From: the Desk of Courtney Boudet, Elite Quickbooks ProAdvisor and Profit First Professional Bookkeeper 

DIY Bookkeeping Kinda Sucks. Especially if aren’t a “numbers person”, right?!
And if you’re like most Small Business owners I work with, it just kind of fell onto your lap to do.

You got into business because you want to help more people doing what you are actually good at...

...not wasting time figuring out accounting principles and how to use Quickbooks Online!

and maybe you even tried to hire a bookkeeper but you saw the cost and QUICKLY decided to do it yourself.... I mean how hard can it be?

Well, the reality is this:

A majority of business owners I work with come to me because although they have committed to doing their bookkeeping, it's the #1 task they procrastinate on. 

So if your bookkeeping isn't actually getting done by you and getting pushed to the back burner...

Think about it! 

Not doing the bookkeeping and waiting until the last possible moment generally results in mistakes and an expensive clean up quote from a bookkeeper.

Also, would you keep delegating an important task to an employee who never gets the tasks you need done?

 
NO! Of course not! So then why do you keep assigning bookkeeping to YOU if you AREN'T actually doing it?

So, if you

Can FEEL the stress from your bookkeeping piling up on your shoulders then...

I mean... has it worked for you so far? If you’re like most who come to start working with
me, it’s very likely a “no.”

But don't be discouraged! This is a shame free zone and sometimes all you need is a little kick start to get you going!
 

THE #1 MISTAKE BUSY ENTREPRENEURS KEEP MAKING:

When Entrepreneurs don't have time to figure out an issue that comes up in Quickbooks or get overwhelmed.
They push their bookkeeping to the back burner and use "bank balance" accounting.

If there's money in the bank account you spend it, if there's not you don't.

And you already know that this is NOT a sustainable way to maintain or grow your business.

Or worse! Mistake #2...

They hire a friend or family member with little to no experience to "help" them with Quickbooks and assume that they will do a better job!

Throwing unqualified help at the PROBLEM doesn’t work! Especially if there are mistakes that are hanging out in your set of books. It will only make your problem worse.

In many situations the helper will go through and delete items that look wrong. 

DELETING A BUNCH OF TRANSACTIONS doesn’t make the problem go away! It makes it worse and 1,000% harder to troubleshoot and fix.

In fact, until you FACE the  head on with a professional bookkeeper who specialized in clean up projects your bookkeeping issues will never go away.

If you have read this far, you are probably feeling a tingle of hope that this will actually be the exact thing that you need but your old way of thinking is still telling you....

“Don't I really only need to do bookkeeping once a year so I can file my taxes?!”

Have we already forgotten the pandemic?

What happens when the unexpected comes and you need to know your EXACT expenses ASAP so that you can see how long your business can float before you are completely out of money.

OR one of your main clients cancels out of no where and you need to see how long you can afford to keep your team on before you can't make payroll.

About a year before the pandemic, I had actually walked through a "What if the Wheels Fall Off" budgeting project because we had set our budget based on a sales goal that we just weren't achieving. 

So we pulled some reports and took some time to set some triggers in the event we needed to.

You can't do that if your bookkeeping isn't current!

But here's a little 'Insider Secret' for ya:

REAL TIME BOOKKEEPING ALLOWS YOU TO RUN THAT TYPE OF REPORT IN MINUTES ... WITH NO EXTRA WORK!

...YES, I SAID NO EXTRA WORK!

You see, as you are entering the transactions, invoices, client payments, and reconciling bank accounts, Quickbooks is putting everything where it needs to go so once you are finished each month, you've got a report that you can use to make decisions! 

And if you’re missing even just one section, you
run the risk of getting the “No.”

You don't have to download banks statements, manually create spreadsheets or waste time gathering the data you are looking for...

With one BIG caviot...

There is a strategy to ensure Quickbooks is in alignment to YOUR business practices. Clicking 5 buttons when you first subscribed to the software is NOT going to fully encompass that.

So, what if you had a way to get your bookkeeping set up (or realigned) to your business practices, caught up, and cleaned up FOR YOU in one business day...

Then once that is complete, you'd get access to a private portal with a set of step-by-step bookkeeping instructions videos made with your actual Quickbooks file so you could easily do the bookkeeping on your own?

That's not all, after THAT you'd have weekly access to an Elite ProAdvisor to short cut the answer to any quickbooks or bookkeeping question that you would have.

No more generic sample company videos that don't match your processes. 

No  more spending hours on Quickbooks chat

No more insecurity that you are "doing it right" in Quickbooks Online

No more wasting money (via wasting your billable time) spinning your wheels unsure of what next step to take.

..that you could give me 1 hour of your time to provide the documentation and access that I needed

...to get your Quickbooks Online calibrated to your business...

...2023 bookkeeping caught up and cleaned up of any issues you have have caused...

...You could have a set of financial reports that are ready to send to your CPA just 3 days from now!

And you'd have a step by step training portal that you'd be able to use EVERYTIME you do your bookkeeping!

Wouldn’t that be rad?

“This is Great Courtney!
...But I've already tried to do this on my own and it didn't work. What IF I just can't deal with Quickbooks Online?!”

This is about the time where you might be saying, “Ok Courtney but I've tried doing my own bookkeeping with Quickbooks already. How is this any different?" 

IT TOTALLY IS !

Most Entrepreneurs who are overwhelmed with DIY'ing their bookkeeping have wasted months (if not years) trying to figure Quickbooks, but they have done so completely on their own.

THEN... if they couldn't figure it out say, "I hate Quickbooks Online." or "Quickbooks Online is a waste of time!"  Sound familiar?

...but if you haven't ever tried to learn from a professional who is skilled in the software, how do you know if QBO is a waste of time?!

I'm not saying EVERYONE could or should do their own bookkeeping! 

Some people really struggle with the accounting and technology aspects. 

...but if you can easily learn software and dealing with a computer isn't a struggle for you, my student success rate is very high!