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What Level is Your Design Business?

Online Bookkeeping 201

Use Quickbooks to Master Your Finances
peter-lang

It has never been more important to have a solid understanding of your finances.

If you’re looking to improve the profitability of your business (and who isn’t?), you’ll need the knowledge to make short- and long-term cash flow decisions. You’ll need a rock-solid grasp of Quickbooks and the ability to understand where you stand…and where you should go from here.

If you’ve been in business for at least one year, have a consistent pipeline, and are looking to understand your finances at a deeper level—this is a perfect next step. The goal? To make financial decisions that will increase the profitability of your business.

6 Clear Steps to Master Your Finances

Week 1
Financial Statement Refresh

 

Peter’s guide to the balance sheet and profit and loss Statement. How can you take advantage of comparison reports?  Plus: How to quickly check if your bookkeeper is staying on top of reconciling your QBO account.

Thursday, March 18th at 11:30am ET

 

Week 2
The Monthly Financial Checklist: Part One

 

Your monthly checklist to ensure financial accuracy. Reviewing the accounts receivable aging report. Comparing open client deposits with accounts receivable. Plus: How to stop QBO from assuming things that will sabotage this process!

Thursday, March 25th at 11:30am ET

 

Week 3
The Monthly Financial Checklist: Part Two

 

What do you need to know about accounts payable aging and why it is important? What should be in QuickBooks Online to maximize details? Plus: Review the process of vendor payables and paying bills in QBO to ensure accuracy.

Thursday, April 1st at 11:30am ET

 

Week 4
How Much Money Is Really Mine?

 

The formula every interior designer can calculate on their own to get an accurate picture of how much money is really available. How can you calculate your own liquidity based in your own QBO account? Why isn’t your profit amount the same as the dollar amount in your checking account?

Thursday, April 8th at 11:30am ET

 

Week 5
Budgets and Cash Flows

 

Intro to the key reports to review your cash activity. What other items do you need to consider when reviewing cash flow? Plus: Steps to make budget decisions for your business that will increase your profit in the future.

Thursday, April 15th at 11:30am ET

Week 6
Overview and Wrap-Up

 

What are the industry standard percentages that you can use for your business? How detailed do you want your financials? What have you learned in the last six weeks and what activities do you need to start , stop, or continue in the future?

Thursday, April 22nd at 11:30am ET

LuAnn Nigara
Meet Peter Lang

 

Peter Lang is the founder of The Designer CPA and has been working in public accounting since 2002. In addition to teaching financial classes at several colleges, he has become a go-to in the interior design community for tax and accounting advice and services. Peter’s true passion has always been to help business owners feel more confident with their financial decisions.

Make financial decisions that will make you money.

Have you ever wondered how much cash is really yours in your business bank accounts? What if you could never have to wonder again? And what if you had the knowledge to pull levers in your business that would maximize the money you make without changing your services?

  • Develop the knowledge to review your finances and make short- and long-term cash flows decision to improve the profitability of your business
  • Gain the confidence to confirm that your bookkeeper is reconciling and updating your accounts on a regular basis
  • Avoid the Quickbooks mistakes that lead to nasty surprises or unintentional sabotage of your own process
  • And much more…

Ready to benefit from a higher-level understanding of your finances?

What's Included?

  • LIVE VIDEO COACHING CALLS WITH 6 SPECIFIC TOPICS: 6 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.

  • RECORDED CLASSES: Can't make one of the classes? Recordings of each class will be available the next day! Simply log in to your account at luannnigara.com to access them. We will send you instructions.

Online Bookkeeping 201

Make decisions that will make you money.

Spring Quarter Kicked Off on March 18th

Check back at luannuniversity.com for updates as we launch the curriculum for our next quarter!

FAQs

  • Where do we meet? How long are the meetings?

    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.

  • I can't make one of those dates! What should I do?

    No problem! Recordings of each class will be available the next day.

    And don’t forget the Conversation Boards! Your instructor will be there each week for additional Q&A and more opportunity to understand the concepts. Even if you are in a different time zone, you can sign up and get full value from this course.

  • This sounds amazing, but what if I'm not satisfied?

    No worries. If you're not delighted, then LuAnn and your instructor would definitely like to hear from you! Reach out within ten days of the last meeting.

  • Tell me more about the Conversation Boards...

    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.

  • What are the dates and times of the course meetings?

    We meet on Thursdays for six weeks at 11:30am ET.

  • I want to register! How do I sign up?

    Registration is currently closed. Check back at luannuniversity.com for updates as we launch the curriculum for our next quarter!

What Level is Your Design Business?