1Module 1
Decode Your Money
Learn to read your P&L, balance sheet, and cash flow in plain English, and separate your personal and business finances for good.
Small Business Bookkeeping Course Curriculum
Before Module 1
Self-Assessment
A self-assessment to establish where you stand right now — your margin awareness, cash reserve, and cash runway — before diving into the course.
2Module 2
The Profit Leak Detector
Audit hidden costs draining your business — payment fees, subscription bloat, labor creep, inventory waste, vendor terms, financing costs, and tax leaks.
3Module 3
Pricing for Profit
Price with confidence and understand your margin by product or service line, so every sale actually builds your bottom line.
4Module 4
The Owner's Paycheck
Decide between W-2 and owner draws, and learn to pay yourself a fair market-rate salary instead of treating the business account like a personal piggy bank.
5Module 5
The Sleep-Easy Cash Strategy
Understand the difference between profit and cash, forecast ahead so you're never caught "profitable but broke," and build a real cash reserve.
6Module 6
Command the Conversation
Learn how to partner with a CPA, the difference between tax planning and tax prep, and how to set up tax buckets so filing season holds no surprises.
7Module 7
The CEO Money Hour
Build a recurring monthly financial check-up ritual that keeps you in command of your numbers all year long, not just at tax time.
8Module 8
The Growth Compass
Learn a clear decision framework for major calls — hiring, financing, equipment purchases — plus how to spot the early signals that you're ready to grow.
After Module 8
Your 90-Day Plan
Leave with a written 90-day plan for the habits, pricing, and cash management changes you'll actually put into practice.
Your Toolkit
Calculators that turn lessons into real action, with your progress automatically tracked as you move through the course.
A Community That Gets It
Business owners facing the same walls, right there with you.
Live Access to Real Experts
Weekly sessions with guest pros, plus open Q&A with Ben.
Ready to Take Control of Your Numbers?
You've seen everything the course includes — the curriculum, the tools, the community, and live expert access. When you're ready, get started today.
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