Take the Challenge: Better Books in 7 Days
A good set of books is one of the crucial elements every successful business needs to have. It allows you to see where you stand financially, tells you where and how you are making and spending money, and keeps all those important records in one place to make it easier when tax season rolls around.
If you’ve spent hours searching and digging for invoices and receipts every April, I see you – and I can help! Imagine being able to run a report at year-end with the click of a button so you or your tax accountant has everything they need in one place!
During the 7 Day Challenge, you’ll learn just that, starting with how to set up and simply maintain your books throughout the year. By Day 7, you’ll have more confidence working in Quickbooks, where you can create invoices, enter and pay bills, reconcile your accounts, and run reports that will help you run your business.
The 7 Day Challenge is free to join and runs you through Quickbooks in 7 quick, 10-minute videos you can watch and rewatch as you populate your own Quickbooks account. Don’t have Quickbooks yet? You’ll get a free 30-day trial to use so you can decide if the software and processes are right for you!
Is the 7 Day Challenge Right for You?
Are you feeling like you are always behind on invoicing, paperwork, and paying bills – or don’t want to admit that you don’t really know the financial status of the business?
The good news is, you’re not alone. I work with many business owners in various stages of their business to help them get a handle on their books so they can be less stressed and have more time to focus on the part of their business they truly enjoy (spoiler alert – it’s not bookkeeping)!
The 7 Day Challenge is for you if you:
- Are lacking a bookkeeping system (or have one that is disorganized)
- Don’t have a lot of time for paperwork and bookkeeping
- Don’t understand how to use QuickBooks
- Feel balancing your books is outside your comfort zone
- Have tried to learn the system by yourself and feel overwhelmed
- Aren’t sure where to even start when it comes to your business bookkeeping
Frequently Asked Questions
I don’t currently have a QuickBooks account. Will I need one for this challenge?
If you have never used QuickBooks, no worry! You can sign up for a free trial as the 7 Day Challenge starts, learn how to use the software, and decide from there is it is right for you.
How much time will I need to dedicate each day to be able to get value out of the challenge?
We know you’re busy, so this course is specifically designed to give you the information you need to make progress daily without the extra fluff. Each lesson will be under 10 minutes to allow you to have time afterward to implement what you learned. We recommend 30 minutes a day.
I don’t personally handle the books for my business but have an employee/friend/family member who does. Should I take this challenge or should they?
Because we will be diving into the software, it is best whoever will be balancing your books day-to-day using QuickBooks takes the course. That said, it is never a bad idea to know the ins and outs as the business owner, especially when it comes to expense tracking and providing your bookkeeper with all the information they need to do their job better. This is a free course so there is no harm in taking it together.