Learn QuickBooks from start to finish with a complete step-by-step training program. I'll show you exactly how to set up, use, and manage QuickBooks correctly, so you can stay organized, understand your numbers, and run your business with confidence.  

Perfect for:

- Business owners doing their own bookkeeping

- Family/friends helping with someone's books

- Anyone who wants to understand their numbers without hiring a bookkeeper

Here's Exactly What You'll Learn in Boss Your Books

This isn't an accounting class. This is practical, step-by-step bookkeeping training for business owners who want to understand their numbers without the jargon.

Module Breakdown:

📊 Module 1: Understanding the Basics of Bookkeeping

What you'll learn:

• What bookkeeping actually is (and what you really need to track vs. what you don't)
• The difference between bookkeeping, accounting, and tax prep (so you know what's your job and what's your accountant's job)
• How transactions flow through your books
• The fundamental principles that make everything else make sense
• Common myths that make bookkeeping feel harder than it actually is

Why this matters: You'll stop feeling intimidated and start understanding the "why" behind what you're doing. This gives you the confidence to make decisions, not just follow steps blindly.

💳 Module 2: Connecting & Organizing Your Bank Accounts

What you'll learn:

• How to connect your bank accounts to QuickBooks Online
• Setting up credit cards and other financial accounts
• Organizing multiple accounts (business vs. personal, different banks)
• Understanding bank feeds and how they work
• Best practices for keeping your accounts organized from the start

Why this matters: Your bank accounts are the foundation of your bookkeeping. Get this set up right and everything else becomes easier. Mess this up and you'll be fighting your books forever.

💰 Module 3: Recording Income Properly

What you'll learn:

• How to record different types of income correctly
• Understanding when income is "earned" vs. when it's paid
• Handling deposits, payments, and invoice income
• Recording cash vs. credit card vs. check payments
• What to do with partial payments and retainers
• Categorizing different income streams

Why this matters: If your income isn't recorded correctly, your profit reports will be wrong. This module ensures every dollar coming in is tracked accurately so you know what you're actually making.

📝 Module 4: Managing Expenses & Receipts

What you'll learn:

• How to categorize expenses correctly (what goes where and why)
• Handling receipts (digital vs. paper, what to keep, what to toss)
• Recording credit card purchases, cash expenses, and online transactions
• Understanding the difference between different expense types
• Setting up systems to track expenses without drowning in receipts
• Dealing with personal expenses accidentally charged to business accounts

Why this matters: Expenses directly impact your taxes and profitability. Categorize them wrong and you'll either overpay on taxes or underpay and face penalties. This module keeps you out of trouble.

📄 Module 5: Invoicing & Accounts Receivables

What you'll learn:

• Creating and sending professional invoices
• Setting up customer accounts
• Tracking what you're owed (who owes you and how much)
• Managing payment terms and due dates
• Following up on overdue invoices
• Recording payments when they come in
• Running reports to see outstanding invoices

Why this matters: Getting paid is kind of important. This module ensures you're tracking every dollar you're owed and makes it easier to follow up on late payments without awkwardness.

💼 Module 6: Accounts Payable & Paying Bills

What you'll learn:

• Setting up vendor accounts
• Entering bills vs. entering expenses (and when to use which)
• Tracking what you owe and when it's due
• Scheduling payments and managing cash flow
• Recording bill payments correctly
• Running reports to see what you owe

Why this matters: Late payments cost you money (late fees, damaged relationships with vendors). This module helps you stay on top of what you owe so you never miss a payment or pay something twice.

✅ Module 7: Reconciling Accounts

What you'll learn:

• What reconciliation actually is (and why it matters)
• Step-by-step process for reconciling bank accounts
• Reconciling credit cards
• Finding and fixing discrepancies
• What to do when things don't match
• How often you should reconcile (and why monthly matters)

Why this matters: Reconciliation is how you catch errors, fraud, and missing transactions. It's the quality control that ensures your books actually match reality. Skip this and your books are basically useless.

🚨 Module 8: Common Mistakes Found in Bookkeeping

What you'll learn:

• The most common bookkeeping mistakes business owners make
• How to identify if you've made these mistakes
• How to fix them without starting over
• Duplicate transactions and how to clean them up
• Wrong categorizations and how to correct them
• Missing transactions and how to find them
• Personal vs. business mix-ups

Why this matters: Everyone makes mistakes. This module shows you how to spot and fix them before they become disasters. It's like having a checklist of "what not to do" so you can avoid the pitfalls.

📊 Module 9: Reviewing Reports & Understanding Financials

What you'll learn:

• How to read and interpret your Profit & Loss statement
• Understanding your Balance Sheet and what it tells you
• The difference between cash and accrual reports
• Key metrics to watch for your specific type of business
• How to spot red flags and errors in reports
• What to actually look at each month vs. what you can ignore
• Using reports to make business decisions

Why this matters: Reports are where the magic happens. This is how you know if you're profitable, if you can afford that hire, and whether your business is actually working. Without understanding reports, you're just entering data for no reason.

🎯 Module 10: Getting Ready for Tax Time & Knowing When to Hire a Bookkeeper

What you'll learn:

• What your accountant needs from you (and when they need it)
• Year-end procedures and tax prep checklist
• Common tax deductions to track throughout the year
• How to prepare your books so your accountant doesn't charge extra
• When it makes sense to hire a bookkeeper vs. doing it yourself
• What to look for when hiring a bookkeeper
• How to work with a bookkeeper effectively

Why this matters: Tax season doesn't have to be stressful. This module ensures you're always prepared. Plus, you'll know when you've outgrown DIY bookkeeping and need professional help—and how to make that transition smoothly.

MEET YOUR INSTRUCTOR

I'm Kyle, a small business bookkeeper who has helped over 100 businesses move from financial chaos to clarity.

Here's what I know: most business owners aren't avoiding their books because they're lazy or irresponsible. They're avoiding them because no one ever taught them what to do in plain language, and now it feels too overwhelming to figure out.

That's where I come in.

I teach bookkeeping the way I wish someone had taught me—no accounting jargon, no complicated formulas, just clear explanations of what you need to know to keep your books clean and understand your numbers.

I created Boss Your Books because I kept meeting smart, capable business owners who were stressed out about their finances simply because they didn't have a clear system to follow. This course gives you exactly that: a step-by-step roadmap for organizing your books, understanding your reports, and feeling confident about your numbers.

My background:

• Professional bookkeeper for 6+ years
• QuickBooks Online certified
• Cleaned up and organized books for 100+ small businesses
• Helped business owners save thousands in accountant fees by teaching them to do it right from the start
• Specialize in teaching bookkeeping to non-accountants

My teaching philosophy: I care that you actually understand what you're doing, not just that you can follow steps. I explain the "why" behind everything so you can handle situations that aren't covered in a tutorial. And I never use accounting jargon without explaining it in normal human language first.

My promise: By the end of this course, you'll know where your business stands financially, what to pay attention to moving forward, and how to make informed decisions based on real numbers instead of assumptions.

Investment

🎯 FOUNDING MEMBER PRICING - Limited Time Offer

I'm looking for 20 business owners to be founding members of Boss Your Books.

Here's the deal: You get the entire course at $247 instead of $497. In exchange, I ask that you complete the course and provide honest feedback about your experience.

Why am I doing this?

Because testimonials and real success stories from business owners like you are worth more to me right now than full price. Once I have 20 founding member reviews proving this works, the price goes up to $497 permanently.

What You're Getting:

✓ 10 comprehensive modules ($800 value)

✓ 50+ step-by-step video lessons ($600 value)

✓ QuickBooks Online training ($300 value)

✓ Downloadable workbook with exercises & templates ($150 value)

✓ Bookkeeping cleanup checklist ($67 value)

✓ Monthly routine template ($47 value)

✓ Lifetime access to all updates ($400 value)

✓ Tax season prep checklist ($67 value)

Total Value: $2,431 Regular Price: $497

FOUNDING MEMBER PRICE: $247

Save $250 + Get Lifetime Updates Free

⚡ Only 17 founding member spots remaining at this price

After 20 founding members, the price increases to $497 permanently.

Here's the reality:

Your accountant charges $150-300/hour.

Book cleanup before tax season costs $500-2000.

Missing deductions costs you even more.

This course costs less than what you'd pay your accountant for ONE hour of work—but gives you skills you'll use for years.

Compare that to:

• Hiring a bookkeeper: $200-1100/month (that's $2,400-13,200/year)
• In-person bookkeeping courses: $2,000-5,000
• Business accounting classes: $3,000+ per semester
• Learning by trial and error: Priceless (and stressful)

This course pays for itself:

• The first time your accountant doesn't charge you extra for cleanup (saves $500-1000)
• When you catch a mistake that would have cost you thousands
• The moment you can confidently make a business decision based on real data

As a founding member, you also get:

✓ Lifetime access to all future course updates at no additional cost

✓ Priority support during your first 60 days

✓ Your success story featured (if you want) to help other business owners

Claim Your Founding Member Spot - $247

Founding member pricing ends after 20 enrollments. After that, $497.