Business Bookkeeping Academy
Your All-In-One Guide To Learning How To DIY Your Bookkeeping
Stop wasting hours inside your bookkeeping each month
Imagine having a color-code roadmap that tells you the exact task to do inside your bookkeeping and when to do it. It takes the guesswork out of your business money and puts you in the driver’s seat.
Stop second guessing every money move you make
Have confidence in how you’re coding your transactions, automate
Stop worrying about tax time
Create an easy to follow plan that walks you through how to plan and prepare for your taxes. Say bye-boy to frustrations, stress, and overwhelm. Strut to your tax preparer’s office (or strut up to your keyboard to send that email) and confidently hand over the reports they need to take care of your taxes - accurately and timely.
NO BRAINER PAYMENT PLAN
6 Payments of $67
>> Instant Online Access To The Entire Course Library
>> Access to the Private BBA Facebook Group
>> Worksheets, Checklists and Spreadsheets
>> Motivation and support along your journey
>> Semi-Monthly Profit Strategy Calls To Answer Your Q’s
>> Lifetime Access and Updates
>> BONUS: Color-Coded Bookkeeping Playbook
payment plan
3 Payments of $137
>> Instant Online Access To The Entire Course Library
>> Access to the Private BBA Facebook Group
>> Worksheets, Checklists and Spreadsheets
>> Motivation and support along your journey
>> Semi-Monthly Profit Strategy Calls To Answer Your Q’s
>> Lifetime Access and Updates
>> BONUS: Color-Coded Bookkeeping Playbook
>> BONUS: Reconciling Merchant Fees Workshop
BESt VALUE
1 payment of $397
>> Instant Online Access To The Entire Course Library
>> Access to the Private BBA Facebook Group
>> Worksheets, Checklists and Spreadsheets
>> Motivation and support along your journey
>> Semi-Monthly Profit Strategy Calls To Answer Your Q’s
>> Lifetime Access and Updates
>> BONUS: Color-Coded Bookkeeping Playbook
>> BONUS: Reconciling Merchant Fees Workshop
>> BONUS: Monthly Group Coaching Calls
Does this sound like you?
You’re a passionate service-based entrepreneur...
You pour love, energy and time into your clients every single day...
You understand why business numbers are important, but you’re not really sure how to translate those into higher income, why it takes so long each month to get them right, or if you're even doing it right…
Let’s see what you’re current bookkeeping style is, shall we?
You spend hours and hours each month coding transactions, sending invoices, and reconciling your accounts.
You connected your QuickBooks Online account to your bank and you send invoices, but that’s about it. You don’t really know how to code transactions or match payments with invoices.
You feel overwhelmed with your bookkeeping so you simply ignore it. Then each March you panic about taxes, expenses, and income. You know you’re leaving money on the table, but don’t know any other way to do it that doesn’t send your head spiraling.
Alright, let’s pull the curtains back and show you what’s inside Business Bookkeeping Academy. In this 90 day course, you’ll step out of your overwhelmed state and step into your zone of confidence by
Mastering QuickBooks Online with guided tutorials walking you through every step you need to take.
Crafting a proven bookkeeping routine that takes less than 30 minutes a month.
Validating your decision making by using real-time, accurate financials so you can stop wasting your money.
Leveraging your reports so you can build a profitable business and stress less during tax time.
Tracking All. The. Things from different income streams to expenses in QuickBooks Online so you can price with profits in mind.
Understanding your cash flow like an expert so you can start investing in yourself and stop running your business from your bank balance.
I get it, you want to learn how to do your own bookkeeping without wasting hours each month. You have clients to serve, content to create, and better things to do with your time. That’s where Business Bookkeeping Academy comes in.
You’re wishing for a magic wand to wave over your books each month and magically have tasks done for you. I’ll help you create simple automations to streamline all those small tasks so you can get in and get out in no time.
You Ready?
Become a Business Bookkeeping Academy Member
TAKE A PEEK INSIDE...
+ MOUDLE 000: Welcome
- Outline of Business Bookkeeping Academy
- Bookkeeping Checklist To Know What Tasks To Do and When
+ MOUDLE 001: Take Account
- Selecting The Right QuickBooks Online Package For Your Business
- Accrual vs. Cash Basis 101
- Setup and Personalization Of Your New QBO Account
- Creating and Personalizing Your Chart of Accounts
+ MODULE 002: Banking
- Bank Feeds 101
- All About Bank Rules
- The Easy Way To Match Transactions
- How To Reconcile QBO To Your Bank Accounts
+ MODULE 003: Getting Paid
- Setup Services + Products and Client Setup
- Overview of Invoices and Sales Receipts
- Sending Invoices and Creating Recurring Invoices
- How To Setup Late Fees
- Receiving Payments and Issuing Refunds
- Retainer Accounts For Client Projects
+ MODULE 004: Contractors + Employees
- Independent Contractors and Employees 101
- 1099: Contractor Setup, Tracking, Payments, and Tax Filings
- Payroll: Overview and Best Practices
- Payroll: How To Turn On Payroll In QBO and Adding Employees
- Payroll: Tax Filings, Payments and Reports
+ MODULE 005: The Right Numbers Method
- Journal Entries and What You Need To Know
- Adding Interest and Taxes
- All About Depreciation and Amortization
- What You Need To Know About Sales Tax and Use Tax
- How To Setup and Pay Sales Tax
- How To Setup and Pay Use Tax
- The Monthly Reports You Should Be Running
- How To Run and Read The Right Reports
+ MODULE 006: Your Profitable Money System
- Owner's Equity and Owner's Draw
- Different Ways To Pay Yourself
- How To Take An Owner Draw
- Profit Margin 101 and Goal Setting
- Creating Routines
- Record Keeping Tips
- Year-End Tax Planning and Preparation
- Closing Your Books At Year-End
- Interviewing Your Tax Preparer
Ready to jumpstart your bookkeeping?
Academy Bonuses
+ BONUS 1: Bookkeeping Playbook
Copy and paste my exact checklist and procedures for tackling your bookkeeping in under 30 minutes a month.
+ Bonus 2: Downloads + Guides
You'll have access to worksheets, guides and checklists inside BBA to help walk you through the program. Plus, these guides will be great reference points for the future.
+ Bonus 3: Community Support
Instant access to our private Business Bookkeeping Academy Members Only Facebook Group. Meredith will personally be answering your questions with weekly accountability check-ins.
+ Bonus 4: Etsy + QBO Workshop
Learn how to integrate Etsy and QuickBooks Online with one simple monthly transaction. Stop reporting the wrong income amount and not deducting the correct expenses.
+ Bonus 5: Business Mileage Tracker
Learn what you need to know to make sure you qualify for an auto expense deduction for your business. Plus, grab my mileage tracker to keep organized records for tax time.
+ Bonus 6: Reconcile Merchant Fee Workshop
Create an easy to follow system for reconciling those pesky merchant fees each month. Now your sales and expenses will be accurately by correctly tracking credit card fees from PayPal, Stripe, Square, and more!
Ready to master your bookkeeping?
Value $3,970
ONLY $397
What if…
>> You were 100% confident in your financials
>> You didn’t second guess yourself and trusted your decision making skills
>> You stopped underpricing your services because you know exactly what you need to create profit
>> You spent more time doing what you're passionate about and less time crunching numbers
>> You stopped feeling stressed out with though of tax time
Frequently Asked Questions
+ What happens once I purchase the course?
Upon purchase you will be emailed login access to the Business Bookkeeping Academy dashboard. Here you will find video tutorials, lessons, downloads, and spreadsheets.
+ How long do I have to access the course?
How does forever sound? That way when QuickBooks Online makes changes to their platform or new features are released then you’ll have a front seat to the action to adapt fast.
+ What tools are included inside the academy?
Inside the academy you will have video tutorials walking you through QuickBooks Online, trainings from yours truly, workbooks, checklists, and spreadsheets to create your color-coded bookkeeping roadmap. Plus, you’ll have access to our semi-monthly profit strategy calls - where we dig deep into questions about the course and questions specifically related to your business.
+ How much does the program cost?
You can lock in your spot at $397 or 3 monthly payments of $137 – and you’ll get lifetime access to the course modules + content updates!
+ Do we get 1:1 coaching with Meredith?
Business Bookkeeping Academy is a self-study course built for busy business owners. You will not have 1:1 access to Meredith through the program. However, Meredith will be leading our semi-monthly profit strategy calls answering your questions and offering additional trainings
Meredith is an Accountant and CERTIFIED FINANCIAL PLANNER™. She helps service-based entrepreneurs stop wasting time on their monthly financials and start having confidence in their business decisions.
Meredith has been helping business owners for over 5 years and has been able to help hundreds of entrepreneurs create a roadmap that gives them their financial freedom and ability to make more money.