Bookkeeping Basics for Solopreneurs
Going it alone doesn't mean you have to figure it out on your own
Money stuff can be stressful and downright frustrating!
Everyone you ask has different opinions, and google is just not giving you the answers you need. You're tired of getting mixed answers, you just want to get the most accurate information right now.
If you are newer in business, or are aspiring to go into business this is the course for you.
Hi there I'm Melissa, licensed Tax Pro, Bookkeeper, and California girl. I helps entrepreneurs reduce their stress and get their finances in order. I love hanging out with friends over coffee and that's what I want my students to experience. Grab a cup and let's learn about the financial side of running your business.
You can learn more about me over at www.whaleybookkeeping.com
This is not a stuffy accounting 101 Class that will have you glazed over in 60 seconds, This is practical information presented in simple language.
"I'd recommend your services to small business owners from the US because you're so friendly, smart and helpful! I really struggled to find a bookkeeping genius to talk to so I'm so glad I found you and had the pleasure of working with you."
- Nesha Woolery, Founder, Nesha Designs and The Shelancers Club
Here's What we're going to cover:
- Getting Started as a Solopreneur
Learn what your first steps should be when becoming a Solopreneur including setting up your business name, Tax ID, and bank account. We also talk about the differences between being an employee and a freelancer.
- Money In
Now that you're in business, it's time to get paid! I cover how to record income, what income to claim, what the heck a 1099 is, and how to actually pay yourself from the business.
As the saying goes, you have to spend money to make money. Do you know where your money is going? I'm going to show you how to record your expenses, how to categorize your expenses, what expenses count for business, and what to do when you pay someone else for services.
- Put it All Together
We've covered the foundation, and now you need to put it all together into a system. I'm going to review how to use software, or a spreadsheet, to keep track of your monthly income and expenses; How to read the numbers so you know how you're doing in business; and How to make a plan for your business money.
- BONUS LESSON-
Because I like you, I'm going to give you some understanding of how self-employed taxes work. What forms you'll be using, when to file, and how to file taxes.
THIS COURSE ALSO INCLUDES:
- Financial Terms Glossary PDF
- Expense Cheat Sheet PDF
"Yes, absolutely recommend especially to other early stage business owners who need a better understanding of bookkeeping. It's not something that you can outsource 100%, every business owner should have a baseline understanding of bookkeeping."
- Kiriath Masters, Owner, I Like That Lamp
If you're tired of stressing out about money,
bookkeeping, and tax time then Bookkeeping Basics is for you.
Frequently Asked Questions
I have broken the course down into sections and lessons within each section. The lessons are around 15-30 minutes each. You can go through the lessons as quickly or slowly as you like. You will have viewed and read approximately 5 hours of content once you have completed all the lessons.