What exactly is the Catch-Up Workshop?

It’s a 3-part, live guided workshop where we help you catch-up up to 12 months of your business books — together.
You’ll work alongside us (and other founders) to get your books organized, cleaned up, and ready for tax time — without feeling overwhelmed or guessing your way through it. This isn’t another course you’ll forget about — it’s a get-it-done experience.

Who is this for?

For small-business owners, creatives, coaches, and service pros who’ve fallen behind on their books and want to get back on track without paying thousands for a bookkeeper. You’ll love this if you’ve ever said:

“I’ll do it later…”

“My accountant can just fix it.”

“I think I made money this year…?”

If that’s you — this is for you. 💚

What if I’ve never done my books before?

Perfect! That’s exactly who we built this for.
We’ll guide you step-by-step, show you how to capture your income and expenses (even from past months), and give you a simple spreadsheet system that’s built for non-accountants. If you can copy + paste, you can do this.

What will I walk away with?

By the end of the workshop, you’ll have:

✅ Up to 12 months of books fully captured
✅ A Profit & Loss + Balance Sheet you can actually read
✅ A clear view of what you earned, spent, and can pay yourself
✅ A ready-to-hand-over package for your accountant or tax filing
✅ The relief of knowing exactly where your business stands

5. What’s included in the price?

3 live working sessions (3 hours each)
1:1 breakout support during sessions
The Profit Pulse Tracking System (your done-for-you spreadsheet template)
Access to replays if you can’t attend live
Optional Q&A and accountability support between sessions

6. How much time will it take?

Each session runs about 3 hours, and we recommend setting aside an extra hour or two between sessions if you’re behind by multiple months.

You’ll get most — if not all — of your catch-up done during the workshop itself.

7. Do I need to use QuickBooks or Xero?

Nope! We don’t use complex accounting software here.
You’ll be using our Profit Pulse Tracker, a simple, color-coded spreadsheet built for real humans — not accountants.

8. Will this help me with taxes?

Yes — indirectly.
You’ll leave with your books organized, your numbers accurate, and reports ready to hand to your tax preparer or accountant.

(We’re not providing tax advice or filing for you, but you’ll have everything they need to file confidently.)

9. What if I can’t attend live?

This isn't for you if you can't make it live. We do sell our system separately with a DIY course - email me hello @wtfaccounting.com to get the deets.

10. What’s the refund policy?

Because seats are limited and this is a live, interactive experience, all sales are final — but our promise to you is: if you show up and do the work, we'll help you until it's done. No founder left behind.

11. Is it really 50% off?

Yes — for this weekend only. 🎃
Use code HALLOWEEN50 at checkout before Monday at midnight EST to save 50%.

You can join any workshop date between now and April, but you must grab your seat this weekend to lock in the discount.

12. What do I need to prepare before the workshop?

Just bring:
✅ Your business bank statements (or access to them)
✅ A laptop + coffee (optional but encouraged ☕)
✅ An open mind — we’ll guide you from chaos to clarity step-by-step.

13. What if I’m outside the U.S.?

Totally fine! 🌍
The system works anywhere — we have clients in the U.K., South Africa, Australia, Canada, and beyond.
You’ll simply record your numbers in your local currency.