Course 1 - Financial Terms
Hiiiii!!!
Budgeting is one of the hardest skills to master as an entrepreneur. The Financial Terms E-Course is course one of Part 1 from The STOP Method™, the budgeting method I created to make budgeting easier for you.
The Financial Terms E-Course Is Perfect For You If:
1. You are thinking about starting a business
2. You own a start up
3. You want to level up your understanding of financial terms
The Financial Terms:
These are the 15 financial terms I do a deep dive on. Plus, I share nuggets on how they relate to your business and why they are so important for you to know:
- GAAP
- PROFIT AND LOSS
- GROSS REVENUE
- COGS
- OVERHEAD EXPENSES
- NET INCOME
- PROFIT
- CASH FLOW
- BROKE EVEN
- BALANCE SHEET
- EPI
- IEN
- KPI
- ROI
- ROTI
Time Commitment:
1.5hrs. The entire course, from Course Objectives to Next Steps is 1.5hrs! What an amazing ROTI to level up your business!
Why Take The Financial Terms E-Course?
Budgeting is the foundation to which you will build your entire business on. Learning and understanding these terms and how they relate to your business is crucial to your success. That is not just fluff to get you to take my course.
With 16 years of entrepreneurship, 7 businesses, and 33,000 hours of budgeting under my belt, this is what would have helped me most when I launched my first business. My way of teaching is not text book. No big words or accountant speak. With that said, this is your friendly reminder that I do have a speech impediment and sometimes I might speak more slowly than you'd like. Feel free to speed me up and listen to me at 1.5 speed! hahahaha
In order to scale and move beyond freelance/solopreneur work, knowing these terms will make it easier for you to grow and feel empowered in your financial decisions. Imposter syndrome is no joke and taking this course will help you feel credible and competent.
Course 2 - Budgeting Tools
Budgeting Tools E-Course
Knowing how to start budgeting or what tools to use is overwhelming. There are so many options available that you get paralysis analysis on what to do and where to start. The Budgeting Tools E-Course is divided into the three (3) most important budgeting tools that I believe will make budgeting easier for you. These budgeting tools are what have helped me go from a broke-aire to a millionaire.
The Budgeting Tools E-Course Is Perfect For You If:
1. You get overwhelmed with budgeting
2. You want to grow your self confidence and competency with budgeting
3. You want to know exactly what worksheets and software to use to start budgeting
The Budgeting Tools:
The Budgeting Tools e-course is divided into three (3) sections:
1. Budgeting Tool One - Mindset
This section I go over what might be holding you back from budgeting and being consistent with your finances.
2. Budgeting Tool Two - Worksheets
This section focuses on the top five (5) forecasting worksheets for your business. All five (5) worksheets are included with the course!
3. Budgeting Tool Three - Accounting Software
This section focuses on accounting software and WHY it is crucial for you to have it if you want to scale, grow, and be a profitable business. Accounting software is not a luxury item for a business owner, it is a necessity. Please note, I am not endorsed or paid by any accounting software companies. These are strictly my own opinions!
Time Commitment:
1.5hrs. You will change your mindset around budgeting and have the tools to do so in 1.5hrs! What an incredible gift to give yourself.
Why Take The Budgeting Tools E-Course?
You are smart enough to learn how to budget. You are worth the value you bring to the clients/customers you serve. It is time you believe it. Now that you are willing to believe in yourself, it is crucial you have the tools to be able to charge what you want with data informed decisions.
With 16 years of entrepreneurship, 7 businesses, and 33,000 hours of budgeting under my belt, these tools are what helped me level up every single one of my businesses and those that I served. Every single business that implemented these tools, increased their prices, profitability, year over year revenue, and were able to hire staff to scale responsibly. If you truly want to work smarter, not harder, and get off the entrepreneur hamster wheel, the budgeting tools course will help you do that!
My way of teaching is not text book. No big words or accountant speak. With that said, this is your friendly reminder that I do have a speech impediment and sometimes I might speak more slowly than you'd like. Feel free to speed me up and listen to me at 1.5 speed! hahahaha
*Coming Soon* QuickBooks Online 101 E-Course
QuickBooks 101 E-Course
If you are overwhelmed with QuickBooks Online, you are not alone! There is SO MUCH to it and they keep adding more!
This course will walk you through 90% of the tools QuickBooks provides - and all of the tools that Crystal uses on a regular basis.
Using accounting software is crucial to the success of your business. QuickBooks Online has everything a start up business needs: Estimates, Purchase Orders, Invoicing, Payroll, Worker's Comp, Taking Payments, Electronic Banking, Budgeting, Bookkeeping, and a gazillion reports! You probably could figure it out through trial and error - making you dangerous because you know just enough to do it...not know if it's correct or not! Or you have it and then do nothing with your books because you do not want to make a mistake.
The QuickBooks 101 E-Course Is Perfect For You If:
1. You want to learn how to use QuickBooks Online (QBO)
2. You are not ready to hire a bookkeeper yet really need to get your books in order
3. You want to read reports and make data informed financial decisions for your business
What This Course Covers:
- What tier of QuickBooks Online subscription is right for you
- How to set up your QuickBooks Online as a first time user
- How to electronically connect your bank accounts
- Step by step instructions for your Chart of Accounts
- Understand and organize your dashboard
- Review of all Menu Tabs: Transactions, Expenses, Sales, Reports, Payroll, etc
- How to set up and search your vendors & customers
- How to invoice & set up recurring transactions
- Deep dive on how to read your Profit & Loss, Balance Sheet, & Budget vs Actuals reports
- Buying this course gives you access to The STOP Method™ community
- Ask your questions in the community and Crystal will answer them!
Time Commitment:
Approx 3 hours with 20+ video modules
Why Take The QuickBooks 101 E-Course?
Knowing how to set up your books, invoice, receive payment, and read your reports will via QuickBooks Online will streamline your business. Plus, having all the tools in one place will make budgeting easier for you. Crystal has used QBO for over 16 years will take the overwhelm out of using QuickBooks Online. When you see her pulling reports, QuickBooks Online is the accounting software you see her using.
Crystal's way of teaching is not text book. No big words or accountant speak. With that said, this is your friendly reminder that she does have a speech impediment and sometimes she might speak more slowly than you'd like. Feel free to speed up the recordings and listen at your own speed.
*Coming Soon* Budgeting 101 E-Course
How To Do Your Budget E-Course
How do you even know what to budget? How do you forecast? What are the best practices, percentages, and payroll estimates for start ups? This course will walk you through my budgeting process for expenses, payroll, loans, and how to set up your budget in QuickBooks Online.
The QuickBooks 101 E-Course Is Perfect For You If:
1. You want to learn how to budget for your business
2. You are ready to create a budget in QuickBooks Online
3. You want to make sure you are intentionally building profit into your budget
What I go over:
1. Budgeting Mindset
2. COGS
3. Overhead Expenses
4. Payroll (both owner and employee)
5. Profit
6. Inventory
7. Loans
8. Owner Investment/Start Up Costs
9. Ways to build out your budget
10. Inputting it into QuickBooks Online
11. How to read Budget Overview Report
12. How to use Budget vs Actuals Report
13. Best practices to build commitment and discipline for budgeting
Time Commitment:
Still recording. Will update you when it's done, as long as you sign up below
Why Take The Budgeting 101 E-Course?
Your budget is your legacy. It is your dreams in number format. It is your road map. Without a budget to hold yourself to, it is much harder to know what to say yes to and what to run like heck from! Without a budget, you will never be able to see why you are not profitable, which then means you will not be able to find the problem or the solution!
Your budget is your guide. It is overwhelming to know how to build a budget. It is equally hard to stay committed and disciplined to your budget. It is often a one and done and then you don't look at it again. Or you keep it in your brain, only to shift it to your needs and purposes. If you truly want to grow and scale, you need a budget to keep you on track and hold you accountable!
My way of teaching is not text book. No big words or accountant speak. With that said, this is your friendly reminder that I do have a speech impediment and sometimes I might speak more slowly than you'd like. Feel free to speed me up and listen to me at 1.5 speed! hahahaha