Bookkeeping Basics Course
Go from "I have no idea what my books mean" to confidently reading your financials, closing your books monthly, and being tax-ready all year long.
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Lifetime access · 30-day money-back guarantee
- 8 modules · 32 in-depth written lessons
- Downloadable workbook with exercises
- Practice transaction sets
- Month-end close checklist
- Tax-ready bookkeeping checklist
- Lifetime access + all future updates
- Private community access
- Certificate of completion
Course Curriculum
8 modules · 32 lessons · self-paced
Why Bookkeeping Matters
45 min- The difference between bookkeeping and accounting
- Cash vs. accrual basis
- Why your books affect your taxes
Setting Up Your Chart of Accounts
60 min- What a chart of accounts is
- Income, expense, asset, liability accounts
- Industry-specific account structures
Recording Transactions
75 min- Debits and credits (simplified)
- Categorizing income and expenses
- Handling receipts and invoices
Bank Reconciliation
60 min- Why reconciliation matters
- Step-by-step reconciliation walkthrough
- Finding and fixing discrepancies
Reading Your Financial Statements
90 min- Profit & Loss statement
- Balance sheet basics
- Cash flow statement
Closing Your Books Monthly
60 min- Month-end checklist
- Reviewing for errors
- Preparing for your accountant
Tax-Ready Bookkeeping
75 min- What your CPA needs from you
- Deduction tracking throughout the year
- Year-end prep checklist
Tools & Software Overview
45 min- QuickBooks Online walkthrough
- When to DIY vs. hire a bookkeeper
- Automation tips to save time
Common Questions
Do I need any prior accounting knowledge?
Zero. This course starts from the very beginning and builds up. If you can read a paragraph and follow instructions, you can do this.
How long does it take to complete?
Each lesson is a focused reading of 5–25 minutes. Most students complete the course over 2–4 weeks at their own pace. You have lifetime access so there's no rush.
Is this for a specific software?
The concepts apply to any bookkeeping software. Several lessons reference QuickBooks Online for examples, but everything is applicable to any system.
What if I already use a bookkeeper?
This course is still valuable — understanding your own books helps you catch errors, have better conversations with your bookkeeper, and make smarter business decisions.
Understand your business finances — finally.
$197 one-time. Lifetime access. 30-day money-back guarantee.
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