Strategic Bookkeeping Academy:
Bookkeeping Basics
For small business owners who want to gain confidence and clarity when successfully doing their own bookkeeping.
Do you feel overwhelmed,
have very limited time, are months behind
or wish you didn't have to do your bookkeeping alone?
You'll find this course easy to understand,
down to earth and we get straight to the point!
Are You Ready?
Let's talk about who this course is really for...
You're a small business owner, entrepreneur or solopreneur who's tired of feeling uncomfortable with your bookkeeping and financials and you are ready to feel confident knowing you are saving time and money while managing your business finances and preparing timely financial statements you can rely on to make smart business decisions.
You are...
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Just starting your business and need a step-by-step process to make sure you have good bookkeeping processes in place?
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Running a business that has been established for a while, but need to stop putting off getting your books in order to make sure you are maximizing your businesses potential?
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Realizing the importance of understanding your business financials to ensure the success of your business, even though you have someone doing your bookkeeping for you.
You are in the right place! I'm going to let you know exactly how Strategic Bookkeeping Academy's Bookkeeping Basics will give you the knowledge, confidence and support you desire on your bookkeeping journey.
By the end of this program, you will:
~ Have strategic processes in place to do your bookkeeping consistently.
~ Feel a sense of relief knowing you are doing your bookkeeping correctly.
~ Gain confidence the numbers in your financials are accurate.
~ Find a bookkeeping solution you feel comfortable with and enjoy.
~ Gain insight on where your money is being spent.
~ Have clarity on how your business is performing currently and in the future.
~ Know which reports you should be looking at on a regular basis.
~ Understand what your financial statements tell you about your business.
~ Create up to date financial statements to make smart decisions about your business.
~ Feel good about the information you send to your tax preparer.
What are people saying about our course creator ~ Chris Panek, CPA
"Chris Panek has been a vital part of the organizational system for accounting in my small business. She has assisted me in setting up my day-to-day operations, along with saving me valuable time by keeping up with the current and ever-changing tax laws. At the end of each year, filing my taxes has been a quick and simple process. I feel I can go to Chris anytime and ask the questions I need to stay operating with efficiency. Often times small businesses fail because they don't have organized systems. Chris has helped in keeping my busy company on task and made me feel secure in the often-intimidating world of accounting. We are a better business because of her expertise!" Beth
"Chris Panek helped make our dream of improving our financial health and growing our business a reality. Chris is creative, intelligent, flexible, and kind. Through her patience and extensive experience, she has helped me greatly improve my comprehension and understanding of bookkeeping and accounting, which has increased my ability and confidence to make sound business decisions. She continually works with us and gives us options that align with our situation and needs. Prior to working with Chris, I lost sleep over whether or not our financial statements and tax information were correct - now, I have complete confidence that our financial information is sound and accurate. To say that this is a relief is an understatement!! With Chris Panek, you aren't treated like a number on a balance sheet; you are treated like a member of her family. I can't say enough how grateful we are to her for her help, expertise, and guidance. Whether you are considering hiring a bookkeeper/accountant, want to eliminate the stress involved with that tax appointment, or simply want a more personal and fulfilling relationship with your bookkeeper, do yourself a favor and meet with Chris Panek. It will be one of the best decisions you ever make!" Melissa
What's Inside Strategic Bookkeeping Academy's
Bookkeeping Basics...
Module One
Set-Up For Success
The initial set-up of your bookkeeping foundation will follow you throughout your bookkeeping journey. Here's why it pays to learn the best strategies from someone who has helped a variety of business owners. I know exactly what has worked and I know where they get stuck.
Inside module one, we'll start by setting you up for success by making some big decisions about how to save time and money choosing the best bookkeeping solution as well as gain an understanding your bookkeeping journey. Module one will take the guesswork out of planning your set-up and help you find the most cost-effective solution.
Inside this module I will walk you through:
~ Understanding why bookkeeping is important
~ Finding the best bookkeeping solution to fit your needs
~ Get acquainted with your chart of accounts
Module Two
Organization is Key
Inside module two, we'll look at your overall workflow. I'll share my processes and explain the different options that will fit your business model the best. You're going to know exactly how you will capture everything coming into your office and will store those items so you can find them easily when you need them. Module two will help you eliminate feelings of overwhelm.
Inside this module I will walk you through:
~ Tracking your overall workflow
~ Deciding on a paper or paperless office system
~ Set up your reoccurring bookkeeping procedures
Module Three
Tracking Money In & Out
Inside module three, we'll share all the things you need to track money coming in and going out of your business. We'll cover how to classify your expenses, the best way to do your invoicing and how to save time entering transactions. Module three will take away the guesswork out of how to record your money transactions.
Inside this module I will walk you through:
~ Track all money coming in and out of your business
~ Properly classify your transactions
~ Solutions to ensure you stay on top of your cash flow
Module Four
Maximize Your Results
Module four is all about utilizing the information you've captured to make smart business decisions. You know you are confident with the results you see in your reports and you are knowledgeable and understand what your financial statements mean. Module four gives you peace of mind and confirms your ability to do your own bookkeeping.
Inside this module I will walk you through:
