How to Setup and Manage Your Own Books

This course is all about how to setup your books and start categorizing your income and expenses. It uses QuickBooks as the main example, but the steps are the same regardless of accounting app.

Curriculum

Keeping The Books

Instructor

Kaitlin Kirk, CPA

Kaitlin Kirk is a Chartered Professional Accountant who helps small business owners learn about their financial situation, work less, and get paid more. She used to do financial process improvement for a $5 billion company and now brings those big business skills and insights to small business owners. She spends a lot of time on the volleyball court and on-stage doing improv comedy when she’s not hanging out in the online community the Captains Harbour (https://www.captainsclub.ca/harbour)