Finance & Money · Self-paced course
Small Business Bookkeeping
Set up and run a clean bookkeeping system: record and categorize transactions, reconcile accounts, and close each month with confidence.Educational content only — not financial, tax, or investment advice.
$350
One-time payment · Self-paced course · 6 modules · 18 lessons
Enroll now — $350Read a free preview lesson
What this is
Your books are the record of every financial decision your business makes, yet many owners treat them as a chore to catch up on at tax time. This course walks you through bookkeeping as a steady, manageable routine. You will learn how to record transactions accurately, design a chart of accounts that fits your business, categorize spending consistently, reconcile bank and card accounts, and run a repeatable month-end close. You will also learn how to work productively with a bookkeeper or accountant, so the records you hand over are organized and useful. How much you gain depends on your situation and the effort you put into practicing each step.
You work through it at your own pace, lesson by lesson, applying each exercise to your own situation. It is educational content only, not financial, tax, legal or investment advice, and it does not promise any financial result. For decisions about your own situation, speak to a qualified professional.
What you will be able to do
- Explain double-entry basics and record common transactions with the correct debits and credits.
- Build a chart of accounts tailored to how your business actually sells and spends.
- Categorize transactions consistently using written rules, so reports stay comparable month to month.
- Reconcile bank, credit card, loan, and payment processor accounts and track down discrepancies.
- Run a repeatable month-end close checklist that produces reliable financial statements.
The curriculum
Bookkeeping Foundations
- Why Bookkeeping Matters and How It Works
- Double-Entry Without the Jargon
- Cash Basis vs Accrual Basis
Your Chart of Accounts
- The Five Account Types
- Designing Your Chart of Accounts
- Maintaining and Cleaning Up Your Chart
Recording Transactions
- Recording Sales and Customer Payments
- Recording Expenses and Bills
- Source Documents and Record Keeping
Categorizing Consistently
- Writing Categorization Rules
- Transfers, Owner Draws, and Loan Payments
- Recording Payroll and Sales Tax
Reconciling Your Accounts
- How Bank Reconciliation Works
- Finding and Fixing Discrepancies
- Reconciling Cards, Loans, and Payment Processors
Month-End Close and Collaboration
- Building Your Month-End Close Checklist
- Reading Your Statements for Errors
- Working With a Bookkeeper or Accountant
This is for you if…
- You run a small business or freelance and keep your own books
- You want a simple, consistent record-keeping routine
- You want monthly reconciliations that actually balance
- You want to hand clean records to an accountant
What you get
- 6 modules and 18 lessons, self-paced
- A short practical exercise at the end of every lesson
- A free preview lesson so you can check the format before you buy
- Access in your CourseVu account after a one-time payment
- A clear, ordered path from the fundamentals to applying the skill in your own work
Questions
Do I need any experience to start?
This course is for owners of small businesses, freelancers, and side-business operators who handle their own books or want to understand what their bookkeeper does. It also suits office managers or administrative staff taking over bookkeeping tasks. No accounting background is needed, just a willingness to work with your own numbers.
How long does it take?
It is self-paced. There are 6 modules and 18 lessons, and you can move through them as quickly or slowly as suits you.
Can I see a lesson before I buy?
Yes. Use the "Read a free preview lesson" button to open a full lesson from the course before you enroll.
Does this promise income or business results?
No. It is educational content only, not financial, tax, legal or investment advice, and it does not promise any financial result. For decisions about your own situation, speak to a qualified professional.
Does this include a certification or credential?
No. This is a practical skills course for your own learning. It does not award a certification, licence or professional credential.
Educational content only. No income, revenue or earnings results are promised or implied. What you get out of this depends entirely on your own effort, circumstances and market. Earnings disclaimer.