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Setting Up Your Quickbooks Online File 

doesn't have to be complicated.

There's a simple method to get set up and cleaned up in 30 days.

If you’re a small business owner who's tired of using spreadsheets or purchased a Quickbooks Online file but quickly got overwhelmed…. you need to find a Quickbooks Online coach.

Bookkeeping is mandatory and not an option if you are a business owner. 

Keeping a clean set of books helps you to steer your business in the right direction AND keep the IRS off your doorstep. 

Doing the bookkeeping yourself at first saves money, and helps you to learn a very important piece of your business that will be valuable once you hand over the reins to an experienced bookkeeper.

But did you know that you could have a Quickbooks coach to help you not go it alone?

HERE'S WHAT YOU

MIGHT NOT KNOW

 

  • If you set up your books accurately at the beginning, you save yourself tons of time, energy, stress, and money.

    Winging it in Quickbooks is not an easy feat, trust me, I've been there when I first started my business. Sure there are lots of plesant little tutorials, but there's lots of accounting pot holes for you to get duplicate entries, misclassify expenses, or deposit funds without applying it to the correct account. If you don't know what you are looking for it also gets super stressful because you just feel helpless and stressed. If you are doing something wrong for years, the errors compound and will create a heafty clean up bill when you transition to a bookkeeper. 
  • There is an efficient method to doing bookkeeping.

    Bookkeeping doesn't have to take a million years to complete. There's a lot of technology that actually helps it to take less time than it ever has.
  • Cost Effective

    Did you know the minimum monthly fee for a Quickbooks Live Bookkeeper starts at $400/month AND it's just for super duper basic bookkeeping, i.e. reconciling your bank accounts and matching expenses to your bank statement. That's a lot of cash that you can save if you learn how to do those things yourself.
  • Bookkeeping is the same processes every month. You get the process down, you can do your own bookkeeping.

    That's right, every now and again there might be a weird entry that you have to deal with, but many small business owners with limited expenses or complicated structures can DIY their bookkeeping until it makes sense for them to outsource.
  • Keeps you in the loop

    This is an important one, once you know how to do the bookkeeping, you'll always be in the loop. It will help you to know what you are looking for and avoid an employee taking advantage in the future.
  • Learning the basic business finances helps your business in the long run.

    If you know your numbers, it's helps you to know exactly where your business stands. Are you making money? Are you losing money? If you don't keep your books current, you just won't know. 

Even though the reasons to DIY your bookkeeping are obvious, the path to doing it successfully is anything but

YOU NEED HELP SETTING UP THE QUICKBOOKS FILE

Don't go it alone, learn the set up method of a high level bookkeeper.

 

 

So many small business owners jump in and "wing it" when it comes to set up of their Quickbooks file.

This leads to headaches, frustration, inaccurate financials, and an expensive clean up at the transition to hiring a bookkeeper. 

This is totally avoidable!

The Shame Free Bookkeeping Course is a step by step efficient solution to getting your Quickbooks Online file set up properly.

The 3 Myths That Are Keeping You From Getting Your Books in Order with Less Stress 

Myth #1

I Don't Have Time

I get it, bookkeeping isn't super fun, but it's not an option.
If you don't care because of how important it is to know your numbers, you need to care in case you are audited by the IRS.

They don't care if you "didn't know" how to do the books, they expected that you would learn how or hire someone to them.

You have to find the time, and once you slow down to set it up properly and learn the method, it should take less time if you are consistent.

Myth #2

I'm not good at numbers

I went to Art school people, I didn't get a business degree and I wasn't top of my class in any math clasess I took. 

Can you follow a process? Good! Let Quickbooks be good at math for you.

Myth #3

I'll just outsource right away

This is common and understandable, but having a good grasp on the bookkeeping process, routines, and controls is very beneficial to help you avoid fraud and embezzlement from an employee. If you hand over the keys of the kingdom right away, it will be harder to spot if someone isn't being very honest.

Shh...I'm going to let you in on a little secret

Do you ever feel like if you start paying attention to your bookkeeping, your going to get weighed down with daily tasks you don't want to do?

I used to think that too!

But here's the good news, once you learn my simple method, the technology does most of the work for you, letting you get back to your favorite business activities of serving your customers!

Get a Quickbooks Online ProAdvisor on your team to be the visionary leader you are!

Frequently Asked Questions

What people asked about the Shame Free Bookkeeping Course

This is an interactive experience, so the course is only opened at certain times during the year. There is weekly coaching to ensure that you are on track to getting your file set up and running within 30 days.

No, this course is only meant for Quickbooks Online files (excluding Quickbooks Self-Employed). Quickbooks Desktop or any other accounting software will not work with this program.

No, there will be a section in the course that goes over the different Quickbooks options. You can wait until that module to purchase if you'd like, so you can learn about which features work best for your business.

Shame Free Bookkeeping enrollment is currently closed.

But we are really excited to help and will let you know when it's available!

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