You don’t need to be a professional bookkeeper in order to be a successful business owner.
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 small business bookkeeping 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.
You won’t find stuffy accounting advice here. Chillbooks™ is a small business bookkeeping course designed to help you cut down on your to-do list and your cortisol levels.
In this Canadian small business bookkeeping course, 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 Canadian 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.
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,
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:
- Short, actionable and binge-able video lessons (with QuickBooks specific bookkeeping training) 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.
- An Onboarding call to clear up your burning questions about finance and bookkeeping and an option for weekly Q&A calls for members inside Chillbooks Gold
- 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.
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?).
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 as a self employed accountant 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?
Put your money where the profit is.
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
- Group Onboarding call with Jami
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 >
Not sure which option is the best for you? Click here.
Looking for One-on-One Support?
Sounds like you need a VIP Day.
Frequently Asked Questions
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HOW DO I KNOW WHICH PACKAGE IS BEST FOR ME, SILVER OR GOLD?
CHILLBOOKS SILVER IS the best option FOR YOU IF:
- You will be using QuickBooks to bill your clients and are not using external software
(Ex. you are not using something like Square, Stripe or Shopify) - You are starting fresh and have no backlog of bookkeeping to catch up on.
Here’s what starting fresh means:- For sole proprietors, starting fresh means that it’s within the first 3 months of the year (Jan, Feb, March) and you are starting a new QuickBooks file this year OR you have opened your business within the past 3 months.
- For incorporated businesses, starting fresh means it is within the first 3 months since you incorporated (Ex. If you incorporated January 1st, you’d be starting fresh between January – March). If it’s been more than 3 months since you incorporated we recommend you purchase the Gold package to ensure accuracy with numbers carrying forward from past periods.
SIGN ME UP FOR SILVER >
CHILLBOOKS GOLD IS the best option FOR YOU IF:
- You want personalized guidance from a Chillbooks Certified Accountant as you work through the course for both advice and accountability
- You have an external payment platform where you bill some or all your clients (Ex. something like Square, Stripe or Shopify) and you’d like the platform to be integrated with QuickBooks so that your sales information is flowing into your bookkeeping automatically
- You have a bookkeeping backlog of more than 3 months that you’d like to import into your new QuickBooks file, having accountant support can help you get through the backlog faster and keep you on track
SIGN ME UP FOR GOLD >
What’s included in each package:
| Chilbooks Silver | Chilbooks Gold | |
| Easy to follow videos packed with only the important stuff, ’cause your time is valuable | X | X |
| Workbooks, Checklists and step by step guides to help you document and stick to your new monthly process | X | X |
| Recommended 12 Week Schedule of how to complete the course in approximately 1 hour per week | X | X |
| Onboarding group Q&A Call to ensure you’re set up for success from the start of the course | X | X (included as the first of the 12 weekly group calls) |
| Twelve Weeks of 1:1 Support with a Chillbooks Certified Accountant through a private Slack Channel where you can get answers to all of your questions and stay accountable | X | |
| Weekly Group Coaching Calls to keep you on track and remove any roadblocks along the way | X | |
| Integration Setup where a Chillbooks Certified accountant will help you integrate your current payment platform with QuickBooks (one integration is included in the Classic option) | X |
Still not sure which option is best for you? Schedule a call with one of our Chillbooks Certified Accountants or send an email to jami@montecpa.com with your questions!
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?
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.
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! Schedule in a call here to learn more about the Chillbooks offering for American businesses.
