Go from scattered piles of receipts and overwhelm about what you need for
taxes to a simple, workable system to track and manage your business money.
You're confused about what records to keep - and how long you're required to keep them
You struggle with inconsistent income throughout the year - or aren't sure how to track your income properly
You're afraid of what the tax bill might be - and not sure how you are supposed to pay it
You're overwhelmed by your pile of receipts and don't know where to begin with the mess
You've only got so much time in the day - and you don't want to waste it on admin tasks all the time
You don't want to miss out on deductions you should be taking - but you also don't want to get in trouble
You REALLY don't want to spend hours and hours gathering what you need to file your taxes
You have a simple system to track your business finances - so you can make confident decisions with your money
You use the ease of cloud accounting to simplify your tasks - so you can spend more time quilting
You have organized and accurate records - and you are ready for tax season on January 1st
You know where your business is at financially - so you can plan for growth with confidence
You plan ahead for your tax bill - and don't have to stress about where the money to pay it will come from
You know what is deductible - and know what to keep to prove it so you don't worry about the tax man
You finally have longarm specific advice for your business - so you don't have to guess anymore
If you are looking for a simple way to track your business money
that doesn't take a huge amount of time to maintain
(and doesn't require you to have a degree in accounting to understand)
Welcome to the first step in your journey to financial confidence!
In this module, I’ll introduce myself, share an exciting sneak peek of what’s ahead, and guide you through some foundational steps to
get your business finances on the right track.
Let’s get started—your business deserves this!
In this module, we’re diving into the heart of your business finances and getting everything set up just right. You’ll create a clear and organized chart of accounts so you can easily track your money and make sense of where it’s going. We’ll simplify the big concepts—so they actually make sense and feel useful.
By the end, you’ll have your business accounts connected, invoices customized, and everything ready to roll. It’s all about building a solid system that saves you time and gives you confidence!
This module is all about mastering your day-to-day transactions without the headache. You’ll learn how to quickly and accurately enter and categorize your income and expenses, so your records are both useful and stress-free. We’ll tackle real-life scenarios like start-up costs, personal purchases, and paying yourself—so you’ll know exactly what to do in any situation. By the end, you’ll feel confident managing your books and keeping things clear, organized, and ready for anything!
In this module, we’re getting you ready to handle reports and tax season like a pro. You’ll learn how to read and use key reports like your Profit and Loss, Balance Sheet, and Cash Flow Statement so you can grow your business. We’ll also make tax time a breeze with simple steps to track deductions, prepare documents, and stay organized. By the end, you’ll feel confident, prepared, and in control of your business finances—no surprises, just success!
Learning can sometimes feel overwhelming, but I’m here to make sure you feel supported and confident throughout the course. With Weekly Office Hours, you’ll have a chance to get your questions answered, clear up any confusion, and stay on track. This is more than just a Q&A—it's a safe space where you can talk about what’s working for you, share challenges, and even suggest ideas to make the course better for you. It’s all about giving you the tools and support you need to succeed, so you never feel stuck or alone on this journey!
Make the most of your meetings with your tax professional with this Essential Questions Checklist. This tool will help you ask the right questions about your business before filing, so you can get clarity, uncover potential savings, and avoid costly mistakes. It’s perfect for building confidence, making sure you’re not leaving money on the table, and walking away with a stronger understanding of your business finances.
Tracking your business mileage doesn’t have to be a headache! With this Business Mileage Tracker spreadsheet, you’ll have an easy, organized way to keep detailed records of your trips, mileage, and expenses. This means no more scrambling to piece things together at tax time—and you’ll feel good knowing you’re maximizing your deductions and keeping your finances in order.
Stay on top of your business and tax responsibilities with a ready-to-use Monthly, Quarterly, and Annual Task Checklist. This checklist will help you track what needs to be done—like filing deadlines, essential business tasks, and other important to-dos—so you can stay organized and avoid last-minute stress. With this system in place, you’ll feel confident knowing you’re always prepared and ahead of the game.
Whether you are just starting your business or have been in business for a while, this course will help you make sense of the financial tasks a business owner should do so you can leave the confusion behind you.
After payment you will be sent an email with instructions for login to the course area where you will have access to the Introduction. The following modules will be released each Monday, Starting with January 27th, 2025.
The amount of time you can expect to spend will depend on how long you have been in business and how active your business is. Rest assured that you will get quicker as you practice.
Not at all. This course will show you what you need step-by-step to build a system that works for you and your business, no accounting experience required.
My expertise is US tax but bookkeeping is universal. The tax lesson will be specific to US tax laws but should translate easily to Canada and other countries.
You will have lifetime access to Simple Start Bookkeeping.
I'd love to answer more questions for you!
Please send me an email via this contact form and I'll get back to you with those answers.
I am confident that Simple Start Bookkeeping will be the solution to help you create a SIMPLE system to manage your business money, without all the overwhelm, so you can spend time in your business doing what you love.
If you don't find it helpful within the first 14 days you can request your money back - no questions asked.
That's how sure I am that you will get enormous benefit and value from Simple Start Bookkeeping.