Course Description

Accounting 101 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!)

This course is made up of 8 classes. (Scroll down for the curriculum.) You'll have access to all classes for 6 months from when you purchase and can work at your own speed.

WELCOME! Let's get going!

Owner & Lead Instructor, Sage Wedding Pros

Michelle Loretta

The way that money flows thru a business makes sense to me. My history at accounting firm Deloitte, running my own wedding stationery business, and consulting wedding and event businesses on finances for the last 8 years gives me a unique perspective in the industry. I get how to make the money work. AND - I LOVE IT. I love digging into the numbers and fixing things so that a business owner can see more profits.

Course curriculum

  • 1

    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
  • 2

    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
  • 3

    Class 3 - The Profit & Loss Report

    • How to Read a Profit & Loss Report

    • Homework: Monthly Accounting Checklist (update week 3)
  • 4

    Class 4 - The Balance Sheet Report

    • How to Read a Balance Sheet Report

    • Homework: Monthly Accounting Checklist (update week 4)
  • 5

    Class 5 - Paying Yourself

    • How to Pay Yourself and Related Taxes

    • IRS form 1040-ES
  • 6

    Class 6 - Taxes

    • All about Taxes!
  • 7

    Class 7 - Basic Financial Planning

    • How to do Financial Planning

    • Homework: Sales Goals Spreadsheet

    • Homework: Expense Budget Spreadsheet
  • 8

    Class 8 - Course Summary and Monthly Reviews

    • Let's Review & Action Plan Going Forward

    • FINAL Monthly Checklist

Reviews

  • $400.00

    $400.00The Accounting & Quickbooks BUNDLE

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