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Tidewater Books School · Course

Your First Clean Month

Four short lessons, one every two days, that leave you with one fully reconciled month.

Lessons
5
Length
1 h
Level
Beginner
Price
Free
Sign in to enrollSee the lessons

What you'll learn

  • Separate business money from personal money
  • Log a month of income and expenses with categories
  • Reconcile the log against a bank statement
  • Know what to set aside for tax

Not a course about accounting. A course about one month: every dollar in, every dollar out, categorized and matched to the bank. Do it once and you know how to do it twelve times.

Who it's for: Freelancers and sole proprietors who track their money in their head or their inbox.

What you'll need

  • Last month's bank and card statements
  • A spreadsheet (the free calendar and the Ledger both work)
  • An hour, spread over a week

The lessons

1 section · 5 lessons · 36 min

01One month5 lessons · 36 min
  1. 1. Day 1: one account for the businessReading · 7 min
  2. 2. Day 3: log the monthReading · 10 minFinish Day 1: one account for the business first · Opens 2 days after you enroll
  3. 3. Day 5: reconcileReading · 8 minFinish Day 3: log the month first · Opens 4 days after you enroll
  4. 4. Day 7: set aside the taxReading · 8 minFinish Day 5: reconcile first · Opens 6 days after you enroll
  5. 5. Check: the monthQuiz · 3 minFinish Day 7: set aside the tax first · Opens 6 days after you enroll

Your teacher

CRE8 Sites

Teaches at Tidewater Books School. More from Tidewater Books School →

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