Keyboard and Mouse

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!

Woman in Grey Suit

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...

  • Just starting your business and need a step-by-step process to make sure you have good bookkeeping processes in place?

  • 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?

  • 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.

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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

Office Desk

"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 

Woman in Office
Organized Desk

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 

Bright Modern Office
Woman at Work

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:


~ Why it is important to reconcile your accounts

~ Know the reports you should be looking at on a regular basis

~ Understand what your financial statements tell you about your business

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When you enroll during this

special, limited time period, you'll get...

​Strategic Bookkeeping Academy's

Bookkeeping Basics

( A $797.00 Value)

4 Modules showing you what you need to know to do your own bookkeeping with confidence.


A complete step-by-step process to get your bookkeeping set up timely and cost effectively.


Easy to understand, down to earth and straight to the point lessons.  We know your time is valuable!

You'll be given access to one module per week - so that you have ample time to dive into the lessons and execute that portion of the course before you move on to the next lesson.


Plus These Bonuses To Help You

Generate Additional Momentum...

( A $597 value )

Bonus #1 ~ 4 weeks of office hour sessions to make sure you get your questions answered and keep moving forward.

Bonus #2 ~ An active & supportive PRIVATE Facebook community to make sure you have access to additional help.

Bonus #3 ~ Downloadable guides and checklists for each lesson.

Bonus #4 ~ Lifetime access and updates to Bookkeeping Basics.

Enroll in Strategic Bookkeeping Academy's Bookkeeping Basics Today...

A one-time payment of


2 monthly payments of


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Plus You'll Be Backed By A Risk-Free

14-Day Guarantee...

The best part about Strategic Bookkeeping Academy's Bookkeeping Basics course is no matter what kind of payment plan you choose, I want you to know you can cancel if it isn't working for you.


If for whatever reason you're not any closer to getting your questions answered or having confidence in your bookkeeping, simply reach out & show us the work you've done, and we'll refund your investment.  See the full details here. 

Enroll in Strategic Bookkeeping Academy's Bookkeeping Basics Today...

A one-time payment of


2 monthly payments of


Marble Surface

Get the facts...answers to frequently asked questions:

Q:  What if I'm not sure I will have enough time to complete the course?

A:  Not to worry, we understand everyone is busy.  This course will be released one module a week, but you will have lifetime access to the course as long as we have it available.  You can go at your own pace.  We want you to take your time and do it right.

Q:  How long will I have access to the content?

A:  This course is a lifetime course!  This means that when you join now, you will have access to the content as long as the course is available.  You are in luck, as we update the content, you will have access to the new content as well.


Q:  Who is the Strategic Bookkeeping Academy's Bookkeeping Basics course for?

A:  Bookkeeping Basics is perfect for small business owners, solopreneurs and entrepreneurs.  We teach bookkeeping basics from the set-up to understanding your financial statements and how your business is doing.  It is perfect for those just starting a business, existing businesses as well as business owners that just need to have a better understand of their bookkeeping and financial reports.


Q:  I'm not tech-savvy, will I need tech skills for this course?

A:  We will lead you through all the parts of the course.  We don't force any tech on anyone.  There are many different bookkeeping solutions and we want you to choose the solution that best fits your business.  Our goal is to have you find a solution that you are comfortable with and enjoy.


Q:  How long will I need to set aside each week for the content?

A:  You can go at your own pace with this course and it will differ for every business owner.  The recommended amount of time to spend on the course per week is about 2 hours if you want to finish it in the 4 week time frame.  We do recommend you listen to each module at least once.  You will find it is easy to pause a lesson and even go back through it a second time to make sure you are implementing it correctly. 

Q:  Will I be able to understand the course if I don't have an accounting background?

A:  There are a lot of business owners out there that don't understand the typical accounting jargon, and we get that.  Your primary job is to run your business.  Our goal is to make sure that all the materials in this course are easy to understand and apply to your business.  If you ever have a question, we are available to help you...just let us know.

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Still "thinking about it"?

You should give Strategic Bookkeeping Academy's Bookkeeping Basics

a try if you feel any of the following ~

and remember, you have a 14-day risk-free guarantee...

​Do you want to get your life back?


Do you wish you had more time for the important moments in your life?

Do you feel uneasy about your knowledge of your business finances?

When running your business is demanding so much of your time, it leaves you behind on your bookkeeping causing you to find yourself doing those unavoidable tasks in the evening or weekends when you wish you could be spending time with your family or doing the things you love.

More importantly, you can't sleep at night knowing your bookkeeping is months behind and you aren't meeting deadlines for important tax filings. 


That's why you're motivated to invest in the next few weeks setting up and launching your strategic bookkeeping systems that can dramatically save you time and money and will benefit you for the rest of your business career.  You can do this...and we're here to help!

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I personally cannot wait to guide

you over these next 4 weeks...

I've worked with small business owners for over 20 years and I've seen the struggles they face every day.  The transition they make working with me from being stressed and overwhelmed to being confident and in control is so rewarding.

I am looking forward to sharing this process with you today.

If you're a small business owner, you owe it to yourself to try Strategic Bookkeeping Academy's Bookkeeping Basics course risk-free.

You'll experience firsthand the time and knowledge you'll gain ~ not to mention the confidence & clarity you will have to make smart business decisions.

Should you choose to accept my invitation, I personally guarantee that these next 4 weeks will completely change how you do your bookkeeping and will benefit your business and personal life as well.

I am looking forward to meeting you inside the course!

Wishing you the best,


Chris GWA Photo.jpg

Enroll in Strategic Bookkeeping Academy's Bookkeeping Basics Today...

A one-time payment of


2 monthly payments of


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