Strategic Bookkeeping Academy
For service-based business owners who want to gain confidence and clarity when successfully doing their own bookkeeping & bookkeepers who want to refine their processes and deliver the best bookkeeping service to their clients.
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 program easy to understand,
down to earth and we get straight to the point!
Are You Ready?
Let's talk about who this program is really for...
You're a service-based business owner, entrepreneur, solopreneur or bookkeeper 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.
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 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.
You'll Gain Confidence &
Finally Understand Your Business Finances!
STRATEGIC BOOKKEEPING ACADEMY
What are people saying about our program 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...
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.
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 of your bookkeeping journey. We'll take the guesswork out of planning your set-up and help you find the most cost-effective solution.
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
Organization is Key
We'll look at your overall workflows. 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 which will help you eliminate feelings of overwhelm.
I will walk you through:
~ Tracking your overall workflow
~ Deciding on a paper or paperless office system
~ Set up your reoccurring bookkeeping procedures
Tracking Money In & Out
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. This will take away the guesswork you have about how to record your money transactions.
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
Maximize Your Results
Learn how to utilize 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. You'll have peace of mind and confirm your ability to do your own bookkeeping.
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
When you enroll, you'll get...
The Strategic Bookkeeping Academy
The Vault which includes videos addressing 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 and processes to continue to have your bookkeeping up to date.
Easy to understand, down to earth and straight to the point lessons. We know your time is valuable!
You'll be given full access access to The Vault as soon as you enroll.
When new information or program updates are released,
you be able to access these updates as well!
Plus These Bonuses To Help You
Generate Additional Momentum...
Bonus #1 ~ Downloadable guides, checklists and resources.
Bonus #2 ~ Lifetime access and updates to The Strategic Bookkeeping Academy.
Once You Are In, You Are In!
Choose Your Preferred Option
Get the facts...answers to frequently asked questions:
Q: What if I'm not sure I will have enough time to complete the program?
A: Not to worry, we understand everyone is busy. You will have lifetime access to the program as long as it is 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: You'll have access to this program for life! This means that when you join now, you will have access to the content as long as the program 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 program for?
A: The Strategic Bookkeeping Academy is perfect for service-based 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, business owners that just need to have a better understand of their bookkeeping and financial reports as well as bookkeepers who want to refine their processes so they can deliver the best bookkeeping service to their clients. If you're not a service-based business, you can still enroll, but the information in the program is geared towards service-based businesses.
Q: I'm not tech-savvy, will I need tech skills for this program?
A: We will lead you through all the parts of the program. 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 program and it will differ for every business owner. The recommended amount of time to spend on the program per week is about 2 hours. We do recommend you listen to each video in The Vault 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 program 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 program 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.
The Strategic Bookkeeping Academy
Private One-On-One Coaching & Strategy Sessions
Everything In The Strategic Bookkeeping Academy
Framework & Online Course Option #1
As Well As
12 Weeks Of Private One-On-One Coaching, Mentorship & Strategy Sessions
Where You Will:
~ Solidify Your Intentions & The Vision For Your Business
~ Gain Perspective & Outline A Clear Roadmap
To Achieve Your Goals
~ Work Together & Take Your Business To The Next Level...
No More Doing It Alone
~ Grow Your Business Knowledge With The Input, Guidance & Feedback
~ Increase Your Level Of Engagement
~ Ensure You Are Heading In The Right Direction
& Remain Laser Focused To Reach Your Goals Faster
~ Discuss Challenges, Solve Problems & Celebrate Your Accomplishments
~ Fulfill Knowledge Gaps & Receive Insight
Taking Away The Fear That You Don't Know What You Don't Know
~ Increase Your Self-Belief
~ Challenge Yourself To Do Things You Are Uncomfortable With
~ Make Informed Decisions
It's All About Understanding Your Finances,
Becoming An Effective Business Owner, Making Money,
Increasing Profits & Fast Tracking Your Success
Let's Get Started!