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What Level is Your Design Business?

The Profit is in the Numbers 101

Use Quickbooks to Get the Right Financial Framework in Place
Kathleen-Anderson

Create a strong foundation and manage your bookkeeping with confidence.

As a fellow designer, I can tell you how important it is to know your numbers from the start. This is not a ‘nice to have’. It’s a must.

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. I’ll take you through a 6-step process that is perfect for new business owners or anyone feeling overwhelmed by the numbers.

Join me as I help you gain knowledge and confidence in your bookkeeping. Stop fearing your finances and put systems in place to guide your business towards greater profit.

Want to know the details? Ready to stop being overwhelmed by QuickBooks? Register today!

REGISTER NOW

A 6-Step Introduction to QuickBooks

Week 1
Setting Up Your Account

 

What’s the best way to enter relevant information? (And what IS relevant?) What are the typical business reports and which do you need? Plus: We’ll brainstorm desired reporting outcomes.

Thursday, October 1st

 

Week 2
Setting the Structure

 

What are the best ways to organize your client list? How should you set up your chart of accounts? What about best practices for your product list?

Thursday, October 8th

 

Week 3
Work Flow

 

Kathleen guide to purchase orders, bills, expenses, estimates, and invoices—all specific to the complex world of interior design

Thursday, October 15th

 

Week 4
Reconciling Your Accounts

 

Reconciling is key: Kathleen’s guide to double-checking all of your bank and credit card transactions to avoid overpayments and catch potential problems

Thursday, October 22nd

 

Week 5
Your Numbers at a Glance

 

A designer’s walkthrough of profit and loss, accounts payable, accounts receivable, and how to dive deeper. Plus: How to filter for gold nuggets!

Thursday, October 29th

Week 6
Q&A and Wrap-Up

 

How to move forward and maintain the habits that will guide your financials for years to come. Kathleen will answer all of your outstanding questions!

Thursday, November 5th

LuAnn Nigara
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.

Step up and own your finances.

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.

  • Stop feeling like bookkeeping is something mysterious that you will never understand—we’ll skip the jargon and put it all in straightforward, design-specific terms
  • Feel comfortable and confident that things aren’t happening in the financial side of your business without your knowledge (because we’ve all heard at least one horror story)
  • Know how to gut-check your financials and where to quickly check when things seem off
  • And much more…

Ready to create a strong foundation for your finances? To get the best possible systems in place—right from the beginning? Sign up today!

What's Included?

  • LIVE VIDEO COACHING CALLS WITH 6 SPECIFIC TOPICS: 6 weeks of 1 hour and 15 minute live zoom video coaching with 30 - 40 minutes of Kathleen teaching and 30 - 40 minutes of live Q&A.

  • PRIVATE FACEBOOK GROUP 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. Peter, LuAnn and your peers will deepen your understanding of your process.

  • OFFICE HOURS IN THE FACEBOOK GROUP: Kathleen will have live office hours in the FB group for 30 minutes each week while the course is ongoing. Not available during the office hours? Post your questions in the group and she will answer them live. Or, join her in real time during office hours: Type your questions in the comments and she will answer you.

  • RECORDED CLASSES: Can't make one of the classes? Recordings of each class will be available the next day!

The Profit is in the Numbers 101

An introduction to QuickBooks

KICKING OFF October 1st, 2020

Register Now: $2195
Registration closes on September 28th!

FAQs

  • How much does the course cost?

    Register now for $2195 or two payments of $1195.

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

    We meet on Thursdays at 2:00pm ET. Meeting dates are October 1, 8, 15, 22, and 29 and November 5.

  • 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 Facebook group office hours! Kathleen 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.

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

    We meet via Zoom at 2:00pm ET on each of our meeting dates. Zoom is a live audio-video stream, which allows us to interact.

    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.

  • Tell me more about the Facebook group and the office hours...

    Office hours will occur every week through the duration of the class. After that, the group will remain open. LuAnn and Kathleen will moderate questions as you put your new-found skills into practice.

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

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

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

    Click here for registration. See you there!

What Level is Your Design Business?