GOT A ONCE OFF PROJECT YOU NEED HELP WITH?
ONCE-OFF SERVICES
No more WTF?! MONEY Moments. Just peace & profit.
Havenβt captured your books in months
(or even years)?
THE BUSINESS BOOKKEEPING
CATCH-UP WORKSHOP
Get Your Books Sorted Without the Stress
Havenβt captured your books in months (or even years)?
THE BUSINESS BOOKKEEPING
CATCH-UP WORKSHOP
Get Your Books Sorted Without the Stress
What if you didn't have to struggle alone or fork out thousands to get your books caught up?
IF THIS IS YOU RIGHT NOW WE GET IT...
AND WE CAN HELP
Fallen behind by months (or even a few years!?)
Catch-up quotes got you feeling like you need to second mortgage your home...?
Sweating bullets cause tax time's around the corner and you don't need the extra penalties...
Want to DIY your books, but need a simple system and support along the way so you know youβre doing it right...
We've got you covered.
Join one of our Catch-Up Workshops for service based businesses and get your books up to date fast
- without the stress!
CATCHING UP YOUR BOOKS DOESNβT HAVE TO MEAN STRUGGLING ALONE OR PAYING OUT THOUSANDS TO GET IT DONE!
If youβve fallen behind by months (or even a few years!) and the catch-up quotes you're getting feel like you need to second mortgage your home... Or if youβre sweating bullets cause tax time's around the corner and you don't need the extra penalties...
Or if you want to DIY your books, but need a system that makes it simple,
with support along the way so you know youβre doing it right... We've got you covered.
Join one of our Business Bookkeeping Catch-Up Workshops and get your books up to date and prepped for end of year filing
β without the stress!
Catch up one yearβs books in just 3 short sessions β stress-free!
WHAT YOUβLL GET INSIDE OUR
CATCH UP WORKSHOPS
SIMPLE BUSINESS FINANCE TRACKING system:
No complex accounting software β if you can copy & paste, you can use our Profit Pulse Tracking System.
DO IT LIVE IN THE ROOM
WITH US:
Capture your books live with us. No watching a video course and guessing later. Weβre doing it with you in the room!
HANDS-ON LIVE GUIDENCE WHEN YOU HAVE QUESTIONS:
Ask questions as you go β weβll jump into private breakout rooms to help you..
DIRECTOR REIMBURSEMENTS MADE EASY:
End with actionable insights ready to file or hand to your accountant.
GET YOUR PROFIT & LOSS STATEMENT AND balance sheet:
End with clear, actionable insights ready to file or hand to your accountant to review and file for you!
REPLAYS & ASK QUESTIONS:
Finish confidently even if you have multiple years or more transactions than expected.
3 DAYS. 3 HOURS PER DAY. YOUR BOOKS DONE. BOOM!
3-Part-Workshop Breakdown
Hereβs what weβll do in just 3 hours each day
DAY ONE: Set Up + Start Capturing (3 hours)
Set up your Profit Pulse Tracker to fit you and your business.
Begin capturing your business financial transactions live with guidance.
Ask questions as you go and get support live in the room.
DAY TWO: Director Reimbursements + Continue Capturing (3 hours)
Learn how to handle director contributions and reimbursements
Continue capturing transactions with live support
Ask questions as you go and get support live in the room.
DAY THREE: Reports + Balance Sheet (2 hours)
Ask questions about anything youβve captured
Review your reports and CEO dashboard
Build your balance sheet and prepare your annual financials
so they are ready for filing or handover to your accountant for review and filing.
IMPORTANT:
Because each persons business is different and you will have different amounts of transactions going through your business each month, you might not finish capturing all of your information in the workshop. We suggest setting aside some extra time to catch up any outstanding months that werenβt finished in the first two days. Then bring the completed years books to day three to prep your year end.
WHY YOUβLL LOVE THIS WORKSHOP
Sleep easy:
No more wondering if youβre doing it right or stressing about taxes
Avoid penalties:
Get everything ready before the tax deadlines
Relief & clarity:
Get up to date fast & see your full financial picture in just 3 live sessions
By the end of this workshop, youβll walk away with your books caught up, your balance sheet complete, and ready to file your taxes or to hand over to your CPA for review and filing.
NOVEMBER:
Tues 18th, Wed 19th, Tues 25th
9am-12pm ET
DECEMBER:
Wed 3rd, Fri 5th, Wed 10th
10am-1pm ET
JANUARY:
Wed 7th, Fri 9th, Mon 12th
Last workshop before QTR 4 quarterly is due!
9am-12pm ET
FEBRUARY:
Thurs 19th, Fri 20th, Thurs 26th
11am-2pm ET
MARCH:
Tues 3rd, Wed 4th, Wed 11th
Wed 25th, Thurs 26th, Mon 30th
9am-12pm ET
11am-2pm ET
APRIL:
Wed 1st, Fri 3rd, Wed 8th
Thurs 9th, Fri 10th, Mon 13th
Last workshop before annual tax is due and
QTR 1 quarterly is due!
9am-12pm ET
10am-1pm ET
This is an intimate, high-touch workshop.
Only 10 seats per workshop.
Reserve your spot early to avoid disappointment.
WHAT YOUβLL GET INSIDE OUR
CATCH UP WORKSHOPS
SIMPLE BUSINESS FINANCE TRACKING system:
No complex accounting software β if you can copy & paste, you can use our Profit Pulse Tracking System.
DO IT LIVE IN THE ROOM
WITH US:
Capture your books live with us. No watching a video course and guessing later. Weβre doing it with you in the room!
HANDS-ON LIVE GUIDENCE WHEN YOU HAVE QUESTIONS:
Ask questions as you go β weβll jump into private breakout rooms to help you..
DIRECTOR REIMBURSEMENTS MADE EASY:
End with actionable insights ready to file or hand to your accountant.
GET YOUR PROFIT & LOSS STATEMENT AND balance sheet:
End with clear, actionable insights ready to file or hand to your accountant to review and file for you!
Finish confidently even if you have multiple years or more transactions than expected.
3 DAYS. 3 HOURS PER DAY.
YOUR BOOKS DONE. BOOM!
3-Part-Workshop Breakdown
Hereβs what weβll do in just 3 hours each day
DAY ONE: Set Up + Start Capturing (3 hours)
Set up your Profit Pulse Tracker to fit you and your business.
Begin capturing your business financial transactions live with guidance.
Ask questions as you go and get support live in the room.
DAY TWO: Director Reimbursements + Continue Capturing (3 hours)
Learn how to handle director contributions and reimbursements
Continue capturing transactions with live support
Ask questions as you go and get support live in the room.
DAY THREE: Reports + Balance Sheet (2 hours)
Ask questions about anything youβve captured
Review your reports and CEO dashboard
Build your balance sheet and prepare your annual financials so they are ready for filing or handover to your accountant for review and filing.
IMPORTANT:
Because each persons business is different and you will have different amounts of transactions going through your business each month, you might not finish capturing all of your information in the workshop. We suggest setting aside some extra time to catch up any outstanding months that werenβt finished in the first two days. Then bring the completed years books to day three to prep your year end.
WHY YOUβLL LOVE THIS WORKSHOP
Sleep easy:
No more wondering if youβre doing it right or stressing about taxes
Avoid penalties:
Get everything ready before the tax deadlines
Relief & clarity:
Get up to date fast & see your full financial picture in just 3 live sessions
By the end of this workshop, youβll walk away with your books caught up, your balance sheet complete, and ready to file your taxes or to hand over to your CPA for review and filing.
UPCOMING WORKSHOPS
3 Days Β· 3 Hours per Day
NOVEMBER:
Tues 18th, Wed 19th, Tues 25th
9am-12pm ET
DECEMBER:
Wed 3rd, Fri 5th, Wed 10th
10am-1pm ET
JANUARY:
Wed 7th, Fri 9th, Mon 12th
9am-12pm ET
Last workshop before QTR 4 quarterly is due!
FEBRUARY:
Thurs 19th, Fri 20th, Thurs 26th
10am-1pm ET
MARCH:
Tues 3rd, Wed 4th, Wed 11th
9am-12pm ET
Wed 25th, Thurs 26th, Mon 30th
11am-2pm ET
APRIL:
Wed 1st, Fri 3rd, Wed 8th
11am-2pm ET
Thurs 9th, Fri 10th, Mon 13th
10am-1pm ET
Last workshop before annual tax is due and
QTR 1 quarterly is due!
These are intimate, high-touch workshops.
Only 10 seats per workshop.
Reserve your spot early to avoid disappointment.
Latest On The Blog...
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Things were just a huge mess before. Now, I know exactly whatβs going on with my numbers!
After my last bookkeeper resigned, I realized my books were in a huge mess, I didnβt know who had paid, who hadnβt, it was just messy! Debbie came in and set up Xero, cleaned things up, created simple reports. Things just work now. I know whatβs going on with my finances... and I can make decisions way faster because Iβm not second-guessing everything.
Pam, JCC Chamber of Commerce.
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DISCLAIMER:
These catch-up workshops do not constitute tax advice or financial advise. You are responsible for the accuracy of what you have captured and for what you file on your tax return. We accept no liability for any of your business finances or filings. Our tool, The profit Pulse Tracker is not accounting software. It is a spreadsheet tracking tool built by entrepreneurs for entrepreneurs to make organising their business financials simple. We strongly recommend giving your captured data to your CPA to review before filing your taxes.
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FREE GUIDE
71 TAX DEDUCTIONS FOR SMALL BUSINESSES
Numbers donβt have to scare you!
Stay on top of your numbers and stop stressing over taxes with this easy-to-follow checklist.
FREE GUIDE
71 TAX DEDUCTIONS FOR SMALL BUSINESSES
Numbers donβt have to scare you!
Stay on top of your numbers and stop stressing over taxes with this easy-to-follow checklist.
Got Questions?
Want to work with us, but not sure which package is right for you
- book your Complimentary Discovery Call.
Not ready for a bookkeeper yet?
Weβve got a DIY solution that will knock your socks off and make
your finances easy peasy lemon squeezy, so you always know
whatβs going on with your numbers!
(no WTF moments trying to make expensive software balance
- in fact - no expensive software required. period.)
FEMALE FOUNDERS, SERVICE PROVIDERS & ENTREPRENEURS
Take Control of Your Finances
& Build a Profitable, Purpose-Driven Business!
Get one actionable step every day for two weeks to help you master your bookkeeping, accounting, and financial strategy. Then, continue with weekly tips to keep you empowered and confident in your financial growth.
It's 100% freeβjoin the female founders who are building businesses with purpose and profit!
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THE ENTREPRENEUR'S GUIDE TO DIY BOOKKEEPING MADE EASY
Stay on top of your numbers and stop stressing
over taxes with this easy-to-follow checklist.
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