Set Up Quickbooks The Right Way For YourOne-Person Business With Ease
(even if you are a complete newbie to bookkeeping)
Unlock the Full Potential of Your Business Finances
Imagine having complete control over your business finances, knowing exactly where every dollar is going, and making informed decisions that drive growth. With my "Quickbooks Set Up For Solopreneurs" course, you'll achieve all this and more. Here's what you can expect:
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Optimize Financial Health
Improve cash flow and ensure the long-term sustainability of your business.
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Maximize Profits & Tax Deductions
Take full advantage of tax deductions, keeping more money in your pocket, and plan to spend more of your profits on yourself, your family, and on your business.
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Seamless Quickbooks Setup
Set up your Quickbooks Online account with the right subscription and a comprehensive Chart of Accounts for insightful financial statements.
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Efficient Bookkeeping System
Implement a proven bookkeeping system with step-by-step guidance to categorize and automate transactions, ensuring up-to-date records.
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Enhanced Financial Understanding
Generate, customize, and understand financial reports to make informed business decisions and optimize your tax deductions.
What's Inside The Course?
We will start you off with orientation and go over several important details and resources to access throughout the course. Plus we will also set the stage for the rest of the course with some basic bookkeeping knowledge and financial mindset we will need to succeed.
Module Highlights:
- What is bookkeeping?
- Discovering your money mindset
- What are your financial goals?
Set up your Quickbooks Online account with the right subscription for your business.
Module Highlights:
- Which Quickbooks plan should I choose?
- Determine the proper account settings for your plan
- Connect your business bank accounts
Create a comprehensive Chart of Accounts resulting in insightful and easy to read financial statements.
Module Highlights:
- Introduction to your essential financial statements
- What is the Chart of Accounts?
- Correctly set up the Chart of Accounts for your business type
Implement a proven bookkeeping system with easy to follow step by step guidance and learn how to categorize and automate your bank transactions effectively.
Module Highlights:
- Understanding your bank feeds with examples
- Understand common mistakes to avoid when categorizing your transactions
- How to use automation with rules
Understand the fundamentals of accounting, debit and credits, and how to properly use journal entries.
Module Highlights:
- Journal entries and when to use them
- Debit and credit examples
- Journal entry examples
Catch up your bookkeeping for previous months that you’ve been in business.
Module Highlights:
- What is a catch up and how do I catch up my books?
- Understanding beginning balances
- Reconcile balances with examples
Optimize your sales process to ensure revenue hits your bank account as quickly as possible.
Module Highlights:
- Overview of the sales process and what you aren’t often told
- Setting up products & services and customers
- Preparing your sales receipts, estimates, invoices, and payment links
Generate, customize, and understand crucial financial reports so you can make more informed business decisions.
Modules Highlights:
- How to run reports, custom reports, and management reports
- What are these reports actually telling me?
- Budgeting and forecasting overview
Use Quickbooks to optimize your tax deductions and keep more of your hard earned money in your pockets.
Module Highlights:
- Understanding tax deductions
- Tracking your mileage
- Importance of record keeping and how to easily manage receipts
Sets the stage for what to do next now that you are all set up as the bookkeeper for your business and includes our frequently asked questions.
Module Highlights:
- Helpful resources going forward
- Bonus material
- Frequently asked questions
Health & Fitness Business
"This class is phenomenal, btw! My anxiety has decreased so much. Feeling a lot more confident."
Short Term Rental Business
"Jess has been wonderful to work with. I've had my finances in Excel for the longest time and haven't really stayed on top of my books but she helped me finally get everything all caught up in Quickbooks! She has really helped me understand my numbers and how much my business is actually bringing in at the end of each month. Invaluable service and highly recommended!"
Consulting Business
"Jessica is simply AWESOME! I was a nervous wreck trying to understand how I was going to do all my accounting and was leary to use Quickbooks. Jessica alleviated ALL my worries and left me with a reliable and repeatable process for my books and continues to be a wonderful resource -- especially with all those "oddball" questions you may think of."
Process Improvement Business
Meet Your Teacher
Jessica Lawrence
I created this course because, as a business owner, I know what it’s like early on in your business trying to figure EVERYTHING out for yourself. You’re trying to generate some traction and revenue in your business but until you do… it’s pretty much a team of JUST YOU wearing all the different hats.
This course is for that step in your business when you aren’t quite ready to hire an ongoing bookkeeper yet, BUT YOU KNOW you need a handle on your bookkeeping and finances. It’s that step right “in between” so you have a trusted and knowledgable resource to help make sure your SET EVERYTHING UP CORRECTLY until you’re able to increase that top line revenue and can start hiring contractors and employees to fill all those different hats.
With over a decade of experience in financial management and lending, I’ve witnessed the pitfalls many small business owners face when managing their finances. I’ve worked with countless entrepreneurs, helping them transform their chaotic books into clear, actionable financial insights.
I created this course to give you the tools and knowledge to truly empower you so your business will succeed. My passion is to see you grow your business with confidence and financial clarity.
I’m here to help you along the way and I can’t wait to see you in the course!
When you enroll today...
you'll immediately have access to:
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Quickbooks Set Up For Solopreneurs Course - Value $2,450 (Included!)
Lifetime access to all modules available in the course.
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Live Office Hours - Value $1,695 (Included!)
30 day access to live office hours to answer any questions that haven't been addressed in the course.
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Net Profit Partners Community - Value $855 (Included!)
Free access to our community of entrepreneurs striving for profitable businesses.
Plus these bonuses to give you everything you need to become CFO of your business:
- The exclusive Tax Strategies Cheat Sheet - Value $1,000s in tax savings (Included!)
- Custom Chart of Accounts Template - Value $299 (Included!)
- Quickbooks Set Up Checklist - Value $149 (Included!)
- Toolbox of Recommended Online Tools For Your Business - Value $85 (Included!)
- Recommended Reading List - Value $25 (Included!)
Grab Your Calculator
That's A Total Value Of $6,550+
But when you enroll today,
you'll get access to everything for just:
A One-Time Payment of
$595
Frequently Asked Questions
The course is set up to give you simple and straightforward guidance to set up your bookkeeping system as quickly as possibly while still learning everything you need to know to get started with managing your finances. My recommendation is to block off 2 days on your calendar to go through each module and take action immediately on everything you learn after each and every module. That way you’ll be all set up and ready to go in just 2 days. Then you can always go back and rewatch any modules you need to as many times as you want if you have questions come up.
You will have lifetime access to the course. That means if you enroll now, it’s yours forever, including all updates I make to the course in the future. I am constantly tweaking, improving, and adding to it, and when I do you will have access to all the new content and updates once you’re in.
My passion is financial education and I want there to be MORE and BETTER informed business owners out there. You will legitimately learn how to not only set up your Quickbooks account but how to manage it and understand the financial information you are seeing in your Quickbooks reports as well. I want you to succeed because when you succeed, so do I, so does our industry, and so does every single person who you are able to help with your small business. This course is about giving you access to the knowledge and tools in bookkeeping so that you are empowered to have your small business THRIVE.
Yes, it does. Even though I teach directly in Quickbooks Online, the core concepts are also applicable to Quickbooks Desktop as well. Though it is my personal recommendation that you use Quickbooks Online for your bookkeeping.
This course would apply for any one-person solopreneur based businesses. So let me ask you this, “Are you a small business operating under your own name or under a single-member LLC?” If so this will be perfect for you! You may even have a few employees or contractors but for the most part it’s a very small team and you’re running the show. If you are a one-stop shop for your business than this course will be a perfect fit! Some examples of the different soloprenuer businesses that this course applies for include:
- Co-hosts
- Consultants
- Coaches
- Photographers
- Cleaners
- Personal trainers
- Travel agents
- Content creators
- Graphic designers
- Event planners
- Book publishers
- Musicians
- Artists
- Freelancers
- and more…
Don’t worry, if you have questions that have not been covered in the course there are several different ways you can get them answered. You can ask any questions directly in the lessons as you are going through the course or you can post your question to the “Net Profit Partners” community. I monitor the questions in both and will be sure to respond. PLUS, you’ll also have access to my live office hours for 30 days so we can troubleshoot and go over any Q&A to ensure we get your Quickbooks account set up correctly.
Feel free to send me a message in the live chat in the corner of your screen!
30 Day "No Questions Asked" Guarantee
I’m confident this course will set you up for success. If for whatever reason, you don’t find this course valuable, I'll give you a full refund. Just let me know within 30 days of enrolling.
Still Thinking About It?
QUICKBOOKS SET UP FOR SOLOPRENEURS is PERFECT if you...
- Want to ensure your financial books are set up correctly right from the start
- Need help knowing which Quickbooks Online subscription you need
- Want to start making informed financial decisions that drive your business forward
- Want to proactively manage your bookkeeping and finances and are open to learning
- Don't want to spend hours and hours trying to figure it all out on your own
Jess has been an incredible help to our biz. I've run multiple online businesses for the last 8 years and embarrassingly only had a surface level knowledge of the back end financial stuff. A friend recommended her and she has been SO helpful and patient in helping me get all my record keeping up-to-date and offering so many helpful tips to maximize what we actually get to keep in our pockets. It's still early but she has already saved us so much time and money and we're so grateful!