The Ultimate DIY Bookkeeping Kit. 

For the Entrepreneur who is independently running their business. 

This kit provides super short digital courses, starter materials, and an Office Hour with our Team!

Training course - approximately 5 hours long and covers these headings:

1. How to set up your Quickbooks Online account properly

2. How to connect your bank and credit card accounts to sync directly to Quickbooks Online

3. Clearing and reconciling transactions

4. Setting-up Customers and sending Invoices

5. Setting-up Vendors correctly (to ease that 1099 compliance!)

6. Entering Bills

7. What each financial report means for your business

8. Quickbooks Online Setup Checklist

9. 1099 Criteria Guide

10. Compliance Checklist

11. Chart of Accounts upload file

12. Apps - stock control if you’re doing e-commerce

13. Receipts capture

14. Budgets in Quickbooks and excel