You don’t need to be a professional bookkeeper in order to be a successful solopreneur.
But you do need to know the basics to get clear on your specific financial needs.
You need to know where your money is coming from, and where it’s going, so you can keep your energy focused on the work you actually love.
This is what Chillbooks™ is all about. I created this small-business bookkeeping course to teach you the financial essentials every self-employed person needs. You’ll not only learn how to master QuickBooks™ – you’ll discover the confidence and clarity you need to run your biz with a whole lot more chill.
The truth is, most people don’t start a business already knowing how to manage their books.
You learn, you guess, you Google… and you hope for the best.
But what if I told you the real reason you find yourself avoiding your bookkeeping all year isn’t because it’s overcomplicated or overwhelming? It’s because no one ever taught you how to do it properly.
Thankfully, you don’t need to be an accounting pro to understand the basics of your numbers—and you don’t need to spend hours agonizing over it every month to get it right, either.
When you know how to leverage QuickBooks™ in your small business, you’re able to keep more money in your pocket and finally let go of financial stress.
You don’t need to be a professional bookkeeper in order to be a successful solopreneur.
But you do need to know the basics to get clear on your specific financial needs.
You need to know where your money is coming from, and where it’s going, so you can keep your energy focused on the work you actually love.
This is what Chillbooks™ is all about. I created this small-business bookkeeping course to teach you the financial essentials every self-employed person needs. You’ll not only learn how to master QuickBooks™ – you’ll discover the confidence and clarity you need to run your biz with a whole lot more chill.
The truth is, most people don’t start a business already knowing how to manage their books.
You learn, you guess, you Google… and you hope for the best.
But what if I told you the real reason you find yourself avoiding your bookkeeping all year isn’t because it’s overcomplicated or overwhelming? It’s because no one ever taught you how to do it properly.
Thankfully, you don’t need to be an accounting pro to understand the basics of your numbers—and you don’t need to spend hours agonizing over it every month to get it right, either.
When you know how to leverage QuickBooks™ in your small business, you’re able to keep more money in your pocket and finally let go of financial stress.
You don’t need to be a professional bookkeeper in order to be a successful solopreneur.
But you do need to know the basics to get clear on your specific financial needs.
You need to know where your money is coming from, and where it’s going, so you can keep your energy focused on the work you actually love.
This is what Chillbooks™ is all about. I created this small-business bookkeeping course to teach you the financial essentials every self-employed person needs. You’ll not only learn how to master QuickBooks™ – you’ll discover the confidence and clarity you need to run your biz with a whole lot more chill.
The truth is, most people don’t start a business already knowing how to manage their books.
You learn, you guess, you Google… and you hope for the best.
But what if I told you the real reason you find yourself avoiding your bookkeeping all year isn’t because it’s overcomplicated or overwhelming? It’s because no one ever taught you how to do it properly.
Thankfully, you don’t need to be an accounting pro to understand the basics of your numbers—and you don’t need to spend hours agonizing over it every month to get it right, either.
When you know how to leverage QuickBooks™ in your small business, you’re able to keep more money in your pocket and finally let go of financial stress.
And if you’re anything like the solopreneurs I work with,
this probably sounds familiar:
You’re doing your books manually and can feel how much simpler things could be.
Your accountant leaves you with more questions than answers.
You’re not “bad with money,” you just want to finally understand what’s going on.
You wish you could get simple, straightforward guidance directly from a self-employed accountant.
If you want a clear, doable system that actually makes sense, you’re in the right place.
“What I love about these videos, Jami, is that you are always making me laugh and smile… I never thought I would be laughing and smiling when working on bookkeeping and accounting!”
– Allison S.
“This whole breakdown makes so much sense — you are honestly saving my life and making things feel clearer right now.”
– Chillbooks Student
“You are making this so easy for me. I love that I can work at my own pace and can go back and forth to make sure I am understanding and doing it right.”
– Tina C.
Meet the Small Business Bookkeeping Course That Cuts Cortisol Levels, Not Corners
Imagine how much more chill you’d feel if you knew your numbers were taken care of. If you knew exactly where your dollars were coming from and going each month. If you knew you could pay off that $20k tax bill with confidence.
You’ll walk away from this small business bookkeeping course with a firm understanding of QuickBooks™ and an optimized set-up that will help you automatically track your sales and expenses (goodbye, unnecessary spreadsheets).
Why QuickBooks™, you ask? Because it does what no free software can.
It’s accurate, audit-ready, and built to automate half your to-do list. And with AI rolling out, it’s about to get even easier.
If your books are set up properly, QuickBooks™ AI Agents will save you hours every month thanks to cleaner categorizations, fewer mistakes, and far less manual work.
But, if your books aren’t set up properly? Believe me when I say AI will only automate the mess.
Inside Chillbooks™, you’ll build the clean foundation AI needs to work properly and learn how to forecast your tax bill so you know exactly how much of that hard-earned money is yours to keep.
And even if you eventually hand things off to a pro, these basics are essential. They give you the financial clarity and confidence that support you for life.
If you’re ready to feel in control of your finances, it starts with understanding what’s actually going on behind the scenes.
Proof It Works (Because I Know You Need Receipts)
A peek at what happens when your books finally make sense.
“This has given me a brand new lease on my business.”
– Trista, Web Designer
“I’m not scared to look at my books anymore.”
– Tamara H., Author
“I was missing so many write-offs, and now everything makes sense.”
– Melinda, Esthetician
The Bookkeeping Clarity Every Solopreneur Needs
I get it. You didn’t start your business because you enjoy doing your books.
You started it for freedom. More time, more flexibility, more room to enjoy your life. But when your books feel confusing or chaotic, it steals that freedom faster than you can click “remind me tomorrow.”
Getting financial clarity today means fewer surprises, fewer mistakes, and a whole lot less stress come tax season.
And no, this isn’t about turning you into an accountant. It’s about making sure you’re not losing money, missing deadlines, or paying more than you need to.
Believe it or not, bookkeeping can feel good (empowering even). The key is learning to leverage the right tech – the kind that lets you do less work and keep more of what you earn.
Enter Chillbooks™.
In this course, you’ll learn how to:
structure your bank accounts,
digitize and audit-proof your receipts,
minimize and forecast your tax bill, and
get a clear understanding of your financial health…
…all with the help of QuickBooks™.
I’ll simplify common accounting and bookkeeping hacks in a way that is easy to understand.
And by the end, you’ll have a more profitable business and a more laid-back workload.
The Bookkeeping Clarity Every Solopreneur Needs
I get it. You didn’t start your business because you enjoy doing your books.
You started it for freedom. More time, more flexibility, more room to enjoy your life. But when your books feel confusing or chaotic, it steals that freedom faster than you can click “remind me tomorrow.”
Getting financial clarity today means fewer surprises, fewer mistakes, and a whole lot less stress come tax season.
And no, this isn’t about turning you into an accountant. It’s about making sure you’re not losing money, missing deadlines, or paying more than you need to.
Believe it or not, bookkeeping can feel good (empowering even). The key is learning to leverage the right tech – the kind that lets you do less work and keep more of what you earn.
Enter Chillbooks™.
In this course, you’ll learn how to:
structure your bank accounts,
digitize and audit-proof your receipts,
minimize and forecast your tax bill, and
get a clear understanding of your financial health…
…all with the help of QuickBooks™.
I’ll simplify common accounting and bookkeeping hacks in a way that is easy to understand.
And by the end, you’ll have a more profitable business and a more laid-back workload.
What’s Included
Your full year of access to Chillbooks™ includes:
Short, actionable and binge-able Quickbooks™ training videos you can move through at your own pace.
Workbooks and cheat sheets that will have you excited to dive into your books.
12 monthly co-working sessions to keep you consistent, accountable, and supported all year long.
A recommended learning path for completing the lessons over 12 weeks—with lots of breathing room so you never feel rushed (and can revisit lessons anytime).
Access to continuously updated content for the whole year, so you’re on top of all the latest QuickBooks™ updates.
Introducing The People’s CPA, At Your Service
Yup, that’s me. I’m Jami.
And I’m here to help you understand your numbers and organize your books so you feel calm and in control come tax season. You can almost feel your shoulders drop a bit, right?
Before becoming a self-employed accountant, I worked in finance inside the advertising and marketing world — which means I spent years supporting creative teams, managing budgets, and keeping internal financial systems running smoothly.
So when I eventually left corporate and went out on my own, I assumed solopreneurs had similar support. Some kind of system. A workflow. A process.
But when I started doing tax returns, I realized most small business owners didn’t have any of that. They didn’t have the setup. They didn’t have the guidance.
And they didn’t have anyone willing to teach them the basics.
So, I made it my mission to provide the foundational small business bookkeeping course every solopreneur needs to succeed—much of which is based on my own entrepreneurial experience.
This course covers all of the issues you’re likely to encounter when it comes to running a profitable business – but you get to learn the easy way. (In other words, I made the mistakes first, so you don’t have to.)
So, what do you say we do this together?
And I’m here to help you understand your numbers and organize your books so you feel calm and in control come tax season. You can almost feel your shoulders drop a bit, right?
Before becoming a self-employed accountant, I worked in finance inside the advertising and marketing world — which means I spent years supporting creative teams, managing budgets, and keeping internal financial systems running smoothly.
So when I eventually left corporate and went out on my own, I assumed solopreneurs had similar support. Some kind of system. A workflow. A process.
But when I started doing tax returns, I realized most small business owners didn’t have any of that. They didn’t have the setup. They didn’t have the guidance.
And they didn’t have anyone willing to teach them the basics.
So, I made it my mission to provide the foundational small business bookkeeping course every solopreneur needs to succeed—much of which is based on my own entrepreneurial experience.
This course covers all of the issues you’re likely to encounter when it comes to running a profitable business – but you get to learn the easy way. (In other words, I made the mistakes first, so you don’t have to.)
So, what do you say we do this together?
Your time is money. Obviously.
So why keep letting bookkeeping be the thing that weighs you down?
When your books are organized, the stress drops. The second-guessing quiets. And tax season stops lurking in the background.
The best part? You get your confidence back.
Inside Chillbooks™, I’ll teach you exactly what you need and none of what you don’t. Absolutely no judgement, industry jargon, or making you feel behind. (You can leave your accounting trauma at the door).
Instead, you’ll get guidance that feels realistic, supportive, and actually doable. The kind I wish every solopreneur had from day one.
If you’re ready to finally bring more chill into your finances, this is the place to start.
What are you waiting for?
It’s time to bookkeep and chill.
3 Phases of pre-recorded, step-by-step content
Helpful workbooks to support each lesson
Easy-to-use cheatsheets you’ll reference again and again
Monthly co-working calls with Jami and your fellow Chillbooks™ students
Investment: $1,197 (payment plans available)
Looking for One-on-One Support?
If you’ve ever wished you could sit down with a self-employed accountant and untangle things together, I offer a limited number of private 1:1 spots for deeper, personalized support.
Whether you need help with QuickBooks™ setup and training, understanding your taxes, or budgeting and cashflow planning, we’ll tackle it side by side.
My 1:1 offerings start at $2,997 for a full-day VIP intensive, with longer-term options available (including monthly consulting). If that feels aligned for you, fill out the intake form below and I’ll be in touch with next steps.
“It feels so satisfying to get it done and up to date and get a real picture of how my business is doing.”
– Sarah
“Having bought Quickbooks and Chillbooks MONTHS ago without using them, can you imagine if I would have done the course when I bought it? I could have had a peaceful tax season.”
– Nadia
Frequently Asked Questions
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I AM JUST STARTING MY BUSINESS, IS IT TOO SOON TO JOIN?
WHY DO YOU USE QUICKBOOKS VERSUS OTHER PLATFORMS LIKE WAVE OR EXCEL?
Why QuickBooks Online?
QuickBooks Online is the system I teach because it directly tackles the two things solopreneurs care about most: saving on tax and avoiding stress.
What this looks like in real life:
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GST/HST done right: QuickBooks tracks sales tax automatically and preps your return so you don’t miss credits.
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Bank feeds & rules: Transactions flow in automatically. Recurring expenses like Canva or Zoom get categorized without you doing a thing.
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Receipts attached forever: Snap a pic and it’s stored with the expense. CRA asks? You’re ready in seconds.
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Clear reports: At a glance, you can see: “Did I actually make money this month?” or “Am I on track over the past 12 months?” No building custom spreadsheets or trying to piece numbers together.
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Audit trail: If something changes, QuickBooks records who changed it and when.
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Accountant collaboration: Your accountant already knows QuickBooks, which means faster year-end, fewer mistakes, and lower fees.
QuickBooks is like insurance for your finances — it keeps you organized even if you don’t love bookkeeping.
Why not just use Wave — it’s free?
Wave looks free — but if you actually want the features that matter (bank feeds, receipt scanning), you’ll need to pay for their Pro Plan or add-ons. At that point, you’re paying monthly anyway.
The bigger issue: Wave starts to break down when it comes to Canadian sales tax and reporting. Even something simple like looking at your profit and loss month-by-month over the year is clunky or impossible. That makes it harder to answer basic questions like: “Was I actually profitable this quarter?” or “Am I earning more now than I was a year ago?”
Add to that: most accountants aren’t well-versed in Wave. They live in QuickBooks. Which means one of two things:
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They’ll export your data and rebuild it in QuickBooks anyway (extra work = higher fees).
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Or they’ll work inside Wave but miss things, which can create errors on your return.
Either way, Wave usually costs more in stress, cleanup, and accountant time than it saves.
Why not just use Excel?
Excel is fantastic for budgeting or one-off analysis, but for actual bookkeeping it creates more stress:
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No bank feeds, so you’re typing every transaction.
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Easy to break formulas without realizing it.
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Hard to handle GST/HST consistently.
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Building simple reports (like “Did I make money each month this year?”) takes manual work — and even then, you can’t be sure it’s right.
It feels “free,” but usually ends up costing you more in missed deductions and higher accountant bills.
What about the cost of QuickBooks?
Most Chillbooks students use the QuickBooks EasyStart Package. Here is the most up to date pricing.
The real cost isn’t the subscription fee. It’s:
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Time spent fixing errors.
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Higher accountant bills.
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Missed write-offs or sales tax mistakes.
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The stress of not knowing what you’ll owe.
QuickBooks pays for itself when it helps you:
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Claim deductions you’d otherwise miss.
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Stay on top of sales tax so you avoid penalties.
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Cut down accountant time at year-end.
What if I’m switching over from Wave?
Welcome to the club! Many Chillbooks students started in Wave and later moved into QuickBooks.
The sooner you switch, the sooner you’ll have everything in one clean system with history you can build on. You’ve got two options:
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Import your data from Wave so all your past transactions carry over.
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Start fresh from a specific date (like January 1 or June 30) and keep Wave as an archive.
Both approaches work. What matters most is that from the day you switch, you’re building your bookkeeping on a system designed to reduce stress, keep your taxes accurate, and grow with your business.
👉 TLDR: QuickBooks Online makes tax season easier, keeps your books clean, generates helpful reports and saves you money. Wave and Excel feel cheaper, but reporting is clunky, most accountants don’t use them, and they usually lead to more stress, more errors, and more fees in the long run.
I’M NOT SURE IF I SHOULD DO THIS MYSELF OR OUTSOURCE IT
Totally normal. Even if you plan to outsource eventually, you still need the essentials so you understand what’s happening in your business. Chillbooks™ provides you with the clarity and confidence every solopreneur needs, whether you keep doing your own books or hand them off to a professional later.
If you want guidance on what makes sense for your situation, reach out to Jami at jami@montecpa.com and she’ll help you decide.
I ALREADY HAVE QUICKBOOKS, AM I STILL GOING TO FIND VALUE IN THIS COURSE?
WHAT IS THE TIME COMMITMENT?
This course was created for busy entrepreneurs so the videos and course content are actionable, and straight to the point.
There is a suggested schedule that will take you approximately 1 hour per week over 12 weeks. However, you can stretch the timeline out however you see fit (even over a year if you’d like!). The beautiful thing about setting up your bookkeeping system properly, is that even if you do part of the set up and don’t work in the system for a little while, the structure is already there doing some of the work for you.
If you have a backlog to work through – budget some extra time to get caught up! And ofcourse – the sooner you sign up the less time you’ll spend on the backlog because you’ll start to have the system downloading transactions and working behind the scenes for you! We recommend if you have a large backlog to book a VIP day with Jami.
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I HAVE A CORPORATION / SOLE PROPRIETORSHIP / PARTNERSHIP - DOES THIS COURSE STILL APPLY TO ME?
IS THIS COURSE A WRITE OFF?
I AM BASED IN THE UNITED STATES, IS THIS COURSE APPLICABLE TO ME?
If you are based in the US, we can help you! Fill out the intake form here and we will reach out to you with more information.
CAN'T I JUST LEARN THIS ON YOUTUBE?
You can learn a lot on YouTube. But bookkeeping and QuickBooks™ tutorials online are often made for accountants or big companies, not solopreneurs. It’s easy to get lost or follow advice that doesn’t actually apply to your business or taxes.
Chillbooks™ gives you a clear, step-by-step path created specifically for service-based solopreneurs in Canada so you know exactly what to do and why. No jargon, no guessing, and no sifting through hours of videos to find what’s actually relevant to you.