LOCATION
Live on ZOOM
DATE
November 17 - 21
TIME
3 PM (PST) Every Day
$997
Spots Available: Limited
Is This Bootcamp Right for You?
This Bootcamp is designed for:
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Self-employed business owners, coaches, consultants, and service providers
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You have money coming in, but you’re not fully sure where it goes
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You have an accountant or tax person, but you still don’t understand your numbers
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You want more clarity before year-end and better decisions going into 2026
You don’t need to be a “numbers person.” You just need a clear, simple way to see what’s really happening in your business.
What You’ll Walk Away With
By the end of the Bootcamp, you’ll:
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Have a more organized, cleaner QuickBooks file
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Understand your Profit & Loss in plain language
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See what’s really available after taxes, bills, and commitments
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Know what to look at each week and month to stay in control
Feel more like a chess player (strategic) than a checkers player (reactive) with your money
Daily Breakdown (At-a-Glance)
DAY 1 - NOV. 17
Set Up the Board (Foundations & Setup)
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Make sure your settings and chart of accounts fit your business
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Connect bank/credit card feeds properly
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Fix common setup issues that make reports confusing
DAY 2 - NOV. 18
Money In & Money Out (Income, Expenses, Workflows)
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How to record income correctly (invoices, sales, payments)
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How to categorize expenses so reports are meaningful
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Simple weekly routines to keep things updated
DAY 3 - NOV. 19
Clean Books, Clear Picture (Reconciliation & Fixes)
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How and why to reconcile your accounts
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Find and fix duplicates, missing charges, and messy imports
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What “good enough” looks like for a growing business
DAY 4 - NOV. 20
See the Whole Board (Reports & Cash Clarity)
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Read your Profit & Loss in plain English
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Intro to Balance Sheet (what you own vs. what you owe)
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Answer questions like: Can I afford this? or How much can I safely pay myself? or What should I set aside for taxes?
DAY 5 - NOV. 21
Your Ongoing Game Plan
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Simple weekly & monthly check-in habits
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What to watch as you grow
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Live Q&A using real examples from attendees
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Next steps if you want deeper tax strategy or CFO support
S W I P E F O R M O R E
Consider it an Investmant of $997
Most business owners pay $300+ per month for a bookkeeper and still don’t feel confident about their numbers.
This bootcamp is designed to put you back in control so you:
• Know your QuickBooks is set up correctly and in compliance
• Understand what your reports are actually telling you
• Can make clear decisions about spending, pricing, and owner pay
Your enrollment includes:
• 5 live Zoom sessions (3 hours per day)
• Access to replays for a limited time
• A workbook and checklists you can reuse in your own business
• Live Q&A time each day so you can ask questions about your numbers
