Accounting Tour

Lean into your business’s finances and unlock your inner accountant.

your books don’t have to be intimidating

Learn to read your financial reports like an accountant, understand your cash needs, and know where your dollars are going.

your books don’t have to be intimidating

Learn to read your financial reports like an accountant, understand your cash needs, and know where your dollars are going.

Do you actually understand your accounting records? Is like reading a foreign language when you review your reports every month? Do you look at your business’s financial reports every month?

All of that anxiety isn’t necessary. Even without years of study and practice, you, too, and learn to prepare and review your accounting and read your financial reports with ease. 

In the Business Owner’s Accounting Tour, you will learn the backbone of accounting, understand how your financial reports are generated, and read their results, all without breaking a sweat.

You can read the reports your accounting system generates, how those reports are generated, identify when and if your accounting is going sideways, and confidently understand where your cash is going when it heads out the door before it leaves in as little as a week. 

get started

Sign up today to be the first to gain access to the Accounting Tour.

We’re putting all of our knowledge, tips, and tricks together and making sure this tour is stellar before releasing it.

Do you actually understand your accounting records? Is like reading a foreign language when you review your reports every month? Do you look at your business’s financial reports every month?

All of that anxiety isn’t necessary. Even without years of study and practice, you, too, and learn to prepare and review your accounting and read your financial reports with ease. 

In the Business Owner’s Accounting Tour, you will learn the backbone of accounting, understand how your financial reports are generated, and read their results, all without breaking a sweat.

You can read the reports your accounting system generates, how those reports are generated, identify when and if your accounting is going sideways, and confidently understand where your cash is going when it heads out the door before it leaves in as little as a week. 

get started

Sign up today to be the first to gain access to the Accounting Tour.

We’re putting all of our knowledge, tips, and tricks together and making sure this tour is stellar before releasing it.

Imagine if…

Your accounting was the top asset in your business

You know you need to do your accounting. But maybe the why or the how isn’t quite as clear. With the Business Owner’s Accounting Tour at your side, you’ll know where your cash went and be forecasting your future in no time at all.

flashlight

Right now, your accounting frustrates or scares you.

You regularly check your bank account balance and know your daily sales by heart. You may even know your gross profit margin. Beyond that, it’s all frustration. 

a frame tent

Your Accountant Gives you Journal Entries

But you don’t understand why or what they’re doing to your books. And, after you diligently record them, your cash or Accounts Receivable don’t look right.

campfire

You Know Cash Came in the Door

But it walked out faster than you could figure out where it was going.

Megan Justice, EA LTC #1922313-C

Your Crayon Advisor

Hai! I’m Megan, and, yes, that is an origami crane made from ledger paper on my head. I live and breathe accounting. I’ve spent 20 years honing my skills working with small and medium business owners to help them understand their accounting. Now, I’ve packed my top tips and tricks to quickly update and understand business finances into this Accounting Tour.

12 + 12 =

Survey your chart of accounts

You’ll start with the basics and a survey of the back bone of your accounting: your chart of accounts. Learn to identify a category the way your accountant does. Learn the differences between category types and why these differences matter. Trim down or beef up your chart of accounts so its serving you.

Record and Adjust Transactions

Put what you just learned to practice. Record both simple and complicated transactions to your accounting software. Learn how to make adjustments to your transactions, when to make these adjustments, and how to identify when adjustments are necessary.

Reconcile & Tie Down Your Balances

Learn all about reconciling accounts: how and when to do it. What reconciliation is and what it does for you. Begin troubleshooting your accounting based on what your reconciliation reports are telling you. Learn why accountants tie out every number on a balance sheet.

Review & Report

Use your balance sheet to drive your monthly review of your accounting. Use this process to identify adjustments that need to be made so your books are accurate before you start to evaluate.

Read & Evaluate

In this final step, you’ll be able to re-tell your business’s activity for the specified time period based first on the financial story your reports say. Know where your cash went and understand why your bank account balance is what it is. Be confident in the numbers that represent your business. 

get started

Sign up today to be the first to gain access to the Accounting Tour.

We’re putting all of our knowledge, tips, and tricks together and making sure this tour is stellar before releasing it.