Finance & AccountingBusiness & ManagementenDeep

Bookkeeping Basics for Freelancers and Small Businesses

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🌐 Also available in:AR

Master the fundamentals of bookkeeping tailored for freelancers and small business owners. You'll set up a reliable financial system, track income and expenses, reconcile accounts, and confidently prepare clean, organized books every tax season.

What's included

📦6 modules
🖼24 narrated slides
✅9 quiz questions
📊Diagrams
🔊AI narration
🎓Certificate of completion
🌐Available in 2 languages
⏱️Deep · ~50 min
📱Self-paced, learn anywhere
♾️Lifetime access

What you'll learn

M1Setting Up Your Bookkeeping System from Scratch⌄
  • Choosing Between Spreadsheets, Software, and Hiring a Bookkeeper
  • Setting Up Your Chart of Accounts for a Service-Based Business
  • Cash vs. Accrual Accounting: Which One Is Right for You?
  • Creating a Simple Filing System for Receipts and Invoices
M2Separating Personal and Business Finances3 quiz questions⌄
  • Opening a Dedicated Business Checking Account and Why It Matters
  • Setting Up a Business Credit Card and Tracking Its Transactions
  • How to Pay Yourself as a Freelancer or Small Business Owner
  • What to Do When You Accidentally Mix Personal and Business Expenses
M3Recording Income and Tracking Client Payments⌄
  • How to Record a Client Invoice and Mark It as Paid
  • Handling Partial Payments, Deposits, and Retainers
  • Tracking Multiple Income Streams in One Ledger
  • Dealing with Late Payments, Refunds, and Cancelled Projects
M4Recording Expenses and Categorizing Deductions3 quiz questions⌄
  • The Most Common Deductible Expenses for Freelancers and Small Businesses
  • How to Categorize a Business Meal, Travel Trip, or Home Office Cost
  • Recording Recurring Subscriptions, Software, and Contractor Payments
  • Handling Cash Purchases and Expenses Without a Receipt
M5Reconciling Accounts and Catching Errors⌄
  • What Bank Reconciliation Is and How to Do It Monthly
  • Spotting and Fixing Duplicate Entries or Miscategorized Transactions
  • Reconciling PayPal, Stripe, and Other Payment Processors
  • How to Read a Basic Profit and Loss Statement
M6Preparing Your Books for Tax Season3 quiz questions⌄
  • Generating an End-of-Year Income and Expense Report
  • Organizing 1099s, Invoices, and Receipts Before Filing
  • Estimated Quarterly Taxes: How to Calculate and Record What You Owe
  • Handing Off Clean Books to Your Accountant or Filing on Your Own

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