87: DIY Bookkeeping With The Strategic Bookkeeping Academy Whether You Are Starting A Business


87: DIY Bookkeeping With The Strategic Bookkeeping Academy Whether You Are Starting A Business, You Are Self-Employed, A Solopreneur, Entrepreneur, Mompreneur, Business Owner, Side Hustler, Freelancer, Bookkeeper, Virtual Assistant, Or VA


Doing your own bookkeeping can be stressful if you consistently wonder if you are doing it correctly. It can be lonely if you have questions but don’t know who you can ask. You could be spending more time than you need to if you are not taking advantage of automations or technology to help you be more efficient. In today’s podcast episode, I’m answering questions I have received about my new Strategic Bookkeeping Academy program, which is launching on June 15, 2022. When you join the Strategic Bookkeeping Academy, I promise you won’t be disappointed. You’ll be able to take the processes in this program, and depending on the bookkeeping solution you select to do your bookkeeping, you be able to create a simple step-by-step bookkeeping process specific to your business that will allow you to have clarity in your financial information and be confident when you are growing your business so that you can focus on creating the profits and goals you have for the future of your business. You don’t have to worry about messing up your bookkeeping or not knowing how to manage the financial side of your business. How would it feel if you never had to do your bookkeeping alone again? Join me, and let’s do this together! I am here to guide you by setting up your bookkeeping system all the way through maximizing your results. I keep it simple; whether you are a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, you’ll focus on the tasks that need to be done, and create accurate and timely financial data so that you can stop wondering how your business is doing or wishing you knew what your financial statements were saying about your business. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document…


The Strategic Bookkeeping Academy, including Bookkeeping Basics, will be open for registration on June 15, 2022. Join the waitlist to become a founding member and receive a special bonus when you sign up in the first couple of days the program is open. You can sign up for the waitlist here:

https://www.financialadventure.com/sba


Schedule a free consultation, and we’ll work together to dive into where you’d like to see yourself and your business in the future. We’ll create a laser-focused plan including which steps you need to take and when you should be taking them:

https://www.financialadventure.com/contact-us


Apply to join the Mastering Your Small Business Finances CEO Mastermind or the Elevate Your Bookkeeping Business GROW Mastermind group:

https://www.financialadventure.com/mastermind


Grab Your FREE guide: 5 Essential Strategies For Stress-Free Bookkeeping:

https://www.financialadventure.com/5essentials


Looking for a payroll solution for your business? You can get an exclusive 15% discount on your payroll services when you sign up here:

https://www.financialadventure.com/adp


Looking for an extremely beneficial online bookkeeping resource? Join us in our Mastering Your Small Business Finances Membership, where you can ask questions and get answers regarding your specific business. We dive deeper into the topics on this podcast and provide additional resources and accountability:

https://www.financialadventure.com/mysbf


Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path is waiting for you:

https://www.financialadventure.com/starterguide


Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you:

https://www.financialadventure.com/discovery


Join Our Facebook Community: https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique


Are you a bookkeeper looking to start, grow or scale your bookkeeping business? Join our FREE bookkeeper community here:

https://www.financialadventure.com/bookkeepercommunity


QuickBooks Online - Save 30% Your First 6 Months:

https://www.financialadventure.com/quickbooks


Show Notes:


Doing your own bookkeeping can be stressful if you consistently wonder if you are doing it correctly. It can be lonely if you have questions but don’t know who you can ask. You could be spending more time than you need to if you are not taking advantage of automations or technology to help you be more efficient. In today’s podcast episode, I’m answering questions I have received about my new Strategic Bookkeeping Academy program, which is launching on June 15, 2022. When you join the Strategic Bookkeeping Academy, I promise you won’t be disappointed. You’ll be able to take the processes in this program, and depending on the bookkeeping solution you select to do your bookkeeping, you be able to create a simple step-by-step bookkeeping process specific to your business that will allow you to have clarity in your financial information and be confident when you are growing your business so that you can focus on creating the profits and goals you have for the future of your business. You don’t have to worry about messing up your bookkeeping or not knowing how to manage the financial side of your business. How would it feel if you never had to do your bookkeeping alone again? Join me, and let’s do this together! I am here to guide you by setting up your bookkeeping system all the way through maximizing your results. I keep it simple; whether you are a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, you’ll focus on the tasks that need to be done, and create accurate and timely financial data so that you can stop wondering how your business is doing or wishing you knew what your financial statements were saying about your business. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document…


Welcome Back… Today on the podcast, I’m going to respond to a few of the questions I’ve been getting through email and messages about the Strategic Bookkeeping Academy. I’m going to answer them right here on the podcast because I’ve received a lot of questions, which made me realize you want more details. So what I did was compiled the questions I received, and I’m going to answer the most common questions for you here today.


I’m going to start with what is the Strategic Bookkeeping Academy? I created the Strategic Bookkeeping Academy for business owners and bookkeepers who are doing their own bookkeeping and are looking for additional help. This program is for the business owners who are not looking for someone to do their books; they want to do their own bookkeeping but need to learn more so they can do a better job of doing their own bookkeeping. It’s for business owners who already have a bookkeeper, but they struggle with not knowing what they need to look at in their business and want to understand their financial statements and have a good handle on what their bookkeeper is doing for them. It’s also for bookkeepers who are still refining their bookkeeping processes so that they are able to deliver the best bookkeeping services to their clients. I am taking the same processes I use when I do the bookkeeping for my clients as well as the consulting and training they hire me for on a one-on-one basis so they can learn to do their own bookkeeping, and I’m combining it in a simple and easy to follow program so that you can take control of your bookkeeping and actually understand how your business is doing. It outlines the process I follow with my clients, and they have created amazing results with these processes. Right now, I have the program split into four sections. I start you out with Set-Up For Success. In this section, I cover the initial set-up of your bookkeeping foundation and your mindset, as this will follow you throughout your bookkeeping journey. You will learn the best strategies from someone who has helped various business owners, and I know exactly what has worked, and I know where they get stuck. You’ll make decisions about how to save time and money by choosing the best bookkeeping solution for your business as well as finding the most cost-effective solution. Next, we’ll move into Organization is Key. Here you’ll take a look at your overall workflows, and I’ll share my processes and explain the different options that will fit your business model the best. You’ll know exactly how to capture everything coming into your office and how to make sure you can easily find items in the future which will eliminate feelings of overwhelm. We then move into Tracking Money In & Out of your business. This includes how to classify your expenses and the best ways to do your invoicing. Not only will this save you time, but it will take away the guesswork you have about how to record each of your money transactions. And lastly, you’ll learn how to Maximize Your Results. You’ll learn how to utilize the information you’ve captured to make smart business decisions. You’ll be confident with the results you see in your reports and will have the knowledge to understand what your financial statements mean. You’ll have peace of mind and confirm your ability to do your own bookkeeping. We’ll talk about reconciling your accounts as well as which reports you should be looking at on a regular basis. You’ll create the most efficient step-by-step bookkeeping system to use for your business, and you can jump in wherever you currently are in your bookkeeping journey and get exactly what you are looking for; and I cover the day-to-day situations you come across when you are doing your own bookkeeping. When you join, you get immediate 24/7 access to the vault, which includes videos, worksheets, and resources you can utilize in your business. You can access these items at any time, and you can consume them whenever it is convenient for you. I keep everything simple, clear, and straight to the point because I know your time is valuable. I also have weekly bookkeeping office hours for you to ask questions you have along the way. These calls are for you to ask questions you may have as you are going through the program, as well as any other questions you may have specific to your business, so that you can continue to keep moving forward with your bookkeeping. I’ll be there to help you whenever you run into a situation you need help with, even if that means you just need someone to hold you accountable and motivate you to keep moving forward. My goal is for you to have accurate and timely financial statements you can rely on throughout the year.


The next question I have been getting is, who is the Strategic Bookkeeping Academy for. I kind of already addressed this already, but it is for anyone who is doing bookkeeping either as a business owner or someone who is doing bookkeeping for a business. You don’t need to have any prior bookkeeping education or certifications. I walk you through how to set up your bookkeeping system and make sure that all the financial data you are entering is accurate. You’ll have all the foundational tools you need to create a step-by-step bookkeeping program that works for your specific business. It’s really for anyone who needs help with getting their bookkeeping set up from the beginning and learning the foundational tools and most efficient processes for their business, as well as someone who needs to learn more about the bookkeeping they are already doing so they can do a better job at doing their own bookkeeping. It is also for the business owner who already has a bookkeeper and simply wants to understand the bookkeeping being done for their business and gain confidence when they are reading their financial statements. This program is not only an investment for your business, but you will benefit from this program personally as well. You’ll find that many of the topics I cover in this program can be related to your personal finances and will help you grow as an individual to fully understand your finances as a whole.


The following questions I have received are, why did I create the Strategic Bookkeeping Academy. Why do I think this is needed and what was my reasoning behind why I wanted to create it. There are several reasons, but mostly I receive comments and questions from business owners and bookkeepers all the time asking questions about how to do their bookkeeping or that they are stuck on a particular entry when doing their bookkeeping, and it is holding them up, so they stop their bookkeeping completely. I wanted to create this program so that they are able to follow a program and get the answers they are looking for when they need them. The bookkeeping process for most businesses is very similar, and I wanted to have this process ready for anyone who wanted to learn the fastest and most efficient way to do their bookkeeping. There are so many people who are struggling with their bookkeeping because they have a simple question, but they don’t have anyone they can ask their question to. I want to be there for those people; I want to help business owners and bookkeepers be the best they can be when doing their own bookkeeping, even if they currently don’t feel comfortable doing it. I wanted to create a program where it is easy for business owners and bookkeepers to learn what they should be doing daily, weekly, monthly, and yearly. There are many times when I hear clients say they don’t know what they don’t know when it comes to their business. This program takes that uncertainty away by helping them see exactly what they need to do when they do their own bookkeeping, and they also have the knowledge to know which reports they can review once they have all their data recorded accurately. Automation with computerized software systems is gaining popularity. It saves time when it comes to data entry, but you still need to know how to set it up properly, and this step is getting missed a lot. I want to make sure that whenever someone is going to take advantage of the automated entries in computerized software systems, that they truly get to reap the benefits of these solutions rather than have a set of financial statements they can’t rely on because they didn’t really know what was happening when the automations were being performed. This is a unique program and solution for doing your own bookkeeping, and I feel like there are so many programs and ways to do your bookkeeping, but in my opinion, they are all missing the processes needed to do it correctly and to apply them to your specific business. I want business owners and bookkeepers to be aware of the options to do their bookkeeping efficiently, but they are missing a piece of the puzzle about how to apply these solutions to their business. This program helps them with this exact issue. I listened to business owners and bookkeepers just like you and created this program to fill in the gaps. Bookkeeping isn’t complicated; it just takes some simple processes to put in place and a schedule so that everything is done in a timely manner. I’ve worked with business owners who are doing their bookkeeping in less than an hour each month. I want every business owner to be able to experience having their bookkeeping up to date and accurate without having to stress and spend hours trying to do something that could be done more efficiently if they just had a simple process to follow. I wanted to create a program where business owners can feel good about their bookkeeping, know they can rely on their financial statements, and have someone they trust to go to whenever they have questions. This program will also help business owners who want to take their business to the next level by working with me in my one-on-one program to create strategies and do additional coaching on their business to grow their income or scale their business since they already have accurate financial statements and a place to start moving forward. This is often one of the pieces that hold business owners back from reaching their goals and a struggle I hear from many business owners when we have our first conversations about growing their business, so if you want to grow your business, this program is a great place to start.


When you join the Strategic Bookkeeping Academy, I promise you won’t be disappointed. You’ll be able to take the processes in this program, and depending on the bookkeeping solution you select to do your bookkeeping, you be able to create a simple step-by-step bookkeeping process specific to your business that will allow you to have clarity in your financial information and be confident when you are growing your business so that you can focus on creating the profits and goals you have for the future of your business. You don’t have to worry about messing up your bookkeeping or not knowing how to manage the financial side of your business.


How would it feel if you never had to do your bookkeeping alone again? Join me, and let’s do this together! I am here to guide you by setting up your bookkeeping system all the way through maximizing your results. I keep it simple; you’ll focus on the tasks that need to be done and create accurate and timely financial data so that you can stop wondering how your business is doing or wishing you knew what your financial statements were saying about your business. I’ll be here to answer the questions you have along the way, I’ve helped hundreds of business owners through this process over the last 25 years, and I believe you have what it takes to do your own bookkeeping as well. You’ll gain confidence and clarity with each and every step, and as you see the progress, you make with your business finances and the ability for your business to grow.


The Strategic Bookkeeping Academy is launching on June 15th, 2022, and there will be a promotion for founding members from June 15th through June 17th, 2022. This is the only time I’ll ever hold this promotion for the Strategic Bookkeeping Academy. I’m excited for you to join and start taking control of your business, gain a deeper understanding and master your small business finances. When you sign up in the first couple of days the program is open; you’ll save $500 and get lifetime access to the program. So, if you want more information and be eligible for the promotional price, if you can’t wait to join, or are curious to learn more about the Strategic Bookkeeping Academy for service-based business owners, come join the waitlist. You can get on the waitlist by going to www.FinancialAdventure.com/SBA and clicking on the waitlist button, enter your email address, and I’ll send you the information to register during the promotional period. I can’t wait to see you in the program. I’ll post links to this and other valuable resources for business owners and bookkeepers where you are listening to this podcast and in the show notes.

And, you know I’m going to ask…what’s at least one thing you will take away from this episode that will help your business succeed and grow your bottom line? If you need some accountability, join our PRIVATE Facebook community and post your action item, we’d love to support you.

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