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Bringing It Together: Month & Year End
7 Lessons-
StartIntroduction: Bringing it Together
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StartLesson 1: Reconciles
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StartLesson 2: Creating Financial Reports: Profit and Loss
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StartLesson 3: Creating Financial Reports: Balance Sheet
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StartLesson 4: W-9s and 1099s
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StartLesson 5: Closing the Books and Starting the New Year
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StartLesson 6: To The Tax Preparer
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Bringing It Together: Analytics and Strategy
8 Lessons-
StartLesson 7: Financial Analytics for Strategy - An Overview
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StartLesson 8: FAFS - Profit and Loss
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StartLesson 9: FAFS - Balance Sheet: Assets
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StartLesson 10: FAFS - Balance Sheet: Liabilities
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StartLesson 11: FAFS - Balance Sheet: Equity
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StartLesson 12: Break-Even Analysis
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StartLesson 13: Cash Management
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StartLesson 14: Tax Savings Plan
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Solopreneur Bookkeeping System: Bringing It All Together
How to use your financials daily for management and compliance
Course Summary
This course is designed for solopreneurs and micro-businesses who are looking for an easy way to keep organized, compliant books.
Course Curriculum
Debbi Allison Allison
Co-Founder of the Solopreneur Bookkeeping System
Debbi's background includes business financial coaching, accounting, and training bookkeepers for over two decades.
Beth Wiggins
Co-Founder of the Solopreneur Bookkeeping System, Beth has worked in tax preparation and bookkeeping since 1999.
