GET CONFIDENT
WITH
QUICKBOOKS
GET CONFIDENT
WITH
QUICKBOOKS
A QuickBooks workshop for creative entrepreneurs who feel overwhelmed by bookkeeping.
A QuickBooks workshop for creative entrepreneurs who feel overwhelmed by bookkeeping.
MAKE BOOKKEEPING EASIER
This workshop shows you how to clean up you QuickBooks Online so you can:
Properly file your 2024 taxes on time
Track your numbers throughout the year #organized
Make QuickBooks way less scary
You can be honest
You can be honest
“Okay, THIS is the week I sort out my QuickBooks…”
How many times have you said to yourself,
How many times have you said to yourself,
“Okay, THIS is the week I sort out my QuickBooks…”
But, each time you open your dashboard, you feel this dread and overwhelm.
It's daunting to look at because you don’t know where to start. Maybe you’re afraid you’ll F it up. 😬
You end up putting it off, hoping the numbers will magically come together at the last minute 🙏🏼
But here's the thing.
The more you put off your bookkeeping, the more stressful it becomes.
Before you know it, taxes are due and your books are…still chaotic.
But here's the thing.
The more you put off your bookkeeping, the more stressful it becomes.
Before you know it, taxes are due and your books are…still chaotic.
Then January hits, and you’re like… “Oh shit. I really have to catch up on my bookkeeping.
You’re busy running your creative business all year.
Then January hits, and you’re like… “Oh shit. I really have to catch up on my bookkeeping.”
You’re busy running your creative business all year.
You might have expenses in the wrong categories and transactions you haven’t recorded
Maybe you used to outsource it to a bookkeeper, but it didn't work out with them
Or maybe you’ve been too nervous to start using QuickBooks. Someone said you should have it, but then you were left hanging…
I promise you CAN navigate QuickBooks like a pro
When you do, your numbers become your superpower, not your super stressor.
Just imagine:
Moving through QuickBooks’s system smoothly and easily, like a QuickBooks wizard
Running your own stress-free CFO days and staying on top of profitability
Knowing EXACTLY what you’re handing off to your accountant or CPA if you’re working with one
Filing your taxes on time this year and every year (without wanting to cry)
That’s why QuickBooks for Creatives is here
This 3-hour workshop shows you how to clean up your QuickBooks—so you can file your taxes on time and confidently track your numbers throughout the year.
$299
Make it easier please
“It made some things simple I had gotten really in my head about. I was surprised by how comfortable I felt sharing my situation and numbers with you and the community. I felt no shame or embarrassment.”
— Kristen Hammock, Tax Hacks Workshop Attendee
What’s included
Follow-along QuickBooks training
All the info you need to clean up your QuickBooks so you can get more confident with your numbers
No more trying to figure it out yourself! We’ll go through the 3 critical parts of good bookkeeping so you can set up your systems—in a way that works for your creative brain.
Live QuickBooks problem-solving
During the workshop, live attendees asked questions about their sticking points. You’ll also learn by listening to other attendees’ situations.
QuickBooks Cheat Sheet for ongoing support
Your Cheatsheet includes video guides that walk you through the complete QuickBooks process. Each video is less than 5 minutes so you can quickly find answers if you get stuck. You’ll leave with all the tools you need to finish off your bookkeeping on your own (this year and every year).
help me clean up quickbooks
“I can say, as someone who has learned from Jillian, that learning from her is one of the best investments I’ve made. She’s an incredible teacher!”
— Suzy, Photographer
I'm Jillian Todd, Virtual CFO and Money Coach for Creatives
I’m a trained accountant who loves helping creative entrepreneurs with their finances.
I help you create financial systems that work for your brain so you can build a profitable, values-aligned creative business.
I know you need to get your bookkeeping together, and I know you’ve been putting it off. 😉
In this workshop, we’ll work through it together.
(But my clients call me their Money Mom or Money Therapist)
In case we haven't met
“Sometimes the biggest help I needed was not knowing what to do, but understanding WHY, and how to make it more efficient.
Talking through the financial management of my business with someone who shares values but also can help me learn how to think and talk about financial systems was really helpful.
I have suggested [Jillian] to several people and explained several times that the combination of financial knowledge plus exceptional coaching skills is both personally and financially useful, and really helps increase people's sense of self-efficacy.”
— Rachel, Therapist
QBO Client Showcase
I helped these clients clean up their QuickBooks and showed them how to do their own accounting each month 💵💵💵
“If you feel weary of your numbers and want to learn from someone who is kindness embodied, this is your opportunity!!!”
“Thank you so much for all of this information and just providing the session in general. It was so great!!! You’re the perfect amount of incredibly knowledgeable but not intimidating at all to ask financial questions, etc., which just feels so rare to find sometimes. Thank you again!!!”
— Ariel, Photographer
How to record, categorize, and correct transactions
Get all your revenue and expenses inputted and organized.
How to reconcile your bank accounts
Make sure the information you put into QuickBooks matches your bank’s records.
How to review your financials
Learn what you need to pay attention to in your Profit and Loss reports.
What You'll Learn
How to keep on top of it all going forward
Bookkeeping isn’t one-and-done. You’ll learn how to keep things organized so it works like a well-oiled machine.
Better books isn’t just about getting your taxes done on time
Setting your books up correctly gives you SUCH valuable information throughout the year.
it allows you to understand:
Is my business profitable?
Am I just skating by?
Where are most of my profits coming from?
Should I charge more?
Better bookkeeping leads to more money confidence.
And in case you're wondering...
Yeah, you could pay someone to do your QuickBooks for you
But knowing your numbers is knowing your business.
When you understand your bookkeeping, you can make more informed decisions as a business owner
—even if you end up outsourcing QuickBooks.
Plus, you won't be left hanging if you ever lose that bookkeeper or accountant. You can pick it up like a pro.
You’re a creative entrepreneur who feels stressed by bookkeeping and unsure where to start
You have a QuickBooks account (or are planning to get one), but you find it daunting AF
You want to make sure you file your taxes on time (and write off all your expenses so you can bring down your bill)
You want to get better at bookkeeping so you can make better money decisions
You want to stop feeling anxious about looking at your numbers—and just get it done!
Ok, I feel seen
Let's recap
This workshop is for you if…
“I’ve realized I can build a sustainable business.”
“Whether you’re trying to go full-time in your business or you’re just starting out — or you’re trying to understand your relationship to money or need more technical advice, Jillian has all those bases covered. She went with the flow [of what you need] but has the expertise to back it up. Wherever you’re at, she can be super, super supportive to you.”
— Michaella, Career Designer
“I don’t feel like money is unmanageable anymore.”
“Jillian is the best at really making you think about your priorities and keeping you accountable. At the same time, she has this welcoming demeanor. She puts you at ease about the situation in a way that’s fun even though it’s terrifying.”
— Brittny, Photographer
“Finances have always been a murky area for me. From the moment I connected with [Jillian], I felt like I had a partner to guide me through the process.”
“That was extremely comforting because I was really overwhelmed and ashamed. I felt like I was navigating in the dark and there was a lot of fear associated with finances.
It was a sense of relief having someone there to help me. I appreciated how reassuring you were and how you removed the stigma.”
— Jillian K, Creative Consultant and Designer
Got questions? I’ve got you covered
Can I just pay someone to do this for me?
Yes, you can! But there’s a ton of value in knowing how to do it yourself.
Knowing your numbers is knowing your business. When you understand how your bookkeeping is done yourself, you can make more informed decisions as a business owner—even if you do end up outsourcing QuickBooks management.
Plus, if that bookkeeper or accountant can no longer work with you at some point, you won’t be left hanging.
What's the real risk of messy books?
There are a few risks. For one, the longer it takes you to clean up your books, the more likely you are to pay your taxes late, which comes with fees…
The other big thing is you could end up paying more taxes than you should. If you miss expenses because your books aren’t in order, you won’t write those expenses off.
On the flip side, you could miss on reporting income. If you don’t accurately record your profits, you can’t accurately track your business’s progress. Not to mention, you could end up stumbling into a sticky auditing situation.
Who shouldn’t use Quickbooks?
What if I’m not a numbers person or I hate talking about money?
Then you sound like many of the creatives I support! I know money can be freaky. My ultimate goal is to guide you through it so you feel comfortable, informed, and in control. We’ll work on getting comfy with your numbers so you can make more of a profit with your creativity.
LET'S TURN YOU INTO A QUICKBOOKS WIZARD
~ Properly file your 2024 taxes on time
~ Track your numbers throughout the year #organized
~ Make QuickBooks way less scary
$299
OK, I'M IN!