revenue Projection - I’ll show you how to make smart income estimates.
- Budget Plan - You’ll get an easy to customize spreadsheet to plan for your business expenses.
- We’ll talk about the investments you want to make in your business and how to know create smart spending guides for each area of business.
- We’ll create a plan for savings, taxes, and other often forgotten items! When you use this budget plan you’ll never freak out that you don’t have enough money set aside for big ticket items (or Uncle Sam!)
#3 - Your DIY Accounting System
- What’s an accounting system and why do you need one?
- We’ll go over the different accounting system options that might work for your business so that you can pick the one you like best.
- We’ll look at your bank statements and I’ll show you how to organize your expenses.
#4 - Be Your Own Bookkeeper
- Now that you have your accounting systems set up, we’ll do a deep-dive training where I’ll show you exactly how to use it.
- We’ll set up your bank account(s) to sync with your accounting system (this will make your life so much easier!)
- You’ll get a checklist that you can use weekly to keep your books up to date. You’ll be the most organized and prepared business owner ever!
You’ll also get the following BONUSES:
Personal budget guide/worksheet
- Knowing what you’d like to pay yourself in business starts with understanding your personal finances
The How Many Clients? Equation Sheet
- Ok, so you have your revenue plan in mind. How many clients should I accept? How many people should I come in contact with? How many visits should my website get a month to follow along with my goals?
Pricing list worksheet/guide
- We’ll work on different pricing structures for various price points to ensure you’ll meet your income goals and give your potential clients more options.
Accounting cheat sheet worksheet
- It’s important that you understand basic accounting terms so that you’re never in the dark when you work with an accountant.
Accounting mini-course for online businesses owners/bloggers
- This is not your professor’s accounting lecture! I will make an accounting mini-course for you that will feed your creative soul!
Bookkeeping cleanup for 1 month of transactions**
- It’s important that you know how to clean your books, so I’lI teach you how to clean up your books by doing one month of cleanup for you.
- Bought big equipment this year? Or planning to in the future? This calculator will help!
Bookkeeping workflow weekly, monthly, and quarterly checklist
- Keep the momentum going! When you work on your books consistently, it's easier! I promise!
- If you agree to be on my mailing list, I will email the checklist to you every week to ensure you are keeping on track!
**If you have a huge backlog of bookkeeping that needs cleanup, I can clean them up for you for a special rate. Just let me know.
This is a 6-week training with 4 bi-weekly intensives where you’ll learn to take control of your business finances and be empowered to make the smartest financial decisions to grow your business.
Be empowered to take your business to the next level.