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Build Your Financial Foundation
About Your Instructor
Emily's Bio
Disclaimers
Module 1: Setting the Foundation
Course Overview
Mindset
Standard Operating Procedure (10:19)
Key Bookkeeping Terms Defined
Tax Resources
Module 2: Bank Accounts & Accepting Payments
Bank Accounts
Payment Processors
Appointment Payments (6:09)
Module 3: Get Set Up in QBO
Why QBO?
Understanding the Chart of Accounts (18:15)
Starting Balances (8:21)
Integrating Bank Feeds (3:02)
Importing Historial Data w/ CSV Files (14:41)
Types of Transactions
Manual Entry (19:01)
Module 4: Recurring Bookkeeping Tasks
Categorizing Transactions (31:13)
Bills & Invoices (25:50)
Account Reconciliation (20:36)
Running and Reading Financial Reports (14:16)
Budget For Your Business (17:20)
Organize Your Financial Documents
Payroll
Tax Resources
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