Sage Wedding Pros Money Plan Accounting Course

Accounting 101 Course

THE MONEY PLAN

Learn how to manage your money with this Accounting 101 course for wedding and event professioanls

Taught by Michelle Loretta

PURCHASE THE MONEY PLAN - $225

Accounting 101 Course

THE MONEY PLAN

Learn how to manage your money with this Accounting 101 course for wedding and event professioanls

Taught by Michelle Loretta

PURCHASE THE MONEY PLAN - $225

The Money Plan will teach you how to make sense of your small business dollars so that you can:

  • Get organized
  • Be smart about your finances
  • Earn more money

I make it easy-peasy. (No more confusing tax talk!)

Course Description:

This course is made up of 8 classes. You’ll have access to all classes for 6 months from when you purchase and can work at your own speed.

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
PURCHASE THE MONEY PLAN - $225

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Business Strategy and Financial Consulting for the Wedding Industry and Events Industry

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