Are you tired of the disorganized mess that is your bookkeeping?
Do you start to sweat every time you open QuickBooks?
Never know where you are in your business because you don’t understand your numbers or what to do with them?
Always feel like you’re playing “catch up” as you cram and crunch your numbers come tax time? While the whole time, you’re silently praying that you did everything right and you don’t get an audit?
Tried working with an accountant before only to feel misunderstood and still completely in the dark of how to take care of YOUR BOOKS for YOUR BUSINESS?
You are in the right place!
All of that is going to change today.
Because I’m going to help you whip your books into shape.
And have fun (gasp!) in the process!
I ended up with a large tax bill and was totally burned out simply because I was growing so fast, which was awesome on one hand – yet totally scary on the other – The quick growth left me super disorganized and using too many apps.
I was so busy doing all the things that I neglected my own bookkeeping.
Needless to say, my wakeup call was a large IOU to the IRS.
But I got up. I dusted myself off. And I started planning. I took action. I completely automated my business by converting to Dubsado and QuickBooks online. I implemented weekly and monthly bookkeeping routines for myself.
I finally created time to work ON my business instead of just IN my business.
Then I Created This Course For You!
So you don’t make the same mistakes!
I wanted to give you a complete step-by-step path to follow.
In this course, I’ll walk you through the same exact process I used to set up all of my Creative Entrepreneur monthly bookkeeping clients.
From full QuickBooks Online setup including how to integrate QuickBooks Online with other apps such as Dubsado, 17Hats, and Honeybook (just to name a few) I show you how to take control of your bookkeeping once & for all!
Program is Currently Closed for Enrollment
Take a CLOSER look inside…
Module 1: Introduction to QuickBooks Online
- Lesson 1: Why you shouldn’t use Quickbooks Self Employed
- Lesson 2: Picking the Right Version of QBO
- Lesson 3: Create an Account and Save 50%
Module 2: QuickBooks Online Setup
- Lesson 1: General Setup
- Lesson 2: Company Setup
- Lesson 3: Chart of Accounts: Overview
- Lesson 4: Chart of Accounts: Setup
- Lesson 5: Bank Feed: Overview
- Lesson 6: Bank Feed: Setup
- Lesson 7: Bank Feed: Categorizing Transactions
- Lesson 8: Bank Feed: Rules
Module 3: Billing Clients from QuickBooks Online
- Lesson 1: Income Account Setup
- Lesson 2: Setup Products and Services
- Lesson 3: Invoices and Sales Receipt Overview
- Lesson 4: Client Setup
- Lesson 5: Creating Invoices and Receiving Payments
- Lesson 6: Payment Reminders, Statements and Late Fees
- Lesson 7: Creating Sales Receipts
- Lesson 8: Recurring Invoices
Module 4: Independent Contractors
- Lesson 1: Independent Contractor 101
- Lesson 2: Contractor Setup & Tracking in QBO
- Lesson 3: Annual Filing of 1099’s inside of QBO
Module 5: Month End
- Lesson 1: How To Reconcile QBO To Your Bank Account
- Lesson 2: Record Out Of Pocket Expenses
- Lesson 3: What Is The Undeposited Funds Account In QBO?
Module 6: Sales Tax
- Lesson 1: Sales Tax: 101
- Lesson 2: Setup, Tracking & Filing In QBO
- Lesson 3: Pulling Reports In QBO
Module 7: Financial Reports
- Lesson 1: Profit and Loss Report
- Lesson 2: Balance Sheet Report
- Lesson 3: Custom Reports
Module 8: Quickbooks Online Payments
- Lesson 1: Overview
- Lesson 2: Account Setup
- Lesson 3: Invoices & Sales Receipts
- Lesson 4: How To Setup Auto Debits
Module 9: Payroll
- Lesson 1: Payroll: Overview
- Lesson 2: Payroll: Best Practices
- Lesson 3: Payroll: How to Activate in QBO
- Lesson 4: Add and Manage Empoyees
- Lesson 5: Payroll: Tax Filings and Payments
- Lesson 6: Payroll: Reports
- Lesson 7: viewmypaycheck.com
Bonus Training: Integrations
- 17 Hats
- + More to come! You name it!
Bonus Training: Extras
- The Sales Clearing Method
Plus, when you choose the group coaching level, you’ll also receive…
3 Months of Live Q&A Coaching Calls
You will receive 3 full months of group coaching calls over Zoom (we have a call every other week) where you can ask me any question you have as you go through Master Your Bookkeeping. On these calls, we will screen share and you’ll receive hands on help to get you through any bookkeeping roadblocks you have!
3 Months of Access in Master Your Bookkeeping Private Community Group
You’ll instantly get plugged into the private community group for Master Your Bookkeeping where you can meet other creative entrepreneurs in the program and get every question you have answered! I go LIVE every other week inside the group to cover different topics and answer all questions
PLUS YOU WILL GET THESE BONUSES…
About this course...
- Lesson 1: Overview
- Lesson 2: Sole Proprietor 101
- Lesson 3: General Partnership 101
- Lesson 4: LLC 101
- Lesson 5: S-Corp 101
- Lesson 6: DBA 101
Module 1: Overview
Module 2: Tracking Sheet
TOTAL VALUE: $5,000+
Rosie L., Creative Entrepreneur
Q: Will this course work for me and my business?
If you are a Photographer, a Graphic Designer, an Online Course Creator, a Business Coach, a Blogger…Or anyone who works for themselves in the online space, this program will most definitely work for you!
Q: What if I get stuck?
No worries! I have you covered!
Not only will you be able to ask me questions on a live call 3 times a month but you will also be able to ask any question you run into right within the private Facebook group!
Q: What if it doesn't work for me? Do you have a refund policy/guarantee?
I do! If you have taken action on everything I teach in this program and have done the work and you find that it just hasn’t worked for you, I completely understand! I offer a FULL 90-Day Money Back Guarantee. All you will need to do is submit a refund request form.
Have another question? Email me!