Bookkeeping: Beyond the Boring (BBtB)
The perfect course for the new solopreneur or microbusiness owner who's asking "What the heck do I do with my business finances?"
“Kaela is a great teacher! She is engaging and relatable. She presents complex content in a manner that is clear, accessible, and interesting. I learned a ton from this course, and have specific, actionable steps to take (and super helpful templates to use) to improve my business bookkeeping and to better track my finances. Whether you hire a bookkeeper or keep your own books, this course will help you gain confidence around managing your business finances, and will make tax prep much easier. I highly recommend taking this course and hiring Kaela to be your bookkeeper. She is a champion of small business owners and is exactly the kind of person you want on your team to help support your success.”
Rachel D.“This workshop provided the practical information I needed presented with an engaging spirit. After having ‘figure out the books for our business’ as an overwhelming and undoable task on my to-do-list, I walked away from the workshop with knowledge and concrete action steps that I felt inspired to take immediately!”
Anne Kellogg, Las Hermosas“I learned a lot from BBtB. It made me feel more confident and motivated to take better control of my bookkeeping for my small business. I am glad I did it! ”
Mary C.You are a total badass, whether you think so or not. You are brave for pursuing a life of freedom and making a living doing what you're passionate about.
BUT - and I'm just guessing here - when it comes to your business finances, you're a little lost.
Maybe:
OR maybe you have a system that's working for you, but:
It's a lot. I get it. And I want you to know, there's no shame in any of this.
But in order for you to own a joyful, successful business, you're going to need a better way.
If you're here... |
And want to be here...
|
Insecure and scared |
Confident that you are the badass business owner I know you to be. |
Uncertain and hesitant |
Empowered to make business decisions with certainty because you have all the information you need. |
Lost and confused |
Educated on best business practices, things to avoid or look out for, and how to use your data. |
Stressed and lying awake at night |
Sleeping better because you know what you’re doing, that your expenses will be paid, and you’ll have enough for taxes. |
Ashamed and feeling like a fraud |
Supported by someone who isn’t going to shame you because you don’t know speak accountant – that’s not everyone’s bag, and that’s why I have a job! |
Unsafe and anxious |
Secure in your finances, knowing no one is taking advantage of you and the IRS isn’t going to be knocking down your door. |
Burnt out and doing things inefficiently |
Time rich and free! Now that you have step-by-step instructions, you'll have less stress and more time to focus on what you love, where you want to go. |
Strapped and stuck |
Wealthy from a growing business that will be emotionally sustainable long-term. |
Dreading looking at your business finances |
Excited to do your books and Make. That. Money! |
“Bookkeeping Beyond the Boring was definitely not boring! I learned so much and Kaela made it so easy to understand, didn’t overcomplicate an already overwhelming topic and she was so accepting of the idea that it’s okay if you don’t now what you’re doing! I felt inspired and realized it’s not as scary as I thought. She broke down money management in a fun and engaging way, highly recommend!”
Kelsey Telek“I would highly recommend BBtB with Kaela. She was a very engaging and fun teacher (even on Zoom)! She was clear and concise, covering all the relevant topics in a way that was very easy to understand and digest – especially for a beginner business owner. It was amazing the amount of content she fit in. Definitely take this course, you’ll be glad you did!”
Jill R.“"Kaela is a great teacher! She is engaging and relatable. She presents complex content in a manner that is clear, accessible, and interesting. I learned a ton from this course, and have specific, actionable steps to take (and super helpful templates to use) to improve my business bookkeeping and to better track my finances. Whether you hire a bookkeeper or keep your own books, this course will help you gain confidence around managing your business finances, and will make tax prep much easier. I highly recommend taking this course and hiring Kaela to be your bookkeeper. She is a champion of small business owners and is exactly the kind of person you want on your team to help support your success.”
Rachel D.Learn how to easily manage your business finances so you can stop losing sleep, build a profitable, sustainable business, and spend more time focusing on what you love.
Learn the basics of what to track and how.
Get your money mindset right!
Implement a simple system to pay yourself, cover your operating expenses, save for taxes, AND stay sane.
Understand how to read your financial reports.
Be prepared for income tax time.
Have the info you need to make smart business decisions that feel good in your SOUL.
Learn what to do when you're ready to outsource and how to protect yourself from scams.
Click the arrows to the right to view all the lessons!
1. Beginning Assessment
2. Welcome and Meet Your Instructor!
3. Course Tour
1. Intro to Money Mindset
2. What is the #1 Money Mindset Issue for Women?
3. Why Is it So Hard for Me to Charge More?
4. How do I Know if I Have Imposter Syndrome and How do I Overcome it?
5. How do I Know if I Have a Scarcity Mindset and How Do I Overcome it?
6. Money Mindset Challenge and Wrap Up
1. Intro to the Basics Module
2. Why do I Need a Business Entity and Which One Do I Choose?
3. Why is Separating Business and Personal Finances a BIG deal?
4. Should I Track in a Spreadsheet or in an Accounting Software?
5. Business Budgeting with Michelle Lucas of Wallet Therapy
6. What Process Should I Follow for Doing my Books?
1. Introduction to Expenses Module
2. What Does Tax Deductible Really Mean?
3. What Can I Deduct from My Taxes_
4. What Vehicle Expenses Can I Deduct_
5. What Home Office Expenses Can I Deduct?
6. What's the Difference Between Cost of Goods Sold and Operating Expenses?
7. How Should I Track my Merchant Fees?
1. Intro to the Assets, Liabilities, and Equity Module
2. What counts as an Asset and How Do I Track it?
3. What are Liabilities and How do I Track Them?
4. What is Equity and What Does it Mean for My Books?
1. Introduction to the Income Module
2. Do I Need to Pay Estimated Quarterly Taxes?
3. How do I Distribute my Income? (overview of the Bucket System)
4. What Percentages Should I use when Distributing My Income?