CLASS 1 - INTRODUCTION - GETTING ORGANIZED & CHART OF ACCOUNTS
- Welcome – Let’s Get Organized
- About the Chart of Accounts
- Homework: Chart of Accounts Worksheet
- Homework: Monthly Accounting Checklist
CLASS 2 - BOOKKEEPING IN EXCEL & ACCOUNTING SOFTWARE
- What is Bookkeeping?
- Bookkeeping in Software
- Supplement Video: Cost of Goods Sold
- Homework: Your Excel Template for Bookkeeping
CLASS 3 - THE PROFIT & LOSS REPORT
- How to Read a Profit & Loss Report
- Homework: Monthly Accounting Checklist (update week 3)
CLASS 4 - THE BALANCE SHEET REPORT
- How to Read a Balance Sheet Report
- Homework: Monthly Accounting Checklist (update week 4)
CLASS 5 - PAYING YOURSELF
- How to Pay Yourself and Related Taxes
- IRS form 1040-ES
CLASS 6 - TAXES
- All about Taxes!
CLASS 7 - BASIC FINANCIAL PLANNING
- How to do Financial Planning
- Homework: Sales Goals Spreadsheet
- Homework: Expense Budget Spreadsheet
CLASS 8 - COURSE SUMMARY AND MONTHLY REVIEWS
- Let’s Review & Action Plan Going Forward
- FINAL Monthly Checklist