Learning and education never stops.
We are called and equipped by God to GROW.
As Tony Robins says, “People are not fulfilled by accomplishments; they are
fulfilled by progress.”
We are the happiest when we are pursuing growth and find joy in the journey.
Financial Foundations Training
For New and Small Business Owners
For those brand new to the entrepreneurial journey wanting to escape the dreaded excel spreadsheet.
AND for those with a little more business under their belt and ready to advance to the next level with better tools to streamline their current systems and processes.
This package is designed for basic and advanced accounting needs such as start-to-finish monthly bookkeeping, managing contractors, adding payroll, filing sales tax, managing a point of sales software, etc.
What's included
Customized bookkeeping guide
-A checklist for all of the tasks you need to complete each month
-Step-by-step instructions for all of your monthly tasks
-How to training videos linked to walk you through tasks directly
Two training calls
-The first call is geared toward setting you up for success.
-Learning how to understand your customized bookkeeping guide.
-Giving you applicable next steps to streamline your training processes
-The final call will be scheduled once you’ve had a chance to work through your checklist and training videos to review any lingering questions.
-To ensure you are set up for success each month going forward
1 Month of unlimited support & how-to videos
-Unlimited email support for any other questions that arise
-Additional videos recorded to walk you through the solutions step-by-step
1 Diagnostic month-end review
-Thorough review of all bookkeeping tasks and reports to ensure accuracy
-Walk through video recording for adjustments and recommendations
Starting a New
Business?
Congratulations! I’m rooting for you!
I’ve created a New Business Checklist to give you actionable steps for starting
your business off on the right foot.
Trying to DIY?
Way to take charge! I’m rooting for you. I’ve created a bookkeeping guide to give you actionable steps for tackling your own bookkeeping.
Accounting tools for your small
business
QuickBooks
Ready to set-up a QuickBooks Online account? Here is a special discount, just for you!
With the link below, you will receive a 30-day free trial, plus a 30% discount for the first year.
QuickBooks Payments
Ready to add bank ACH and credit card processing for some of the best rates? Here is a special discount, just for you!
Gusto
Adding payroll? How exciting!
The link below saves you 10% on your monthly Gusto service fees.
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Palms ProBooks LLC
“Successful mothers are not the ones who have never struggled. They are the ones who never give up despite the struggles.”
- Sharon Jaynes
