#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

 

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