A few of my favorite things to help you feel confident
Over the years so many of you have asked what I use and recommend, so I gathered it all in one place... free guides & workshops to make QuickBooks easier, the tools that run my business, and a few of my personal favorite things.ย
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FREE GUIDES & CHEATSHEETS
Important Deadlines to Remember
If tax deadlines sneak up on you every year, this one's for you. See every business tax date in one place, so you always know what's coming and you're not scrambling at the last minute.
The Essential Bookkeeper Checklist
If you're never quite sure which bookkeeping tasks you should be doing and when, this checklist lays it out for you, week by week, month by month, and through the year. You'll know exactly what to stay on top of, so nothing slips and your books don't pile up on you.
7 Steps to Do Before Year-End
Year-end doesn't have to feel overwhelming. This checklist walks you through the seven things to handle before you close out your year, so you can head into tax season knowing your books are ready and nothing got left behind.
Guiding Questions
Before you jump into a new year, it helps to pause and look back at how far you've come. These questions walk you through what worked, what you learned, and what you want the next twelve months to look like, so you start the year feeling clear instead of just busy.
Accounting Glossary
QuickBooks throws around words like accounts payable and reconcile, and if you don't have an accounting background, it can feel like a foreign language. This glossary breaks down the terms you'll actually run into, in plain English, so the next time you see one, you know exactly what it means.
Step-by-Step Guide to Closing Out Your Books Each Month
When you close your books each month, tax season stops being something you dread. This step-by-step checklist shows you exactly what to do at the end of every month, so your books stay caught up and you're not facing a whole year of catch-up at once.
RECOMMENDATIONS
My Favoriteย Books
A good book has gotten me through more than one hard season in business, and a few of them have changed the way I think about money and my time. These are the ones I come back to and recommend most when someone asks me where to start.
Must-Haveย Office Supplies
I've loved office supplies since I was a kid, long before I had a business to justify it. These are the pens, journals, and little things I reach for every day, including the erasable pens I use to keep my calendar exactly how I like it.
Inspirational Decks
I'm a little obsessed with card decks. I keep them around my office and pull one whenever I need a small reminder to slow down or shift my mindset, and these are the ones I love most and end up gifting to the people I care about.
TRAININGSย & WORKSHOPS
FREE CLASS: 3 Keys to Cleaning Up QuickBooks
If your books feel like a mess, this free workshop shows you how to spot what's wrong and where to start fixing it, so you can stop second-guessing every entry.
SAVE YOUR SEAT
FREE CLASS:ย The 3 Secrets to Customizing QuickBooks
Learn the most efficient way to track income and expenses for your specific business, build reports you can trust, and walk into your next tax appointment feeling confident.
SAVE YOUR SEAT
Mastering Bank Feeds in Under an Hour
Bank feeds are supposed to save you time, but for a lot of people they create duplicate transactions and a balance that won't match. This training shows you how to connect and process your bank feeds the right way, so you stop creating messes you have to clean up later and you save hours every month.
LEARN MORE
Getting Started with QuickBooks
Whether you're brand new to QuickBooks or you've been using it a while and still feel like you're guessing, this is where to start. It's a step-by-step training that shows you how to enter transactions the right way, get comfortable moving around in QuickBooks, and reconcile each month, so you finally have books you can trust.
LEARN MOREMY FAVORITE SOFTWARE...
If you're setting up QuickBooks Online for the first time, use our link and save 30% for your first twelve months.
We use Airtable to track our data and keep it synced with our other tools. We had a different tool once that shut down on us, so reliability matters to me, and this one delivers.
This is how we keep our whole team organized and make sure nothing slips through the cracks. If you run on systems and processes, you'll love it.
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This is where we create everything, our graphics, our PDFs, our YouTube thumbnails, all of it. You can use it from anywhere, and I recommend the Pro account for the extra features.
Claude is what we use to optimize our workflow, build systems, and analyze our data, and it connects with QuickBooks Online securely so you can understand your numbers and save time.
This is the one I reach for if you want to store your documents and photos and have a backup system that syncs straight from your phone. I still back up everything to Dropbox every single day.
One of my favorite tools that gives me the ability to share my screen and slides, whether I'm recording a YouTube video or training on Zoom. If you're a Mac user, I highly recommend it.
We switched to Google Workspace so the whole team could share files in one place, and so I'd always own everything my team creates, even after someone moves on. If you have a team, this is where I'd start.
This is the website we use to host all of our courses and our community. I've used it for years, it's reliable, and I recommend it to anyone building an online training business.
