Learn how to review your team’s work (aka the bookkeeping) so you’re confident in the data without having to do it yourself.

  1. Analyzing Financials

    5 lessons
    1. Lesson 1: Intro to Analyzing Financials
    2. Lesson 2: Month End Review
    3. Lesson 3a: QBO DEMO: Bank Reconciliations
    4. Lesson 3b: QBO DEMO: Balance Sheet Review
    5. Lesson 3c: QBO DEMO: P&L Review

🗂️ Bonus Resources

  • Balance Sheet Cheat Sheet
  • Monthly Accounting Checklist (Asana)

All Sales Are FINAL