Bookkeeping basics
Shopify Bookkeeping
Made Simple
A self-paced course to help you master the bookkeeping basics and feel confident in managing your own retail bookkeeping using Quickbooks Online.
What if you could have confidence in your numbers WITHOUT hiring a bookkeeper?
Can you relate?
- You say "I'm not good with numbers," and you get confused & overwhelmed anytime you look at them
- You're actually a little embarrassed at how you've just been ignoring your numbers
- Tax time is always super stressful, and you don't even really know what numbers you need
- You're ready to finally understand where all your money seems to be disappearing to each month!
If so, It's time to learn a little
Bookkeeping 101
with...
Shopify Bookkeeping Made Simple
- 5 core modules that teach you the bookkeeping basics so you know EXACTLY how to stay on top of your own retail bookkeeping
- 12 month access to a private Facebook community where you can post your questions answered related to the course content OR your own bookkeeping
- Monthly Q&A calls inside the Facebook community where you can get even more support as it relates to your bookkeeping questions
- Workbook & templates to help you be able to learn & implement everything faster!
Enroll today to get instant access to all course modules & bonuses
Learn about bookkeeping
in the 5 core modules:
Purchase & Setup
- How to choose the right subscription level of Quickbooks Online
- A complete walkthrough of how to purchase your subscription
- Some bookkeeping basics lingo to get you started on the right foot!
- How to ensure all back end settings are configured correctly
- How to create & import a custom chart of accounts
- How to connect / import bank & credit card feeds for simplified bookkeeping
Recording all the Money Out
- How to navigate and use the bank rules for recurring purchases & deposits
- How to record inventory purchases vs overhead expenses
- How to record payroll wages vs payroll taxes
- How to record paying yourself
- How to record payments towards credit cards, loans, or other liabilities
Recording all the Money In
- How to accurately record all sales information so your numbers match Shopify
- How to accurately record sales tax you collect (and pay) from your customers
- How to accurately account for the costs of the products you've sold (COGS)
Reviewing
- How to easily compare all bank & credit card accounts against statements to ensure accuracy
- How to reconcile all payment processors to ensure you're tracking those deductible processing fees!
Reporting
- How to read and UNDERSTAND your balance sheet
- How to analyze your Income Statement (P&L)
- How to read your statement of cash flows statement so you can SEE where all your money goes each month
But wait, there's more!
- 12 month access to the private Facebook community
- Discount on your Quickbooks Online subscription (new subscribers only)
- Monthly Q&A calls to get additional support in your bookkeeping needs
- More to come!
Can you imagine...
Being all ready for taxes with the click of a button? (okay, maybe like 5 clicks…but still!)
Actually KNOWING where your money is going each and every month?
Being in control of your money so you can know what you can afford to PAY yourself for all the hard work that you pour into your business?
It all starts with knowing
how to do bookkeeping
how to do bookkeeping
- Enroll today to get instant access to all the core modules & bonuses to master the bookkeeping basics
- Start implementing what you learn right away as you work on your OWN bookkeeping while watching the step-by-step instructional videos
- If at any point you get stuck or have questions, post them in the private Facebook community to get help from a professional bookkeeper
Enroll today to start feeling confident in your own bookkeeping!
Frequently Asked Questions
Great! Then you can skip a lesson 🙂 This course will still help you make sure that your back end is set up correctly, and it will teach you ways to streamline & verify your bookkeeping for 100% accuracy!
Absolutely! The video lessons are designed in a very step-by-step format. After you watch a lesson, it’s designed for you to go and DO that step in your own bookkeeping. That applies whether you do it for just one month, or for the 14 months you’re behind 🙂
Yes! The bookkeeping itself is the same no matter what point of sale system you use. I use Shopify as the example software, and I demonstrate exactly where to go in Shopify to get the numbers we need for your bookkeeping. However, if you use a different Point of Sale system, they should all have similar reports! If you can’t find the necessary numbers, just join a monthly Q&A call and I can help you search for them.
Not at all! This is designed for something with no bookkeeping experience. We start by covering some bookkeeping basics, and then we expand on those to fit the specific needs of your retail business.
I don’t recommend starting with Quickbooks mid-year, because you’re going to be in a similar place when tax season comes around, manually adding your numbers from QBO to your spreadsheet numbers. It can be great practice going through previous months and getting everything YTD caught up in Quickbooks, and it will make tax come SO much easier!
Since this course is entirely self-paced, that’s entirely up to you! There are approximately 42 different videos, ranging anywhere from 30 seconds to about 20 minutes, but it’s designed for you to watch a video, and then implement that step in your own bookkeeping. So, it will really depend on how much bookkeeping you need to do along side the course!
Nope! You will get lifetime access to the course! After 12 months, you will lose access to the private Facebook community with the monthly Q&A calls. But hey, by then, you’ll be a pro, and you probably won’t need them! (However, I may be adding an option to extend the membership so you can ALWAYS have a bookkeeper in your back pocket).