Use Quickbooks to Get Your Financial Framework in Place
Finance 101: Introduction to Online Bookkeeping
Interior design is a financially complex business. If you’re in the first phase of your business and you feel like your books aren’t quite locked down…this course will change everything. Kathleen will take you through a 6-step process that is perfect for new business owners or anyone feeling overwhelmed by the numbers.
5-Week Course
Buy Any 5-Week Course, Get LuAnn’s Workshops for Free!
Buy any 5-week course by August 18th and get an invite to...
Purpose by Design: Create Your Mission, Vision, and Value Statements
You’ve heard her say it’s essential—now let’s do it together, step by step. (No more going it alone!)
Profitable by Design: Sales Strategies for Designers & Window Treatment Pros
Win more clients, boost your profits, and sell with confidence—no hard selling required.
When you register for this or any 5-week course, we'll send you an email with details.
From Overwhelmed to Empowered: Bookkeeping Made Simple
Finance 101 instructor Kathleen Anderson helps designers replace financial confusion with confidence. She shares how to clear up common bookkeeping misconceptions, build a “financial dream team,” and discover the insights your numbers reveal—so you can lead your business with clarity and control.
Imagine This…
By the end of this course, you will:
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Demystify Bookkeeping
Stop feeling like bookkeeping is something mysterious that you’ll never understand—we’ll skip the jargon and put it all in straightforward, design-specific terms. -
Be in the Financial Loop
Feel comfortable and confident that nothing is happening in the financial side of your business without your knowledge (because we’ve all heard at least one horror story). -
Gut-Check Your Numbers
Know how to quickly review your financials and spot when something seems off—before it becomes a bigger issue.
There is no substitute for the confidence that comes from truly knowing your numbers.
Bookkeeping doesn’t have to be blindly outsourced. Knowing what is happening in your books is empowering and 100% necessary—for a newer business and as you grow. Ready to create a strong foundation for your finances? To get the best possible systems in place—right from the beginning?
from 12:30pm - 1:45pm EST
I'm excited about the overall organization of my books and the confidence I now have to DO IT.”
So many good learning opportunities.”
Meet Kathleen Anderson
Kathleen Anderson is a designer and entrepreneur delivering full-service interiors, design-build projects, window treatments, and more. With a BA in Interior Design and a Masters Degree in Architecture, she knows first-hand that business knowledge is what completes the trifecta needed to build and run a successful design firm.
$5M
Commercial Renovation
Project Led
14+
Years in the
Interior Design Industry
Kathleen's Superpowers
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Teaches Bookkeeping From a Designer’s Point of View
Kathleen understands the creative mind and breaks down bookkeeping in a way that actually makes sense for design professionals. -
Turns Overwhelm Into Order With a Step-by-Step System
Her 6-step method helps new business owners take control of their finances—without hiring a CFO. -
Builds Financial Confidence From the Ground Up
From software setup to reading P&L reports, Kathleen teaches what every business owner must know to be profitable. -
Experienced Business Owner Who’s Been in Your Shoes
She built her design firm from scratch and knows firsthand how disorganized books can stall your growth. -
Blends Analytical Thinking With Creative Practice
Kathleen’s unique ability to balance right- and left-brain thinking empowers students to finally make peace with their numbers.
Join Kathleen as she helps you gain knowledge and confidence in your bookkeeping.
Stop fearing your finances and put systems in place to guide your business toward greater profit.
A 5-Step Introduction to QuickBooks
Setting Up Your Systems
Build a smart financial foundation by defining key roles, choosing the right software, and setting up your accounts the right way from the start.
Thurs. September 11th at 12:30pm EST
Chart of Accounts
Structure your chart of accounts to support both tax compliance and day-to-day clarity.
Thurs. September 18th at 12:30pm EST
Gathering Data and Using it to Your Advantage
Organize product, client, and vendor info in ways that simplify 1099s, speed up reporting, and give you more useful insights.
Thurs. September 25th at 12:30pm EST
Work Flow
Master the flow of purchase orders, bills, estimates, and invoices, so your back end runs as smoothly as your design installs.
Thurs. October 2nd at 12:30pm EST
Your Numbers at a Glance
Learn how to read profit & loss, accounts payable, and receivable reports, plus how to catch issues early and grow with confidence.
Thurs. October 9th at 12:30pm 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?
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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.
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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.
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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 101
Finance 101
Register now for Early Bird Pricing! The price goes up to $2195 on August 30th.
Buy Any 5-Week Course, Get LuAnn’s Workshops for Free!
Buy any 5-week course by August 18th and get an invite to...
Purpose by Design: Create Your Mission, Vision, and Value Statements
You’ve heard her say it’s essential—now let’s do it together, step by step. (No more going it alone!)
Profitable by Design: Sales Strategies for Designers & Window Treatment Pros
Win more clients, boost your profits, and sell with confidence—no hard selling required.
When you register for this or any 5-week course, we'll send you an email with details.
FAQs
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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 Thursdays for five weeks at 12:30pm 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.Yes! To receive CEUs, you will need to attend all live sessions. Each week, please enter your name and IDCEC unique identification learner number in the Zoom chat to confirm your participation. At the conclusion of the final session, we will provide a QR code issued by the IDCEC—this code is necessary to claim your six CEU credits. Note that CEUs are awarded only after completing the full course, not for individual sessions.No! We’ve created a full business education with multiple tracks—but you get to decide where to start. Register for any course or intensive in any track.
“Both Kathleen and the other participants in the course provided so many good learning opportunities...this allowed for excellent questions that I would not have otherwise thought of on my own. ”