Are You Ready To Go From The "Everything Entrepreneur" To The CEO of Your Business?
It just might be time to delegate your bookkeeping and accounting! How do you know when you've gotten there in your business?
You know its time to start delegating your bookkeeping when...
- You’ve been putting off bookkeeping until you make “more money"
- You’re not a professional bookkeeper with an accounting team
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You’re afraid to make more money because you don’t know how to manage it
If you're ready to grow your business but delegating your finances seems daunting, I've got good news for you...
Finance 101 will help you delegate your finances with confidence, and get the most value out of your relationship with your finance team so you can grow your business by leading your money.
If you're at the point in your business where you're asking questions like these...
How do I go about hiring a bookkeeper and feel comfortable delegating?
What should I be looking for when I review my reports?
What questions should I be asking my bookkeeper?
What is my CPA doing for me?
How can I protect my business as I grow?
How can I build a lucrative relationship with my bookkeeper/CPA?
What will my cash situation look like 6, 12, or even 18 months from now?
What is my ROI?
How do I know if I can afford to expand my team?
Then you are READY to take charge, and Finance 101 will help get you there!
Learn why in this short video...
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Why I Created This Course
After years of teaching entrepreneurs how to "DIY" their bookkeeping, I realized that managing your own bookkeeping not a long term solution for entrepreneurs who want to grow their businesses. Entrepreneurs need to learn how to delegate with confidence.
I also saw that the natural next level to tracking your money with bookkeeping is UNDERSTANDING the data you get from it, and knowing how to USE that data.
I didn't see where anyone was teaching this, and I decided to take action.
Read on and I'll share exactly what you'll receive with this unique Finance 101 experience!
Who is this course for?
Single Member LLCs (Or S -Corps) who have already delegated their bookkeeping, but aren't seeing the value, or who are READY to delegate but unsure on where or how to start.
You can hire your "family friend" and still get the most value out of the relationship, or you can hire a professional and ensure that your internal controls are in place.
Here's What Makes Finance 101 So Empowering for Entrepreneurs Like YOU...
I created this course after YEARS of providing financial training and troubleshooting for entrepreneurs just like you. This course is perfect for you if you're ready to delegate your bookkeeping, and want a compass to guide the relationship to meet its full value. It will also help you both understand and use your financial data grow your business. No more getting lost and confused in financial jargon and mysterious data!
If you're an entrepreneur ready to take confident leadership of your finances and you:
✅ Are already doing your own bookkeeping but want to hire/outsource ASAP and you are ready to lead confident Finance conversations and make confident decisions...
or
✅ You've already hired someone to do the day to day work for you and you are ready to lead confident Finance conversations and make confident decisions...
Finance 101 is the perfect next step to create the financial foundation you need for the business you LOVE!
Get Confident With Financial Conversations
Inside Finance 101, you'll learn how to read your reports, what questions to ask, and how to use the data to support your goals.
Learn How To Financially Protect Your Business
"I didn't know" won't exempt you if you ever find yourself in a financial predicament. In this course I teach you the foundational basics that will cover you from most "red flags".
Manage and Improve Your Cash Flow
You'll learn how to calculate your ROI, project your business cash flow, and (best of all!) increase profits.
Here's What You'll Learn Inside Of Finance 101
(A Peek At The Course Curriculum!)
A Deeper Dive Into The Power of Finance 101
I created this course after having thousands of conversations with my bookkeeping clients. Through these conversations, I learned how best to utilize my bookkeeping skills as an asset for my for entrepreneurs just like you.
The truth is I've seen far too many business owners get taken advantage of by financial professionals. Many times, business owners just don't know what to ask their bookkeepers and accountants. So the relationship between them and their financial professional never reaches its fullest potential.
Now, of course, I can't be everyone's accountant. BUT, in this course I'll teach you everything I've learned over the years. It's my mission to help entrepreneurs lead their finances more confidently, and in Finance 101, that's exactly what I'll do!
I explain it more in the short video below...
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FAQs about Finance 101
- Do I need QuickBooks Online (QBO) to take this course? No, you don't need it. But it might give you 10% more value if you do because I use QBO examples and addedsome technical steps using QBO
- What if I have been doing my own bookkeeping up until now and want to delegate it? Perfect! If you have been a DIY-er, a good first test for your new bookkeeper would be to help you find items you may overlooked, and what to focus on first. You can prepare yourself for delegation with what you'll learn in this course.
- What if I don't currently have an accounting team? Will you show me how to start? Yes! In some cases it's better to start from scratch then fix old mistakes. I will walk you through how to choose the best fit for you and even set them up for success so that they can support you best.
- What if I am transitioning between bookkeepers? What is the best approach? Luckily for you, the answer and more is in this course!
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I am a small business owner with minimal net income, should I start now or wait until I am "more successful"?
Honestly, delegating your finances is a mindset and not a "dollar amount" the right financial team should be able to support you to increase your profits and not just check the boxes. If you are dedicated to growth and can set aside an investment (you can work within most budgets) this is a great time to start now as opposed to waiting until you have no time, but more profits.
Hi, I'm Kaylee!
I teach Entrepreneurs to leverage QuickBooks Online as a tool to enhance their business and make the MOST of their money.
Since 2006, I have spend my career as an accountant, supporting entrepreneurs and small business owners.
In my early years, I felt like the financial industry held a sort of "power" over business owners. I noticed that most financial professionals never had key proactive conversations with their clients. The never educated their clients to understand their financial data. They seemed to keep it all a mystery, and as a result, their clients never really understood their own financial position, nor feel confident about it.
By giving entrepreneurs a financial education, they inevitably feel more empowered, make aligned financial decisions, and ultimately see more financial growth.
That's my mission, and I'm looking forward to sharing my knowledge with you!
In everything I teach, you'll learn how to understand your money, QuickBooks Online, and how to use what you learn make your big-picture financial goals happen.
Need QBO training instead?
If you are asking questions such as:
- Which QB version is right for me?
- How do I set up my chart of accounts?
- How do I build out your company preferences?
- How do I import data to build out my customers/vendors/etc?
- Basic function of using QBO and how to take over your day to day bookkeeping.
Then you might find a better fit for our Fresh Start QBO training, this is where I will show you how to do DIY your bookkeeping.
Move through QBO like a Pro in this DIY Bookkeeping course