The Essentially Intentional Bookkeeping Course!

  • Acquire the actual knowledge needed to become a skilled bookkeeper for your own small business or for others’ small businesses as well

  • Gain confidence in the fact that your future bookkeeping will now lead to audit-proof and tax-compliant books

  • Don’t just learn about the latest bookkeeping software features available, take this course to gain a skillset that will last your entire bookkeeping career, no matter what changes happen to the software throughout your lifetime

The Essentially Intentional Bookkeeping Course
$399.00
One time
$215.00
For 2 months

Who This Course Is For

  • “Lifestyle” Businesses vary greatly. The only real definition is that business decisions are based on the highest priority being to support the owner’s desired lifestyle. However, there are usually some metrics and characteristics that are consistently involved in these kinds of businesses. This course is structured around focusing most of the content to support the bookkeeping for these types of businesses. The primary small business example throughout this course is an online graphic design company that uses QBO, Shopify, and Stripe in order to collect payment.

  • Although this course is mainly structured around online, lifestyle-type small businesses, the primary example throughout this course being an online graphic design business, this course is still beneficial and relevant to other small businesses as well. The reason is that the fundamental concepts taught in this course for tax-compliant bookkeeping are universal for all small businesses and industries. Outside of the primary graphic design example small business for this course, there are also included real-life examples from a wide range of other small business industries including: a coffee shop, auto repair shop, fishing guide, physical supply retail store, and more.

  • It has been pleasing to see such a high demand for this course from other small business bookkeepers dedicated to increasing their skillset to provide a more premium service. What this course will provide is a tightly structured curriculum building upon itself with highly relevant content for small business bookkeeping knowledge. Most training seems to be either focused too heavily on the current software features available, or overly complicated accounting that is irrelevant for small business bookkeeping. This course will allow you to future-proof yourself with a fundamental knowledge of small business accounting and bookkeeping for any and all future bookkeeping software releases. You will gain a more accounting-based skillset needed in order to round out your bookkeeping skillset and be prepared for any small business bookkeeping situation that arises.

Who This Course Is Not For

  • This course does not provide you with a promise of a simple bookkeeping template, whether it be Excel or QuickBooks Online, or anything like that. This course provides you with the skillset to utilize any present and future bookkeeping software confidently yourself now and in the future. There are other options out there if you are looking for a simple bookkeeping Excel template to plug numbers into. While this course does discuss the current bookkeeping solutions available as well as setting up some amazing automation features, and many of the shown examples utilize QuickBooks Online, the structure of the course is meant to be utilized no matter which bookkeeping software is desired.

  • This course is focused entirely on the goal of bookkeeping in a way to ensure maintaining tax-compliant and audit-proof small business books. This course focuses on maintaining accurate Profit & Loss and Balance Sheet Reports. This course does not provide any training on things such as: Project Tracking, Tags, Budgeting, Classes, Locations, Custom Forms, Custom Fields, etc.

  • Although we do go over QuickBooks Online and show the setting up and automation processes within, the course’s main focus is not on software training. Although, gaining knowledge of the course’s presented curriculum will actually be the best way to confidently navigate your bookkeeping software. There are plenty of free tutorial videos on my Youtube channel regarding QuickBooks Online software training.

What You Will Receive

“How To Become Your Own Bookkeeper” Course eBook

This will be your main accompanying workbook throughout this course. Downloadable to your phone, tablet, or e-reader.

Access to the Main Course Page

This can be best accessed via a computer or laptop to accompany the material within the course eworkbook on your phone or tablet. This page will include the video portions of this course. For each section of the course workbook, there are video supplements that can be accessed via this main course page.

Direct Access To Course Creator

You will gain access to a form available only to Course Members. This form will be a way for you to ask questions directly to the course creator and will be received in a separate, high-priority folder only containing the questions asked by my course members. This form will always be available to you at the bottom of the Main Course Page using your Course Member username and password credentials available after purchase.

Other Benefits

  • This course is structured for a specific audience only. For many topics out there, searching for scattered content could be sufficient. However, in order to learn the topic of this course, the only way to achieve it is with a structured curriculum. The reason for this is for full understanding, one topic must be learned, and then another topic gets added on top of that and then repeats. You cannot for instance learn what debits and credits are before first learning what journal entries are. The majority of the effort of this course creation was on creating the curriculum itself. The intentional structure of this course was built upon years of experience built upon obtaining an Accounting degree and working with a wide variety of small businesses providing services such as bookkeeping, tax filings, and CFO services.

  • Not including ongoing time savings from course training content such as showing bookkeeping automation available, here we mean time savings on learning the course material itself. The course curriculum was intentionally created using years of experience within the small business world. A quick and easy learning experience cannot be promised, but a no-fluff learning structure toward the ultimate goal of maintaining tax-compliant books can.

  • The “saved money” aspect of this $500 course purchase can be viewed in many ways. One could be the absence of the need to spend tens of thousands of dollars on accounting courses that focus mostly on corporate taxes and individual taxes and not the small business world. Another is that you can save thousands of dollars on bookkeeping classes that focus more on becoming a bookkeeper as a job for medium to large-sized businesses. Another is saving hundreds to thousands of dollars come tax filing time for your small business on book clean-up and filing services. Another is removing the need to hire a bookkeeper contractor for your small business. Let’s say the average cost for this is $500 a month, then you would get your investment worth back in one month. Over time, this can save you $6,000 - $10,000 a year for the rest of your small business ownership life. Another is tax savings by using this course to ensure you are catching all potential tax deductions. Another is that if you wanted to you could actually utilize this new skillset to obtain some side income if you desired by providing bookkeeping services for other small businesses. Finally, keeping your small business operating. Sadly, most small businesses end up closing due to cash flow and tax issues. Having up-to-date books throughout the year will be the best way to be proactive about avoiding this.

The Essentially Intentional Bookkeeping Course
$399.00
One time
$215.00
For 2 months

✓ Downloadable Course Workbook PDF
✓ Course Main Page Access With Video Content
✓ Lifetime Direct Access To Course Creator