What To Expect
Financial and accounting strategy sessions.
Set up, organize, and streamline your accounting/bookkeeping system
QuickBooks Online or FreshBooks tutorial and training sessions
Set up and customize third-party app integrations with QuickBooks Online or Freshbooks (such as TSheets, Square, PayPal, HubDoc, Wagepoint, Receipt Bank, Dubsado, and many more)
The Benefits Of Doing Your Own Bookkeeping
While outsourcing your bookkeeping and accounting can save time, managing your own bookkeeping system puts you in control and helps you better understand your bottom line. Over the years, accounting software like QuickBooks Online and FreshBooks have made their interface more user-friendly with automation, cloud accounting, and app integration to make it easier for business owners to navigate. This has made DIY bookkeeping more popular and simple to do.
After our DIY bookkeeping tutorial and training sessions, our students benefit from:
By doing the bulk of the bookkeeping yourself, you pay less for accounting and tax preparation services because your books are in order. Additionally, you can save money by simplifying and streamlining the process. As you do your own books, you can find ways to integrate apps into an all-in-one accounting system without having to toggle between applications for invoicing, spreadsheets, gathering receipts, payments, and inventory trackers, to name a few.
You are in control
Because you are posting transactions daily, weekly, and monthly, you have a hands-on view of all financial activity happening in your business in real-time. This means no surprises during year-end, and you can fix problems quicker, as soon as you see them.
You understand your business better
As a business owner and entrepreneur, there’s no one else who will care about your business more. The more you know about all the details in your business, including operational costs, cash flow, profit, and the peaks and valleys throughout the year, the easier it is for you to budget and plan strategically for short-term and long-term goals.