How To Set Up and
Automate Your Bookkeeping
So It Runs In 20 Minutes Or Less Each Month
Even If You’re Not A Numbers Person...
...and the thought of bookkeeping makes your anxiety spike.
Online entrepreneurship is exciting and innovative. It enables so many of us the independence and freedom to shape our work and our days exactly how we want.
The problem? Entrepreneurs wear a lot of different hats. My guess is you didn’t get into business to do bookkeeping. In fact, the idea of bookkeeping wasn’t even on your radar when you started out.
Maybe...
YOU’VE BEEN GETTING BY WITH SPREADSHEETS BECAUSE QUICKBOOKS ONLINE IS INTIMIDATING.
(Unfortunately, the head in the sand move does not make it go away. Trust me, people have tried.)
(The problem is...spreadsheets are time consuming and there are always some things that slip through the cracks.)
Maybe...
you’ve been procrastinating because you’re really not a numbers person and at this point, it’s so backlogged and overwhelming you’d rather stick your head in the sand.
(Unfortunately, the head in the sand move does not make it go away. Trust me, people have tried.)
(Unfortunately, the head in the sand move does not make it go away. Trust me, people have tried.)
just the thought of bookkeeping makes you feel anxious (sweaty palms, a tightening in your gut, the sudden urge to do anything else). It's such a daunting task.
(Then it becomes a cycle and the more you avoid it, the more the anxiety grows.)
(Then it becomes a cycle and the more you avoid it, the more the anxiety grows.)
Maybe...
ON TOP OF ALL THE OTHER THINGS YOU HAVE TO DO, YOU JUST DON’T HAVE THE TIME TO FIGURE IT OUT.
(And then you end up paying someone hundreds of dollars to do it for you.)
(And then you end up paying someone hundreds of dollars to do it for you.)
It’s a tough spot to be in - you know you need to do your bookkeeping, but you don’t know how to do your bookkeeping and you really don’t want to do your bookkeeping. Especially if it wastes hours of your valuable time.
I get it. I’ve worked with countless online business owners just like you.
I started my online bookkeeping business in 2016 and I specialize in online service provider and info product businesses.
Throughout this time, I’ve been fortunate to work with both small, one-person businesses just getting going and larger multi-million dollar businesses experiencing rapid growth.
In 2018, I went through the Profit First certification.
In 2018 I went through the Profit First certification. This expanded my bookkeeping skills to include money management and strategic advising.
Additionally, since 2018, I’ve been a Systems + Finance coach in Julie Stoian’s high-end Digital Insiders Mastermind where I work with 75 brilliant entrepreneurs making a big impact in the online space.
TESTIMONIAL
“she is one of the best.”
“Emily has been my bookkeeper since 2016, when I had stupid little google spreadsheets and I was told by my new tax accountant that I had to get on Quickbooks and get legit, or I’d be in big trouble...If you’re looking for a bookkeeper, she is one of the best.”
Julie Stoian
Business and Marketing Expert at juliestoian.com
THE THING IS...
it doesn’t make sense for business owners who are in the initial stages of growth to hire a bookkeeper. But you still need a solution that is easy to learn, quick, and can be implemented throughout the year.
You don’t need every single detail for how to work in Quickbooks Online. You just need instructions on how to set up your system specifically for your business type and how to automate the process as much as possible.
THE THING IS...
it doesn’t make sense for business owners who are in the initial stages of growth to hire a bookkeeper. But you still need a solution that is easy to learn, quick, and can be implemented throughout the year.
You don’t need every single detail for how to work in Quickbooks Online. You just need instructions on how to set up your system specifically for your business type and how to automate the process as much as possible.
IMAGINE...
...having neat, clean Profit & Loss reports each month.
...using your financial data to make strategic and informed decisions about your business.
...feeling confident and knowledgeable about your finances.
...no stress at tax time.
Imagine having these results without spending hours on your bookkeeping each month.
IMAGINE...
...having neat, clean Profit & Loss reports each month.
...using your financial data to make strategic and informed decisions about your business.
...feeling confident and knowledgeable about your finances.
...no stress at tax time.
Imagine having these results without spending hours on your bookkeeping each month.
CLEAN REPORTS
INFORMED DECISIONS
CONFIDENCE
NO STRESS
As my online community grew, people started asking me for help. So, I decided to create a course that will teach you all the bookkeeping hacks you need to know and none of the excess (boring) info you don’t.
TESTIMONIAL
“She always has your back”
“Emily Volz is amazing...She is kind, patient, knowledgeable, and pretty much any good character quality you can imagine - that’s Emily. She always has your back and anyone can 100% trust that she will not only get the job done, but it will be done right.”
Jessie Valle
Digital Marketing Consultant at vallemedia.com
INTRODUCING...
Specifically designed for online service providers and info product businesses!
YOU'LL LEARN HOW TO:
Master your money mindset
(so you can stop procrastinating on your bookkeeping!)
Optimize your Quickbooks Online account so it will do 90% of the work for you
(no more going through every.single.transaction)
Reconcile your accounts
(flawlessly 100% of the time without spending hours)
Categorize transactions accurately for your specific business type
(perfect for the person who worries about doing it right)
What’s Inside Automatic Bookkeeping?
01.
Money Mindset Workbook
(value $27)
This workbook includes a short video on mindset, writing prompts, and helpful tricks for befriending your finances. At the end you’ll have some practical tools for engaging with your finances with more ease and confidence.
02.
QBO Optimized
(value $47)
In this video series I’ll walk you through the steps for creating and optimizing your Quickbooks Online account. We’ll also go over integrating bank feeds and importing historical data so categorizing is a breeze!
03.
Categorizing Hacks
(value $97)
In this video series you’ll learn how to categorize transactions correctly for your specific business type. We’ll go over the manual process, as well as how to automate the process with bank feeds. There’s even a directory for ‘How to Categorize…’ with short 1-3 minute videos for specific types of transactions.
04.
Express Reconciliation
(value $47)
This video series shows you just how quick and easy reconciling is when categorization is done right. We’ll go over a simple process for how to perfectly reconcile each of your accounts.
The Bonuses.
BONUS: AUTOMATIC BOOKKEEPING TRELLO BOARD
value ($37)
This handy Trello board includes checklists for your Automatic Bookkeeping process so you don’t miss a thing. Simply import it into your Trello account and set the next due date so you’ll be sure to show up for your money time.
BONUS: Chart of Accounts Swipe Files
value ($47)
This will ensure you’re categorizing transactions correctly 100% of the time. It includes three swipe files - one for online service providers, one for info product businesses, and one for businesses who provide online services AND info products! These come in CSV format so you can upload them directly to QBO or edit your pre-existing Chart of Accounts (including a how-to video tutorial).
BONUS: The Most Common Mistakes & How to Fix Them
value Priceless!
Learn from my mistakes - this bonus will save you countless hours. This is a directory of short 1-5 minute videos with the most common categorizing and reconciling mistakes AND how to fix them.
Money Mindset Workbook (value $27)
QBO Optimized (value $47)
Categorizing Hacks (value $97)
Express Reconciliation (value $47)
BONUSES
BONUSES
Automatic Bookkeeping Trello Board
(value $37)
Chart of Accounts Swipe Files
(value $47)
Most Common Mistakes & How to Fix Them
(value priceless)
Total Value = $302
Today’s Price = $37
MY GUARANTEE
If you’re not 100% satisfied with Automatic Bookkeeping, the strategies, or the support after 30 days, I will offer you a full refund, bookkeeper’s honor.
TESTIMONIAL
“don’t hesitate!”
“Working with Emily is absolutely amazing! She is so kind, patient and detail oriented that it’s been a totally amazing experience working with her...She is incredible, if you are thinking about working with her don’t hesitate!”
Dani Meyer
Expert Food Blogger at theadventurebite.com
Money is the Lifeblood of Your Business
With all the time you’ve invested in your business, don’t you want to know that the way you track and view your money is done right?
Don’t you want to know that you can log into your QBO account, read your Profit & Loss, and KNOW you have accurate financial data to make informed business decisions with?
The cost of not doing your bookkeeping correctly, or simply not doing it at all, is far greater than the cost of this course.
Frequently Asked Questions.
Can I really do this in 20 minutes or less each month?
The short answer is yes, you can. If you follow my instructions and set up the automations I recommend, your month-end process should not take you more than 20 minutes. Especially once you do it for a couple of months and get more familiar with the process.
THAT BEING SAID, the more complicated your finances are, the longer it’s going to take. For example, if you have more than 3 bank accounts, if you mix your personal and business finances, if you use multiple payment processors (Shopify, Stripe, PayPal, etc.), it will likely take you longer than 20 minutes. You can still automate the majority of the work, but these things may cause your month-end process to be a bit longer. But, again, the more you do it, the quicker it will be!
Which Quickbooks Online plan do I need for this course?
I don’t use Quickbooks Online. Will this still work for me?
I already tried Quickbooks Online and I totally didn’t get it. What’s different about this course?
I understand - QBO can be confusing when you don’t know what you’re looking at! That’s why I’ve designed this course in an easy-to-digest way. I will give you the need-to-know information to navigate in QBO without the complicated accounting mumbo jumbo.
I also specifically make my videos short and to the point so you can search for exactly the information you need, find it, and watch it, without going through a bunch of info you don’t need.
This course is also unique because it’s designed for your business type. I’ve worked in QBO with online service providers and info product businesses for several years, so I know all the tricks to optimize QBO.
I don’t live in the U.S. Will this still work for me?
Yes. While accounting is different in each country and QBO software looks a bit different from country to country, the main features are the same. All of the automation strategies in this course will still be helpful for you.
Do I need extra software for this course?
You need a QBO Simple Start plan or higher plan. If you use Stripe or Shopify as your payment processor, you may want to consider a third party app that will help bring transactions into QBO. My recommendations are PennyPipe or Synder. These are not required, but they do make your life easier.
I’m not an online service provider or info product business. Will this course work for me?
Yes and no. There are certain aspects of this course that are specific to these business types. The bonus Chart of Account swipe files, for instance, will not be as applicable to other business types.
That being said, if you want to learn how to navigate in QBO, automate your categorization process, and reconcile your accounts with ease, then yes, this course will help you.
Can this be accessed without the internet?
You need the internet to initially access the materials. But all the videos and worksheets are downloadable, so you can always download them to your computer to view off-line.
What kind of support can I get if I get stuck?
You’re welcome to email me with simple questions at connect@emilyvolz.com. If it’s a more involved question(s), you can also book 1:1 consultation calls for an additional charge. I include a coupon for 1:1 consultation calls at the end of the course.
Do I need to use a special program to access the materials?
The course is housed in Teachable, which is an online learning platform. You will need to create a free account to login using the same email address you use on the checkout page.
Is everything available immediately?
Yes, all of the Automatic Bookkeeping course content is available immediately upon purchase.
How long can I keep it for?
You can keep the course materials indefinitely. There may come a day when I shut down my Teachable account, but all the videos and worksheets are downloadable, so you can always download them to your computer to keep forever!
Can I share this with a friend?
No, this is for your eyes only :)
Is there a guarantee?
Yes! If you’re not 100% satisfied with Automatic Bookkeeping, the strategies, or the support after 30 days, I will offer you a full refund, bookkeeper’s honor.
Money Mindset Workbook (value $27)
QBO Optimized (value $47)
Categorizing Hacks (value $97)
Express Reconciliation (value $47)
BONUSES
BONUSES
Automatic Bookkeeping Trello Board
(value $37)
Chart of Accounts Swipe Files
(value $47)
Most Common Mistakes & How to Fix Them
(value priceless)
Total Value = $302
Today’s Price = $37
TESTIMONIAL
“Emily brought me SUCH peace of mind”
“Working with Emily brought me SUCH peace of mind. She not only cleaned up the mess I had made in Quickbooks, but created systems and training to ensure I didn’t further that mess. I ended up hiring her on retainer to keep working with me because I realized her magic and didn’t want to lose that in my business. I went on to sell my business and if it were not for the work she had done to keep my finances in order, I am confident that would not have happened. Emily is confident in her expertise and knowledgeable, highly professional, and someone I can easily and confidently recommend to anyone without hesitation.”
Jennifer Grayeb
Blog Expert at productiveandpretty.com (founder and previous owner)
Here’s the TRUTH…
Bookkeeping is not the most glamorous part of business. I’m sure you didn’t get into business to do your bookkeeping.
BUT...Having a clear understanding of your financial data is essential for being able to make informed strategic decisions about your business.
This course will give you the most efficient path to that data with ease and proficiency. It does not have to be a difficult thing.
Stop wasting time in a system you don’t understand. Stop procrastinating because you don’t know what to do or how to do it. And stop feeling stress and shame about the whole thing!
Set yourself up for financial success today.
Money Mindset Workbook (value $27)
QBO Optimized
(value $47)
Categorizing Hacks
(value $97)
Express Reconciliation (value $47)
BONUSES
BONUSES
Automatic Bookkeeping Trello Board
(value $37)
Chart of Accounts Swipe Files
(value $47)
Most Common Mistakes & How to Fix Them
(value priceless)
Total Value = $302
Today’s Price = $37
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