Get the CLARITY You CRAVE – in Your Books and Your Business

Master your finances and grow your business with confidence.

You don’t need to be a professional bookkeeper in order to be a successful business owner.

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 make bold decisions for scaling your biz.

This is what Chillbooks™ is all about. I created this self-study course to empower you to embrace your financial potential. You’ll not only learn how to master QuickBooks™ – you’ll discover the confidence and clarity you need to grow your biz with a whole lot more chill.

The best part of knowing your numbers is the moment you realize: you’re doing a lot better than you thought.

The truth is, you weren’t handed an accounting certificate when you started out as an entrepreneur. (Despite the fact that you wear the hats of both CEO and CFO.)

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.

But 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 business, you’re able to keep more money in your pocket and ditch any financial anxiety or stress.

say no more. let's chill

You won’t find stuffy accounting advice here. Chillbooks™ is designed to help you cut down on your to-do list and your cortisol levels.

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 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).

You’ll learn how to forecast your tax bill so you know exactly how much of that hard-earned money is actually yours to keep.

And even if your goal is to eventually hand off your bookkeeping to a professional this course is a necessary first step in setting you up with the foundational financial skills that will support you for life.

If you want to feel in control of your finances, you need to take control just like you’ve done in every other area of your business up to this point.

Show Me the Money

LESS MULTI-TASKING in your business. MORE MULTI-FIGURES on your paycheck.

I get it. You didn’t start this business because you enjoy doing your books.

You’d rather hand it off to a pro, so you can focus on your zone of genius, am I right?

Spoiler alert: you can’t outsource your role as CEO (unless you’re Steve Jobs, that is.)

As the top dog in your business, it’s your responsibility to make the strategic, financial and operational leadership decisions that will help you grow.

This means taking ownership of the knowledge gaps that are holding you back from expansion.

And if you’re looking to drive more profit in your business, it starts with navigating your books.

Believe it or not, bookkeeping can be fun (not to mention empowering). The key is learning to leverage the right technology – the kind that lets you do less work and make more money. Enter Chillbooks™.

In this course, you’ll learn how to:



structure your bank accounts,

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digitize and audit-proof your receipts,

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minimize and forecast your tax bill, and

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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.

Sounds Good To Me

What’s Included:

Your Chillbooks™ course includes:

Short, actionable and binge-able video lessons that will get you working magic in QuickBooks™ in no time.
Workbooks and cheat sheets that will have you excited to dive into your books.
Quarterly Q&A calls with yours truly so you can ask all of your burning questions about finances and bookkeeping.
A recommended schedule for completing the lessons over 12 weeks at a slow, manageable pace (because I know you’re busy running a business).
Access to continuously updated content for 1 year, so you’re on top of all the latest QuickBooks™ updates.

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Introducing The CPA Who Doesn’t Do Your Taxes…
Yup, that’s me. I’m Jami.

And I’m here to help you crush your books so you can make more money and feel more confident come tax season (sounds like a fair trade, right?).

Like you, I wanted more from my career. I loathed the idea of ending up in a stuffy accountant’s office, surrounded by grey walls, completely burnt out after another tax season. I wanted to carve my own path—one where I could ditch the status quo of the industry, work with clients I vibed with, and make a real impact.

But as I started dabbling in tax returns to build my practice, I discovered a gap in the system. My fellow entrepreneurs were coming to me for the wrong reasons…

They thought they needed help filing their taxes to ditch their financial anxiety. But what they really needed was help organizing their numbers and understanding their financial responsibilities.

So, I made it my mission to provide the foundational bookkeeping training every entrepreneur 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?

let's do this

Put your money where the profit is.

Your time is money. But you already know that.

So why waste years trying to figure out your bookkeeping all by yourself (or bugging your accountant) when you can get the answers you need much more efficiently?

The sooner you optimize your books, the sooner you’ll see how your business is truly performing. The sooner you’ll be able to take action on the needle-moving tasks that make a real impact. (And the sooner you’ll stop stressing over tax season.)

Are you ready to find more chill in your finances?

Chillbooks™ Silver

3 Phases of pre-recorded content with workbooks and cheat sheets
Quarterly group Q&A calls for 1 year

Investment: $1,197
(payment plans available)

GET CHILLBOOKS SILVER >

Chillbooks™ Gold

3 Phases of pre-recorded content with workbooks and cheat sheets
Weekly group calls and daily Slack support for 12 weeks

Investment: $3,497
(payment plans available)

GET CHILLBOOKS GOLD >

Looking for One-on-One Support?

Sounds like you need a CEO Day.

Let’s spend a full day together so you can get absolute clarity on your burning business questions. Whether you need support with QuickBooks™ setup and training, understanding your taxes, or budgeting and cashflow planning, I’m here to support you in whatever capacity you need!

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Frequently Asked Questions

The answers you’ve been looking for.

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I’M NOT SURE IF I SHOULD DO THIS MYSELF OR OUTSOURCE IT

Spoiler alert: you can’t outsource your role as the CEO (unless you’re Steve Jobs, that is.)

Whether you end up outsourcing or doing your books yourself, the skills that are taught in this program are invaluable for the long term financial health of your business.

Often once clients have their monthly process in order, they don’t see the value in outsourcing. Or if they have a high volume of transactions they might delegate one or two of their monthly tasks to an assistant rather than hiring a bookkeeper.

Alternatively, we’ve had clients have their assistant complete the course *with their oversight, of course*. This is also an excellent option that ensures (1) you understand your numbers (2) your system is set up according to what you want to see and (3) your system aligns with your internal workflows.

If you’d like Jami to advise on your specific situation send her a DM on Instagram, or an email to jami@montecpa.com and she can give you more specific advice around outsourcing vs. not.

I AM JUST STARTING MY BUSINESS, IS IT TOO SOON TO JOIN?

The earlier you set up your books, the better. Especially if you plan on growing your business, having a structure set up from the very start is important. Your future self will thank you.

I ALREADY HAVE QUICKBOOKS, AM I STILL GOING TO FIND VALUE IN THIS COURSE?

Absolutely. You will be able to understand and tweak what you’ve already set up to optimize your monthly process.

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 CEO day with Jami.

I HAVE A CORPORATION / SOLE PROPRIETORSHIP / PARTNERSHIP - DOES THIS COURSE STILL APPLY TO ME?

Yes. And I will teach you how taxes work for each one 🙂

IS THIS COURSE A WRITE OFF?

Yes – and we’ll be finding other write offs for you throughout the course!