Curriculum

What bookkeeping is for, what you're legally asked to keep, and a plan for catching up if you're behind.

1. What the books are forVideo6 min
2. What you have to keep, and for how longVideo8 min
3. Find every account your money touchesVideo7 min
4. If you're behind: the catch-up planVideo9 min
5. Worksheet: your accounts and your planWorksheet20 min

By the end: a list of every account and a catch-up plan.

Set up a short list of income and expense categories that match your business and your tax return.

1. Why fewer categories is betterVideo5 min
2. Income: sales, refunds and everything elseVideo8 min
3. Expenses: the ten that cover most businessesVideo10 min
4. Personal and business: drawing the lineVideo7 min
5. Worksheet: categorise last monthWorksheet25 min

By the end: your own category list, tested on last month.

A simple system for paper and email receipts, so nothing waits in a pocket or an inbox.

1. The two-minute rule for receiptsVideo5 min
2. Naming files you can find in a yearVideo6 min
3. Email receipts without the clutterVideo7 min
4. Cash, tips and the odd one outVideo6 min
5. Live call: your receipt questionsLive45 min

By the end: a receipts folder and a naming rule you use every day.

Match your records to the bank, card and cash, and find the difference when they don't agree.

1. What reconciling means, in one pictureVideo6 min
2. Bank and card, line by lineVideo11 min
3. Finding the differenceVideo9 min
4. Cash boxes and floatVideo6 min
5. Worksheet: reconcile last monthWorksheet30 min

By the end: a reconciled month and a checklist for the next.

Put it together into a routine that takes an hour, on the same day each week.

1. The weekly checklist, step by stepVideo10 min
2. Invoices you've sent and haven't been paid forVideo8 min
3. Bills you owe and whenVideo7 min
4. When a week goes wrongVideo5 min
5. Live call: run the hour togetherLive60 min

By the end: your first full weekly hour, timed.

Three reports you can read yourself, and a year-end hand-over in the format accountants ask for.

1. Three reports worth readingVideo9 min
2. What your accountant needs from youVideo7 min
3. Questions to ask at year endVideo6 min
4. Keeping it going after the courseVideo5 min
5. Worksheet: your month-end packWorksheet30 min

By the end: a month-end pack and a hand-over folder.