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Bookkeeping Bootcamp For Solopreneurs and Freelancers

 Create a MONEY SYSTEM that prepares you and your business for tax time…NOW.
Without fluff-filled training videos, using my EXACT processes, templates and checklists.

Tax Prep is SCARY!  Right?

So let me ask you…Do you have a mangled money mess on your hands?

A hodgepodge of spreadsheets and papers all over the place that you have to gather?  So much so, that you don’t know where to start?

Whether you do your taxes yourself or hand over your piles of paper to your tax preparer…

How long does it take you to get your stuff together?  

Especially if you don’t have a money system and haven’t done your bookkeeping in months (or ever)?

How many hours are you spending away from your business?  Hours, days, weeks?

What would life be like if you had an expert on call to answer your tax questions while you get your money system together?

Just think how absolutely AWESOME
you’ll feel when your taxes are filed
and the nightmare is over…

That’ll feel great, right?

That’s exactly what this workshop is all about.  Getting your money systems setup so that you can have a stress free tax time AND answer the money questions that keep you up at night.

Using the same checklists, templates and tools, that I use when I setup my clients’ money systems, we’ll create your money systems in the

 

Bookkeeping Bootcamp for Solopreneurs and Freelancers

Without further ado…Here’s what we’re going to DO during the 4-Week Bookkeeping Bootcamp:

✔  Section 1:  Foundation & Software Setup:  setting up your business in Xero Accounting software

✔  Section 2:  Going Back:  importing your transactions into the software (invoices, bank transactions, etc)

✔  Section 3:  Going Forward & Automation:  categorize all of those transactions & setting up some simple automations

✔  Section 4:  Think Like A CFO:  creating financial statements AND make sense of them

✔  Section 5:  Going Forward, Part 2:  Bookkeeping 101 – what do to, when to do, why you need to do it and how to do it all (without spending a ton of time doing it)

✔  Weekly Ask Me Anything/Q&A Sessions where you can ask me…anything

✔ BiWeekly Get Stuff Done Days where we will work through the content together and you can ask questions that you may have on the spot…and do some troubleshooting when things don’t seem to work out as planned

✔ Bonus #1:  Customized How-To Checklist for the first 5 bootcampers, ideal if you’re using another system and you’re not sure how to get from there to here…this is your very own roadmap

✔ Bonus #2:  One On One 20-Minute “Check Your Work/Ask Me Anything” Session

 

Let’s get started!  Here are your options…

Early registration closes: March 1st @ 3PM

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Frequently Asked Questions

Is the Bookkeeping Bootcamp right for me?
If you have an online business or a service based business.  

Or if you’ve taken the thing you love from hobby to business and you’re starting to make some cash BUT you’re not ready to hand over the reins to a bookkeeper.  

Or if you’re ready to transition from another accounting software to Xero…then the Bookkeeping Bootcamp is right for you.

How long is the Bookkeeping Bootcamp?
From the beginning call to the wrap-up call, the Bookkeeping Bootcamp is scheduled to be four weeks, officially starting Monday, March 12.
What is the format?
Once you register, you get access to all of the trainings.  

At the beginning of each week, you’ll get an email directing you to what you focus on.  

Towards the end of the week, there will be a scheduled Q&A session (Wednesday or Thursday, depending on the registrants).

And there will be Get Stuff Done (GSD) Days at the end of Weeks 1 and 3. Where we will work through the training and implement them together.

What software will be front & center?
Well, it is none other than Xero Accounting. This is the software that I use exclusively with all of my accounting and VCFO clients.
Why do I prefer/recommend Xero instead of something like QuickBooks Online or Wave Accounting or Freshbooks?
In my opinion, Xero is easier for a non-accountant to learn and therefore easier to use on an ongoing basis. It has a simple user interface which makes things easier to find – when things are easier to find, you can be more efficient doing your bookkeeping work…basically, you can log in, do what you need to do, and logout. And with their growing add-on network, Xero can and will grow with you and your business. (Can you tell I’m a bit of a fangirl when it comes to Xero?)
Is this workshop for US based companies only?
Not necessarily.  All of my clients are US based and that’s who would get the most out of this workshop.  If you’re not US based or outside of the US, shoot me an email with any questions.

Who Am I And Why Did I Create The Bookkeeping Bootcamp for Solopreneurs & Freelancers?

 

Hey there. Have we met yet?

I’m Joyce M. Washington. I’m a certified public accountant but I’m not your typical CPA (or so I’ve been told).

Using a quirky mix of the traditional accounting services with a splash of coaching & consulting, I’ve been helping ladies and gents have the a-ha moments that diving into the numbers brings.

Now, as much as I love to have these one on one jam sessions with my clients, I know that not every business owner is ready (or financially able) to do that…but there’s the problem.

The bookkeeping needs to be done, right?

That’s where the Bookkeeping Bootcamp for Solopreneurs & Freelancers comes in.

It’s kinda like having a private tutor look over your shoulder while you create your very own customized money system.

Don't forget, early registration closes: March 1st @ 3PM

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