The Bookkeeping Jump Start
BOOKKEEPING JUMPSTART
How to Do It Yourself
LIVE ZOOM WORKSHOP | SEPTEMBER 10
You know you need a bookkeeper... but hiring one just isn't in the budget right now.
So you keep doing it yourself.
Maybe you're logging into QuickBooks and guessing which category to choose. Maybe your transactions are piling up. Maybe you're keeping receipts but don't have a real system. Or maybe you don't touch your books at all until tax time.
Your books can't wait until your budget catches up.
That's why I created the Bookkeeping Jumpstart: How to Do It Yourself.
This live, beginner-friendly workshop will show you how to manage the basic bookkeeping needs of your own business until you're ready to hire a professional.
You don't need an accounting degree.
You don't need bookkeeping experience.
And I'm not trying to turn you into a bookkeeper.
I'm teaching you how to take better care of YOUR books.
WHAT WE'LL COVER
1. GET ORGANIZED
Before you worry about QuickBooks, you need a system.
We'll cover:
- Separating business and personal finances
- What financial records you should keep
- What you should be tracking
- How to create a simple monthly bookkeeping routine
2. UNDERSTAND THE LANGUAGE
Assets. Liabilities. Equity. Owner's Draw. Reconciliation. Profit & Loss.
What does all of that actually mean?
We'll break down basic bookkeeping terminology in plain English so you can understand the language behind your numbers.
3. DO YOUR MONTHLY BOOKKEEPING
Now it's time to put it into practice.
I'll walk you through a basic monthly bookkeeping process in QuickBooks Online, including:
- Reviewing your bank transactions
- Categorizing income and expenses
- Matching transactions
- Reconciling your accounts
- Avoiding common DIY bookkeeping mistakes
4. KNOW WHEN YOU'RE DONE
One of the biggest questions DIY business owners have is:
"How do I know if I did it right?"
We'll cover:
- What to review each month
- Running your Profit & Loss
- Running your Balance Sheet
- What to look for before closing out the month
- When it's time to call in a professional
YOUR BOOKKEEPING TOOLKIT
You'll also receive:
- Monthly Bookkeeping Checklist
- Basic Bookkeeping Terminology Cheat Sheet
- Expense Category Cheat Sheet
- Tax-Ready Records Checklist
- 30-Day Workshop Replay
THIS WORKSHOP IS FOR YOU IF...
You own a business and you're currently doing your own bookkeeping because hiring a monthly bookkeeper isn't in the budget yet.
You want to stop guessing.
You want to understand what you're doing.
And you want a simple process you can repeat every month.
No previous bookkeeping experience is required.
THE GOAL?
Not to turn you into a professional bookkeeper.
It's to take you from:
Overwhelmed → Organized
Guessing → Understanding
Avoiding your books → Following a monthly routine
Scrambling at tax time → Maintaining better records throughout the year
So when your business reaches the point where you're ready to hand your books over to a professional, you'll already have a stronger financial foundation.
SAVE YOUR SEAT
BOOKKEEPING JUMPSTART
How to Do It Yourself
September 10 | Live on Zoom
$297
Pay in Full: $297
Split Pay: 4 Payments of $74.25
No additional fee for choosing the payment plan.
Your registration includes the live workshop, Q&A, downloadable bookkeeping toolkit, and 30-day replay access.
