How to Manage Your Small Business Bookkeeping & Invoicing

One of those ongoing activities that you can’t avoid (even though you might want to) is managing your business finances. In this workshop, chartered accountant and bookkeeping instructor, Michelle Cornish, will guide you through some simple practices you can do on a daily, weekly and monthly basis to stay on top of your business finances. She will show you how to do proper expense tracking, bookkeeping, and invoicing as well as maintaining proper tax records. She will also introduce some simple cloud-based accounting tools you can use to simplify the process of managing your books on a monthly basis! In addition, Michelle will discuss how you can offer virtual bookkeeping services to your clients.
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Course curriculum

  • 1
    Small Business Bookkeeping Success
    • Download Workshop Handout
    • Part 1: Bookkeeping Foundations
    • Part 2: Popular Bookkeeping Software
    • Part 3: Building Your Bookkeeping System - Part A
    • Part 4: Building Your Bookkeeping System - Part B
    • Part 5: Bookkeeping Best Practices
    • Part 6: Building Your Bookkeeping Service
    • 12 Steps to Setting Up an Effective Bookkeeping System
    • Sample Bookkeeping Engagement Letter
    • Double Entry Bookkeeping Examples
    • Chart of Accounts Cheat Sheet
    • Bank Reconciliation Worksheet
    • Accounting App Feature Sheet

Instructor

  • Michelle Cornish

    Michelle Cornish

    Bookkeeping Instructor

Course Reviews

  • Bookkeeping as a Service

    Susan Goodreau

    I enjoyed the course which lays a foundation for offering Bookkeeping as a service. I found it informative and useful, particularly the discussion on the ...

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    I enjoyed the course which lays a foundation for offering Bookkeeping as a service. I found it informative and useful, particularly the discussion on the most popular bookkeeping software that is being used currently for small businesses.

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  • A Great Course and Resources

    Heidi Dunn

    The Small Business Bookkeeping Success course offers a great deal of practical information. I feel so much more knowledgeable and confident on this aspect o...

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    The Small Business Bookkeeping Success course offers a great deal of practical information. I feel so much more knowledgeable and confident on this aspect of my business. It was also great that so many resources were included! Thank you!

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  • Great Info & Handouts

    Sara C

    Looking forward to more training on this, here in FreeU :)

    Looking forward to more training on this, here in FreeU :)

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  • Great intro level course

    Cheryl Bozek

    Great intro level course. A few burning questions I had were answered in the course which was great. I do hope to find a more advanced course for offering t...

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    Great intro level course. A few burning questions I had were answered in the course which was great. I do hope to find a more advanced course for offering this as a service so will look through the catalog for that. Thank you once again.

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  • Very Informative

    Denise Susso

    I watched the webinar on Thursday and was surprised to find that everything discussed I have been doing for my personal accounting for the past 20 years. Thi...

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    I watched the webinar on Thursday and was surprised to find that everything discussed I have been doing for my personal accounting for the past 20 years. This peaked my interested and watched it again taking notes and printing off the resources for the possibility to offer as a service. Thank you.

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  • Very Informative

    Thelma Bartholomew

    I thoroughly enjoyed this course. This course will help me in setting up my own small business. It also emphasized valuable steps needed in any business, s...

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    I thoroughly enjoyed this course. This course will help me in setting up my own small business. It also emphasized valuable steps needed in any business, such as protecting yourself and the importance of having a business account. I would love to have a more detailed course on bookkeeping.

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  • It definitely will encourage success in bookkeeping.

    Michele Flynn

    I found it thorough and well set out and learnt much from it that was very practical thank you.

    I found it thorough and well set out and learnt much from it that was very practical thank you.

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  • Good Overview of SME book keeping

    Peter Mills

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  • Super helpful!

    Marilyn Keating

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  • Great title

    Pauline Rockwood

    Great resources and course. Michelle did an awesome job. I feel prepared to get started with adding a bookkeeping service to my portfolio.

    Great resources and course. Michelle did an awesome job. I feel prepared to get started with adding a bookkeeping service to my portfolio.

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  • Very informative

    Desi-Ann Gordon

    I really enjoyed this session with Michelle. She broke things down in a very simple way. Thanks Michelle!

    I really enjoyed this session with Michelle. She broke things down in a very simple way. Thanks Michelle!

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  • Review

    Jennifer Moroney

    Super introduction for someone just starting their business.

    Super introduction for someone just starting their business.

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  • Small Business Bookkeeping Success - this was more a begi...

    Monica Lopez

    Great overview on bookkeeping which was a good step to take prior to moving onto the Virtual Bookkeeping Certification

    Great overview on bookkeeping which was a good step to take prior to moving onto the Virtual Bookkeeping Certification

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  • Great intro, informative. Appreciate the handouts. Looki...

    christine koch

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  • Helpful

    Rachael Hannay

    This course had some good basic information from which to start a solid book keeping system and being able to offer as a service

    This course had some good basic information from which to start a solid book keeping system and being able to offer as a service

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  • Small Business Bookkeeping

    Lily Uruvaru

    Enjoyed the refresher and tools provided

    Enjoyed the refresher and tools provided

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  • Small Business Bookkeeping Sucess

    Linda Nelson

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  • Great Program

    Tami Long

    I had learned accounting in College but this was a great refresher.

    I had learned accounting in College but this was a great refresher.

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  • Well Done!

    Janet Mills

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  • Excellent

    Jody Emerald

    Lots of great info, thanks!

    Lots of great info, thanks!

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