At Margo’s Bookkeeping Services we understand that for some businesses, a dedicated virtual CFO might be overkill. Operations that are relatively small, for example, may have other priorities to focus on, or more pressing demands on their resources.

In these cases, it’s often the business owner who takes responsibility for their company’s bookkeeping and accounting needs. But it can be a real struggle, not to mention incredibly stressful, for people with no formal training to navigate the complex maze that is modern accounting.

First there’s the jargon and the arcane rules, and then comes the anxiety associated with never being quite sure everything’s been done just right.

Here’s where we can help.

Broken into three phases, our 6-week course will teach you everything you need to know in order to automate simple processes, plan for the future, and ultimately – take control of your finances.

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Phase 1 – Vision

  • Corporate structure analysis
  • Planning & goal setting
  • Filing methods
Plant

Phase 2 – Growth

  • Systems and processes (automation)
  • Ideal client profile
  • Quickbooks masterclass
  • Month end solutions
  • Tax strategies
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Phase 3 – Optimization

  • Business owner salary
  • Leveraging revenue
  • Identifying new income streams

Note: In addition to the above course, we also offer 1-on-1 coaching for those who are looking to get maximum value from their time investment. Please drop us an email here if you’d like to know more.