As soon as you want to!! This isn’t a live program and it’s not one of those “drip” courses. It’s a self-paced course and you get access to the whole enchilada as soon as you complete the check out process! So whatcha waiting for?! Let’s dive in!!

Yes! Yes! Of course you can. But just a quick heads up, if you have large amounts of inventory and want to use QuickBooks Online as your inventory management system, you may want to rethink that. While we love QuickBooks Online, we’re also the first to admit it’s far from perfect. It’s ability to track inventory is pretty non-existent. (Well, to be fair, it’s “there” but it’s not quite there yet. Ya feel us?) We recommend using a POS system to track inventory vs using QBO for managing inventory levels.

So, to summarize, if you’re open to using another system to help manage inventory but you want a streamlined bookkeeping system, then QBO and this course would be a great fit!!

* managing inventory includes tracking inventory levels, calculating unit costs, and having detailed profit margin details.

There’s actually an entire video and a downloadable handout that will help you better understand the different subscription options available so that you can choose the one that makes the most sense for you and your business. So if you don’t have a subscription yet, don’t worry! We’ll walk you through that process.

That’s a question only you can answer given your business, your goals, and your priorities. If you want us to provide some perspective though, here are some things to think about:

• The average bookkeeper charges anywhere from $500 - $1,000/mo for small business bookkeeping
• An hour-long strategy call with either of us costs around $400.  You are getting 8+ hours of content through this course.
• On average, QuickBooks Online saves small business owners 8 hours/month - that’s an additional 48 hours in a year!
• Not to mention the tax savings that comes with tracking your write-offs more thoroughly.

Given those facts, logic says this is a no-brainer investment. Wouldn’t you agree?

Do you own your own business? Do you provide a service? Are you looking for something more advanced than a spreadsheet or a piece of paper and a pen to keep track of your finances? If you answered yes to those three questions then this course is for YOU!

But, let’s take it a step further and tell you who this course is NOT for. This course is NOT for you if…

• You are impatient with yourself and don’t like to learn new software. ---> We ask all course members to be patient with themselves and the learning process. By going through this course, not only are you learning new software (QuickBooks Online), you are also learning a new skill (bookkeeping). Give yourself room to grow, learn, and ask questions. It won’t come easily, but it also doesn’t need to be an uphill battle.
• You use QuickBooks Self-Employed or QuickBooks Desktop. ---> This course is meant for QuickBooks Online users only. There are multiple subscription options under the QuickBooks Online platform. This course is all inclusive of QuickBooks Online products.
• You want to DIY everything and don’t intend to work with an accountant. ---> While we built this course for the DIYers and bootstrappers, we also want to make it very clear that this course is not for you if you want to be a one-man/one-woman show. This course teaches you how to do your own bookkeeping using QuickBooks Online, but we do not claim to teach you how to be a bookkeeper or how to file your own taxes or even how to be your own CFO. This course is just one aspect of financial management in your business. Because of that, we encourage you to find an accountant you communicate well with who understands your business model so that when questions come up (note: not “if” questions come up but “when” questions come up - because surely there will be questions!) you have someone to turn to for support. And, if you’re looking for a new accountant, we’d love to be that go-to advisor for you!

Okay, first off, every person is a money person! That’s like saying you’re not a food person. We need food to live right?! And while there are different types of foodies (like chefs, bakers, food critics, food bloggers, nutritionists, and your average joe who claims to be a foodie), that doesn’t mean you are not a foodie just because you don’t have a title.

Well, same thing with money. There are accountants, tax preparers, bookkeepers, bankers, financial advisors, stock brokers, etc who all hold professional titles of being money people but since we live in a world where money is required to obtain basic needs, technically we are ALL money people!

Maybe what you meant to say is, “no one has ever taught me to manage my money” or “I’m not good at budgeting” or “I don’t have a lot of experience”.

And to all those things we say: “Welcome! Thanks for being here! We hope you join the course and let us teach you the ropes of managing your money using QuickBooks Online. We know that as you continue to invest in your education you will grow in your financial confidence and skill and we are so honored to be a part of your journey!”

No. This course is for QuickBooks Online users only. Believe it or not, QuickBooks desktop is wayyy different than QuickBooks online. The look, the functionality, everything. The tutorials presented within the course do not translate to QuickBooks desktop.

First off, give yourself grace. 

Reach out to us. We are here to support you!

Join us in the Cash Club!

Ask yourself: do you want to be learning this? Sometimes we have a hard time learning new concepts when we aren’t “in” it. The reason this might be: work on your relationship with money and you have other things that spark more joy. Great, hire out this part of your business!