#12: Behind the Scenes – Setting Up Your Financial Systems

Mar 18, 2018 | Office Operations

It took me yeeeaarrs to switch from my antiquated spreadsheet / Paypal / reporting / desktop Simple Start 2008 to an online solution and I am so glad I did! It has saved me tons of time, frustration, and now I don’t feel like a complete idiot (you’re going to laugh when you see my old system).

Last week, we looked at a few accounting program options, and this week, I take you behind the scenes to show you the train wreck that was my old bookkeeping procedure, what QuickBooks Online looks like, and how to get started. Enjoy!

Want a shortcut in setting things up? Check out my Financial and Payment Systems Growth and Profit Plan for sale in my shop at 30% off for this month only!

With this complete Financial & Payment Systems Growth & Profit Plan, you’ll get:

  • Simple bookkeeping systems for the solopreneur
  • Sample chart of accounts
  • Templates for collections, failed payments, renewals and more



Ready to get the most out of your viewing time?

Pick a collection below to get actionable, momentum-building advice with what you need help with right now.


Setting rates, client boundaries, & onboarding systems


Social media, email marketing, automation, & funnels


Processes, planning tools, outsourcing, & scaling systems

Simple Systems for Virtual Assistants

Grow, market, organize, and scale your business with FREE simple systems!

With short actionable insights brought to you every week, Systems Sunday videos have earned its spot as *can’t miss* watching for thousands of results-driven virtual pros just like you.