What the Video Training Will Teach
The training will walk business owners step-by-step through topics such as:
- Setting up their bookkeeping system
- Understanding and organizing the Chart of Accounts
- Connecting business bank and credit card accounts
- Recording income and expenses
- Categorizing transactions
- Managing customers and vendors
- Creating and managing invoices
- Understanding financial reports
- Reading a Profit & Loss Statement
- Reconciling accounts
- Understanding basic bookkeeping workflows
- Creating a monthly bookkeeping routine
- Avoiding common DIY bookkeeping mistakes
Who It’s For
This is for the business owner who says:
“Show me exactly how to do it, and let me follow along on my own time.”

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