Coming soon
Courses for business owners
Short, self-paced lessons that teach you to set up and maintain your own books with confidence. We're building them now.
Starter course · coming soon
Set Up Your Books
A quick, practical course on getting your books set up right from day one, whatever your industry.
- Separating business and personal money
- Choosing and setting up your software
- Building a simple chart of accounts
- Connecting bank and card accounts
Main course · coming soon
Keep Your Books Clean
Our main course on maintaining your books every month so they stay accurate and tax-ready.
- Categorizing income, expenses, owner's draws and transfers
- Reconciling bank and card accounts
- Receipts and record keeping
- Reading your P&L and balance sheet
- A month-end routine and tax-time prep for your CPA
Haven't set up your books yet? Start with the setup course, then move on to Keep Your Books Clean.
Add-on
Want a little more help?
Pair any course with 1:1 coaching. Work through your own books with a Moore & Ballard bookkeeper and get your questions answered.
$150 per hour
Not sure which path is right for you?
Take our free two-minute quiz and get a personalized plan.
For general bookkeeping education only. This is not financial, tax or legal advice. Do your own research and talk to your CPA about your specific situation.