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Workshop Product Image.png

Focused Financials Workshop - December 2024

$147.00

December 13, 2024
2-4 pm PST
Zoom meeting

This workshop is for you if you -

  • Are a solopreneur, freelancer, or single member LLC

  • Use a spreadsheet to track your business income and expense

  • Make less than $250K gross revenue

Quantity:
Register Now

December 13, 2024
2-4 pm PST
Zoom meeting

This workshop is for you if you -

  • Are a solopreneur, freelancer, or single member LLC

  • Use a spreadsheet to track your business income and expense

  • Make less than $250K gross revenue

December 13, 2024
2-4 pm PST
Zoom meeting

This workshop is for you if you -

  • Are a solopreneur, freelancer, or single member LLC

  • Use a spreadsheet to track your business income and expense

  • Make less than $250K gross revenue

You know what happens when you finally organize your finances? 

  • You wake up every morning EXCITED to tackle invoicing, paying bills, and reviewing your finances because you have the systems and knowledge you need to handle it like a PRO. Seriously, how empowering is that?

  • Other areas of your business expand because you’re confident talking about the money in your business. Sounds weird, I know. When you’re more confident talking about your business, cash flow, and profitability then it flows into other areas of your life.

  • You have more time to work on the other areas of your business now that you’re not stressing about getting your accounting done. With all that free time you can hang out with your family, take up a new hobby, or come up with the next great product for your business. The possibilities are endless.

Imagine being able to achieve all of that with a proven system that you can use again and again with a one-time payment. 

How it works - 

This workshop is part lecture, part implementation so you’ll need to come prepared to create or update your current spreadsheet. We’ll discuss cash reconciliations, account categories, how to categorize transactions, and then you’ll have time to revise your spreadsheet to work better for you. 

I’ll be available for questions, troubleshooting, and offering insight. I’ll also have a sample ledger and summary report that you can use if you don’t have a system you love.

Here’s what happens after you click that magical REGISTER NOW button - 

  • You’ll be taken to a page to pay your registration fee of $147.  

  • Right after you pay, you’ll get a confirmation email. Another email will follow within 48 hours of purchase with all of the workshop details, including the Zoom link. 

  • You’ll receive email reminders about the workshop, as well as form to fill out so I can get to know your situation better. This will help me tailor the workshop to all the participants and help you get even more out of our time together. 

  • I personally can not wait to guide you through all of this accounting goodness. It really lights me up and my wish for you is that my enthusiasm for accounting (and tax) rubs off on you. 

Before taking Erin Rue’s workshop, I didn’t really understand how to make my numbers work for me. I kept track of my expenses and income monthly on an Excel sheet, but I didn’t analyze my data in order to make strategic decisions about money to move my business forward. After just a few short hours with Erin I moved from feeling shame and embarrassment to being excited and feeling smart about my finances! I now can see after recording income and expenses how to make my numbers work for me. Now, I can make decisions about how to move my business forward based on those numbers. Erin’s customized excel sheet and her wizardry on it makes it EASY.

— Samantha Irwin, Founder, Power of People Academy

Still not sure if this is right for you? 

Here are questions others have asked about the workshop:

  • The total number of participants in each workshop is limited to 10. Talking about finances is very personal and a small group is less intimidating.

  • Yes! This is a hands-on workshop so you’ll have time to update/fix/change your spreadsheet to make it work better for you. I will also have a template that you can use as well, in case you decide your current spreadsheet just isn’t working for you anymore.

  • Absolutely! You don’t need to be a numbers person for this workshop. I’m going to take accounting concepts and break them down into easy-to-understand steps so that you can feel comfortable with those pesky numbers and financial reports. To be honest, I wasn’t much of a numbers person either before I started my accounting journey so I get where you’re coming from.

  • You won’t, but if you have strong feelings about it then send me an email and we’ll work through it together. One of my key business values is ‘people over profit’ and that extends to my customers as well. I want us both to be happy and I’ll work with you to find an agreeable solution for both of us. That said, I have a strict ‘no refunds’ policy for workshops.

  • I have a strict ‘no refunds’ policy for workshop sign-ups. If you need to transfer your registration to another date, then we can make arrangements if you notify me within 7 days before the workshop date. You’ll be allowed to transfer your registration once.

  • You can find everything I teach on the internet for free, but have fun sorting through thousands of websites and evaluating if that info is legit or not. When you’re done wasting time and are still struggling, I’ll be here waiting. The content in this workshop is the result of years of questions from clients and answering the same concerns from small business owners. I have seen a lot of great accounting and some really questionable tactics too. Learn from my experience!

  • Super, email me at erin@erinruecpa.com and I'll be happy to help.