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Checks and Balances no Tag
Checks and Balances no Tag

De-mystify the numbers, save on your taxes, ditch the overwhelm, and run your business like a pro!

When it comes to keeping track of your business numbers how do you see yourself?

  •  It’s a love-hate relationship.
  •  I know I started a spreadsheet but can’t remember where I put it.
  •  If I don’t look at it, maybe it will go away.
  •  Running screaming like I’m being chased by Freddie Kruger.

If any or all of these sounds like you, keep reading.

“Debbie was amazingly patient and calm, and explained every step of the process. Now that I understand the numbers and have a system in place, it’s so much easier to stay on top of my books.”

MARA SHELBY

You probably didn’t start your business because you loved keeping the books and filling out tax forms.

Unless you’re like me. I became a CPA because I actually do love all those decimals and details. But I get it—tracking numbers isn’t for everybody. You probably started your business because you wanted to:

  • Spend your time doing something you love;
  • Use your talents to solve problems and make your customers’ lives better;
  • Create something that’s yours;
  • Build a better life for yourself and your family; and/or
  • Leave a legacy.

Having to keep up the books and pay taxes is just the cost of being your own boss, right?

If you’re not completely confident about your business accounting, you’re not alone.
Over the years, I’ve worked with many amazing entrepreneurs who have ranged anywhere from slightly sweaty palms to full blown panic attack at the thought tackling their numbers. They share an unhealthy superpower: putting off dealing with their books until tax time forces them into submission (when it’s too late to do much about it).

What if I told you it doesn’t have to be that way?

Even successful business owners secretly worry about how they’re handling the business finances.

Entrepreneurs are really good at managing the things they’re good at or passionate about. On the surface, they look like they’ve got it totally together. But underneath, no matter how successful they are, a lot of them suffer from hidden anxiety that they’re not savvy enough with the numbers side of their business—and that they’re leaving money on the table that should be in their bank accounts. If this is your story, maybe:

  • You’re inconsistent with tracking.
  • You’re not sure if your records are set up properly.
  • You’re confused about choosing a legal entity.
  • Taxes make you nervous—you don’t know what you owe.
  • You’re not sure what you can and can’t deduct—or what tax breaks are available to you.
  • You don’t file quarterly returns on a regular basis.
  • Your receipts, if you even have them, are all stuffed in a shoebox.
  • You worry that you’re paying too much or could be penalized for errors.
  • You feel like you should do better, but you don’t know how.
  • And you’re too busy running your business to figure it out.

There’s no shame. You’re not an accountant. This isn’t your area of expertise. The good news is, getting a handle on your numbers is simply a matter of having the right information and setting up your accounting systems.

Introducing…

De-Mystifying Your Numbers

It’s an intensive group bootcamp designed to help business owners like you gain confidence, clarity, and control around your bookkeeping structures and numbers.

Whether you’re just starting out or are ready to upgrade, The Money Multiplier will:

  • Explain what numbers you need to track and why;
  • Show you how to create straightforward, sustainable systems;
  • Take the mystery and anxiety out of bookkeeping and tax planning;
  • Prevent any future tax bill surprises; and
  • Empower you to run your business like the rock star you are!

I’ll teach you how to navigate the details and see the big picture.

There are all kinds of financial experts out there who can teach you pieces and parts of good financial systems. But, as a CPA and certified tax planner, I can not only show you how to set up a proper bookkeeping system, I can also teach you how to access, understand, and use every bit of your financial data—from the details to the big picture—to make smarter, more holistic, data-driven decisions. You’ll learn:
  • How to determine which of your products and services are truly the most profitable;
  • Where and when to take on expansion; and
  • When and how to invest in your business to support growth and reduce taxes;

“I couldn’t believe how much I was able to save on my taxes after discovering more deductions and tax credits I was eligible for.”

Margie McRae

Here’s how it works...

Demystify-Bootcamp-1024x673

In De-Mystifying Your Numbers, I’ll walk you through the basics of setting up your systems, choosing the right business entity, planning for taxes, and how to interpret your numbers to grow your business strategically.

This four-week intensive begins June 23th. We meet Wednesdays at noon for 90 minutes. In between our weekly live classes, you will start to incorporate the lessons into your business.

  • Specific action items to keep you moving forward;
  • Worksheets to help you get clear and stay on track; and
  • A private De-Mystifying Your Numbers Facebook community where you can ask questions and celebrate successes

Module 1: Congratulations! You have a business. Now what?

Creating the most powerful, revenue-generating structures

To get your started out right, I’ll take you through the basics of establishing a proper foundation for your business—a foundation that will support your business through years of growth, including:

  • Choosing the best business entity;
  • Setting up bank accounts, credit cards, and your Employer Identification Number (EIN); and
  • Exploring the pros and cons of owner loans vs. capital investment.

Module 2: The Profit System

Creating systems that maximize your results

The key to financial confidence and control is establishing structures that let you see where your business stands throughout the year. In this module, I’ll walk you through how to:

  • Organize your numbers to make important information available at a glance;
  • Create a chart of accounts to track your financial transactions;
  • Define your key numbers and revenue generators;
  • Start tracking all eligible deductions and write offs; and
  • Take advantage of the money-saving superpower of Business Tax Credits.
Module 3: The Rapid Clarity Method

Understanding your money (and finding more of it) in less than 45 minutes a month

In this module we dive a little deeper into and begin decoding the specific tools and tactics that will empower you to make smarter business decisions and keep more of the money you earn.

  • Profit & Loss Statements
  • Cash Flow
  • Balance Sheet – Your Business Health Check
  • Budgets and Planning
  • Estimating Taxes
  • Paying Yourself a Monthly Salary
Module 4: Your Ideal Partner

Establishing the best method for staying on top of your numbers

Managing your accounting process properly is critical—not just because getting it right can save you lots of money, but also because getting it wrong can cost you even more. In this module, we’ll go over:

  • Documentation required for deduction compliance;
  • How to take advantage of qualified business income;
  • Avoiding unhappy April tax surprises;
  • Documentation to audit proof yourself; and
  • How to work with a bookkeeper or accountant to free up your time and have more energy to focus on what you love about your business.

You deserve to feel proud of every area of your business—including how you manage the finances.

I created De-Mystifying the Numbers to give you the tools you need to handle your business finances confidently, without fear and overwhelm.

De-Mystifying Your Numbers early bird pricing
De-Mystifying Your Numbers pricing
De-Mystifying Your Numbers installments

Enroll now and You’ll Get a Bonus

A free one-on-one strategy session with me (Value $200)

Be one of the first three people to register and you will also receive a free 45-minute one-on-one session with me after the course is complete to discuss in more detail how to integrate your De-Mystifying Your Numbers strategies into your business.

Sign me up!

As the creator and founder of Checks & Balances Accounting, my goal is simple—to help you understand and optimize the financial aspects of your business.

After spending decades working with industry leaders such as Price Waterhouse and IBM, as well as with entrepreneurs and not-for-profit organizations, I’ve leveraged my experience to design programs that clarify the complex world of accounting, compliance, and financial planning. I’m also a great resource for ideas, insights, and advocacy.

My philosophy is simple: If you don’t truly understand your finances and how your numbers work for you, then you are losing money.

Make 2021 your year to de-mystify the numbers, build your skills in money management, and run your business with the confidence of a pro.

How much would it be worth to you and to your business to…

  • Feel confident knowing you’re on top of your financials, rather than worrying about them?
  • Know what you owe and be ready when the tax bill comes due?
  • Save time, money, and stress prepping for taxes?
  • Track and understand your numbers in minutes per month rather waiting until you the process has become totally overwhelming?
  • Avoid unnecessary penalties and interest payments?
  • Know you’re taking advantage of every eligible tax deduction and credit?
  • Know where you’re profitable and where you aren’t?
  • Have the information you need to make smart, data-driven decisions?
  • Let go of all of the energy sucking stress that not being on top of your numbers causes?

Confidence and clarity—less stress and bigger profits. 

This is what you stand to gain when you enroll yourself in De-Mystifying Your Numbers. Register now, and unleash your inner Boss!

Sign me up!
“After getting my financial systems organized, I finally feel like I’m running a real business.”

ALISON CHANDLER

FAQs

A lot of that depends on you. How you show up. How much you put in. And how ready and willing you are to move beyond things that have stopped you before. Over the years, I’ve been able to help many of my clients double and even triple their income. What I can promise is that I will show up and do my best to help you engage. I will have great presenters. And if you get stuck, I will do everything I can to help you move forward.

How much money are you losing each year by not understanding your numbers or keeping the right records? With the knowledge and tools you’ll gain from Demystifying Your Numbers, you’ll easily save well over the $495 price of the course.

How much time do you lose now looking for the information you need to apply for a loan, prepare your taxes, or just check in on how much a product or program cost versus how much it made. I designed The Money Multiplier intentionally as four two-hour modules, so it would be easier for you to fit it into your schedule. Setting up your financial structures will take some time at the beginning. But once you know what to do and have streamlined systems in place to support you, you will save a lot of hours—as well as money—by tending to your books in real time. And you’ll feel a lot less stress about it—which also makes the work go faster.

This is Your Year!

Join me in De-Mystifying Your Numbers. Learn how to take control of your numbers, stress less, and save more.

Sign me up!

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