Take Control of Your Firm’s Finances
Finance 201: Financial Reporting & Bookkeeping Oversight
No more crossed fingers at tax time or stressing over your books. This 5-week course gives you the clarity, systems, and confidence to take ownership of your finances, whether you DIY or work with a bookkeeper.
5-Week Course
Buy Any 5-Week Course, Get LuAnn’s Workshop for Free!
Buy any 5-week course by August 18th and get access to LuAnn’s workshop—Purpose by Design: Create Your Mission, Vision, and Value Statements—at no extra cost. You’ve heard her say it’s essential—now let’s do it together, step by step. (No more going it alone!)
When you register for this or any 5-week course, we'll send you an email with details.
Imagine This…
By the end of this course, you will:
-
Understand the Basics
Learn what bookkeeping really is, why it matters, and how it works in design businesses. -
Track Confidently
Know how to enter, categorize, and reconcile your firm’s daily transactions with clarity. -
Read Financial Reports
Understand P&L and balance sheets so you can make smart, informed decisions. -
Plan Ahead
Set up systems for taxes, forecasting, and sustainable growth. No scrambling required.
For designers ready to stop guessing and start leading with financial clarity.
If your finances stress you out, you’re not alone. This course shows you how to clean up your books, understand what the numbers actually mean, and take charge of your bottom line. You’ll walk away with practical systems for categorizing transactions, reading reports, prepping for taxes, and planning ahead, plus templates and tools you can use right away.
from 3:30pm - 4:45pm EST
Staci has been instrumental in supporting my business.”
Meet Staci Davidson
Staci Davidson is the founder of Everything But Design, a firm that helps interior designers streamline operations, manage finances, and grow profitable businesses.
With deep experience in design firm management and a passion for process, she makes the backend of business feel less overwhelming—and a lot more empowering.
9+
Years Working
with Designers
$85M+
in Client Revenue
Managed
100+
Design Firms
Served
Staci's Superpowers
-
Manages $85M+ in Client Revenue Across Design Firms
Staci brings real-world expertise in tracking, reconciling, and making sense of the numbers that drive creative businesses. -
Specialist in Bookkeeping Systems Built for Interior Design
She knows the financial quirks of this industry—like proposals, retainers, and multi-phase projects—and teaches you how to manage them cleanly and confidently. -
Translates Financial Reports Into Strategic Decisions
Staci helps designers go from “I have no idea what this means” to confidently using P&Ls, balance sheets, and forecasts to steer the business forward. -
Teaches Foundational Bookkeeping Without the Fluff
From daily habits to month-end reconciliation, Staci shows designers exactly what matters—and how to do it right. -
Featured Expert for the Industry’s Top Financial Platforms
Her financial systems advice is featured by Design Manager, A Well-Designed Business®, and Design Biz Survival Guide.
Is this course for you?
We’re a great fit if…
-
You feel unsure or overwhelmed when looking at your financials
-
You want a bookkeeping system built specifically for design businesses
-
You’re ready to stop guessing and take control of your business numbers
We’re not a fit if…
-
You already have a complete, automated, and accurate bookkeeping system
-
You’re looking for advanced accounting or tax strategy
-
You don’t manage or oversee financials in your design firm
Don’t Let Your Books Run the Business
Whether you’re DIYing your books or outsourcing them, you still need to know your numbers. This course shows you how to clean things up and make your books work for you.
The 5 Essentials of Bookkeeping Oversight for Designers
Bookkeeping Basics for Interior Designers
Get clear on what bookkeeping actually means, why it matters, and how design firms should track income and expenses differently than other businesses.
Tues. September 9th at 3:30pm EST
Tracking Daily Transactions
Learn how to properly enter, organize, and track income and expenses by project—without creating more mess to clean up later.
Tues. September 16th at 3:30pm EST
Reading Your Financial Reports
Learn how to analyze your Profit & Loss and Balance Sheet, understand what they’re telling you, and make smarter decisions because of it.
Tues. September 23rd at 3:30pm EST
Reconciling and Organizing Your Books
Learn how to reconcile accounts monthly, organize receipts, and build audit-ready books—so nothing slips through the cracks.
Tues. September 30th at 3:30pm EST
Planning Ahead with Financial Confidence
Create a realistic 12-month plan, prep for taxes with ease, and forecast revenue to support responsible growth.
Tues. October 7th at 3:30pm EST
What were your biggest, business-changing a-ha moments? How are you taking action? Join LuAnn in picking up insights from every course and every department!
Wed. October 29th at 12:00pm EST
What’s Included?
-
FREE RECORDED CLASSES FOR 90 DAYS: Can’t make one of the classes? No problem! Recordings will be available the next day—just log in to your account to access them. If you’d like unlimited access, you can purchase Lifetime Recording Access for $75 when you register—or at any time during your 90-day window.
-
LIVE VIDEO COACHING CALLS WITH 5 SPECIFIC TOPICS: 5 weeks of 1 hour and 15 minute live zoom video coaching with 1 hour of your instructor teaching and 15 minutes of live Q&A.
-
PRIVATE CONVERSATION BOARDS FOR EVERYONE IN THE COURSE: Sometimes we need to try something or think about it further...and then we look for clarification. This group is for collaboration, victories and trouble-shooting. Your instructor, LuAnn, and your peers will deepen your understanding of the content.
5-Week Course
Register NOW
Finance 201
Finance 201
Register now for Early Bird Pricing! The price goes up to $2195 on August 30th.
Buy Any 5-Week Course, Get LuAnn’s Workshop for Free!
Buy any 5-week course by August 18th and get access to LuAnn’s workshop—Purpose by Design: Create Your Mission, Vision, and Value Statements—at no extra cost. You’ve heard her say it’s essential—now let’s do it together, step by step. (No more going it alone!)
When you register for this or any 5-week course, we'll send you an email with details.
FAQs
-
We meet each week via livestream. Expect an email with instructions a few days before your class begins.
Each meeting is one hour and fifteen minutes of live coaching with a combination of dynamic teaching (expect tons of real-world examples!) and live Q&A.No problem! Recordings of each class will be available the next day, so you won’t miss a thing. However, keep in mind that your access to these recordings is free for 90 days after your last class. After that, access will be removed unless you purchase Lifetime Recording Access for $75, which ensures your recordings never expire. You can add this option when you register or later if you need more time.
And don’t forget about the Conversation Boards! Your instructor will be there each week for extra Q&A and to help you deepen your understanding. So even if you’re in a different time zone, you can still sign up and get the full value out of this course.Your instructor will be checking in on your Conversation Board at least a few times a week to answer any questions that you post. You will also be able to interact with your classmates, continue discussions from your sessions, and share wins as you put your new-found skills into practice.We meet on Tuesdays for five weeks at 3:30pm ET. -
We want you to feel confident when you enroll in a LuAnn University course. Our policy is designed to be fair to both students and instructors:
If you cancel before the course begins: You’ll receive a refund of your tuition, minus transaction fees.
If you request a refund after the course begins: Refund requests may be made within the first two weeks of the course. We’ll review your request and work with you to find the best solution. To be eligible, you must have completed the pre-course Q&A form, which helps ensure your goals and expectations align with the course content.Once the 90-day access period ends, your recordings will no longer be available—unless you’ve purchased Lifetime Recording Access. You can add Lifetime Recording Access to your cart when you register—this means your recordings never expire. If you decide later, don’t worry! We’ll remind you when your 90-day window is about to close, giving you another chance to keep them for life.
“From bookkeeping and purchasing assistance to business advisory services, I can't speak highly enough of Staci.”
“Staci helped me get my new design business foundations set up.”