BOOKKEEPING MONEY MASTERY

December Enrollment is Now Open - Closes 11/30/2024

How To Leverage the Power of BOOKKEEPING!

This masterclass covers the key elements of small business sustainability and financial success so we can build Entrepreneurial Financial Confidence from within. You will learn all of the foundational principles of bookkeeping so you can be confident taking on clients…

View Masterclass Training Schedule in FAQ's

Is This You?

  • You are a tax or accounting professional who adds tremendous value to the lives of others and you're ready to increase your income so you can increase your impact!
  • You love the work you do but have been trying to find a way to do it with less grind and more grace!
  • You know that what you do changes lives, but it hasn't been enough to change your financial status!
  • You've got dreams of a business that serves you at your next level yet you haven't actually created a concrete plan to aid your journey!
  • You're ready to shift to six-figure years and six-figure quarters and ultimately six-figure months!

LISTEN...

IT'S GOING TO TAKE A FRESH APPROACH TO BE RELEVANT IN TODAY'S MARKETPLACE.

What You Can Expect…

  • To get clear on how to manage small business finances, Year-Round, by answering the most common questions around managing your books.
  • To learn the basics to get started as a Financially Literate, Tech-Forward Entrepreneur, even if you have no prior financial literacy background.
  • To uncover how a Growth Financial Mindset directly impacts our financial confidence & paves a clear path for financial mindfulness.
  • To learn how to grow your business alongside a collaborative Financial Success Team so that you do not feel alone on this entrepreneurial journey.

What’s Included…

  • Full access to LIVE teaching, laser coaching, and Q & A with Dr. Cozette plus earn up to 11 IRS CE Hours
  • Full access to the Bookkeeping Money Mastery Event Framework, Templates, Cheat Sheets, etc.
  • Full access to the Full Course + Live Recordings** (upgrade options available)
  • Accounting Literacy Check-Up Quiz to test your knowledge with full answer key
  • Full access to ADDITIONAL MATERIALS including resources & partner discounts

Course Curriculum

Part One - 2 CE Hours

  • Summarize the history of accounting
  • Identify Why Accounting is important
  • Identify the roles within accounting
  • Setting Up Your Bookkeeping Business
  • Specific Services to Offer
  • You Are Your Best and First Client
  • Describe the accounting cycle
  • Avoid the pitfalls of bad bookkeeping habits
  • Learn what a Chart of Accounts is and how to set one up

Part Two - 2 CE Hours

  • Identify the key elements of the Balance Sheet
  • The Accounting Equations
  • Assets
  • Depreciation
  • Liabilities
  • Equity
  • Sample Balance Sheet

Part Three - 1 CE Hour

  • The Income Statement
  • Revenue
  • Cost of Goods Sold (COGS)
  • Sales
  • Expenses
  • Gains & Losses
  • EBIT vs. EBITDA
  • Interpreting The Income Statement

Part Four - 1 CE Hour

  • Categorizing Cash Flow
  • The Basis of a Cash Flow Statement
  • Putting It All Together
  • What is The Cash Flow Statement Telling Me?

Part Five - 2 CE Hours

  • The Bank Statement
  • The Reconciliation Process
  • Wrapping It Up

Part Six - 2 CE Hours

  • The Clean Up Process
  • Reconciling Transaction
  • Month-End Close Cycle
  • Year-End Close Cycle
  • Wrapping It Up

Investment:

$267 payment in full 

All sales are final and there will be no refunds. 

DECEMBER REGISTRATION CLOSES 11/30/2024 

 Secure Your Seat Today – Full Pay

See FAQ's for Training Dates

Meet Your Instructor

Dr. Cozette M. White is an acclaimed 10x bestselling author, nationally recognized accounting and tax strategist, international speaker and philanthropist. 

She is known for making tax interesting and making highly technical material understandable. Dr. White is a self-employed Tax Strategist with more than 33 years of tax experience. She has been an instructor for the Tax Practitioner Workshops for the past 17 years.  

Dr. White’s advice has been called upon by ABC and FOX television stations. She has been featured on the numerous radio shows and she is a recurring voice to millions making regular appearances in various national media outlets, including Black Enterprise, Forbes, Women of Wealth, Upscale, The Huffington Post, and countless newspapers across the country. Women of Wealth dubbed White, “Wealth Builder Extraordinaire.” Recently Dr. White was awarded the President’s Lifetime Achievement Award by President Barack Obama.

Bookkeeping Money Mastery Is for You If...

  • You're tired of feeling like you can’t grow, scale and leverage because you aren’t familiar with bookkeeping!
  • You're feeling stuck in your business and you could use another thought process to make a powerful shift!
  • You've been struggling to fit all of the pieces together into a business that offers amazing value to clients, feeds your spirit and brings you a sense of freedom all while making great money doing what you love!
  • You're Amazing (and you know it) but somehow your checkbook didn't get the memo (you know you should be making way more by now)!
  • You're ready to work less while earning more (serving less clients in a more profitable way)!
  • You've been building your business long enough to know who you are, who you serve, the problem you solve and the solution you offer!
  • You're tired of playing CEO; you're ready to show up like a CEO so that your business serves you in every way!
  • You're over praying and playing small - you're ready to see yourself the way God sees you AND your business!
  • You're ready to test me out and verify what your friends have been telling you, that I am the GOAT (my client's words, but I approve this message)!

IF YOU'VE BEEN FEELING BOXED IN AND YOU'RE READY TO SCALE UP TO SIGNIFICANCE AND SUCCESS, JOIN ME!

DECEMBER REGISTRATION CLOSES 11/30/2024 

 Secure Your Seat Today – Full Pay

FAQ

  • When Does The Course Start and End?

The course will run for 4 sessions.  Training dates are December 2nd, 9th, 16th, and 23rd at 5:30 pm PST 

  • How Long Do I Have Access to The Course?

We will send out all recordings up to 3 business days after the video is rendered.  We'll grant access for 3 days.  You have the option to upgrade and purchase the entire set of recordings for a nominal fee.  

  • What If I'm Not Good at Numbers?

If numbers are not your thing, this masterclass will break down finances and taxes in plain words. 

We will share Done-For-You templates that require simple data entry for the totals to calculate for you. No difficult math to clearly see the health of your business and how much money is flowing in and out. 

You will definitely feel good about your numbers with the right tools by your side!
  • What If I'm A New Entrepreneur?

If you're brand new, this is your opportunity to see the bigger picture of entrepreneurship from the start. You'll learn a ton about small business best practices, terminology, and how to jump start your small business financial success journey.

  • Is This a Good Course to Test the Knowledge as A New Age Bookkeeper?

Yes, it’s perfect for that!

Many that join the accounting and bookkeeping profession are looking for a fast-track opportunity to learn the fundamentals of small business finances and the bookkeeping tasks for entrepreneurs. 

This masterclass builds the solid foundation for accounting and bookkeeping professionals to learn the importance of connecting with the small business economy and learning small business finances and taxes best practices.

This course will also introduce the most common accounting principles and terminology to jump start your business literacy learning journey for your business and the clients that you serve.

  • How Do I Know This Course Is For Me?

Are you ready to admit that there may be something missing in your small business financial education background and you are open to learning it now? Are you ready to admit that you may have missed a few steps around learning the fundamentals to small business finances and you are open to learn the steps to transform your data into dollars?

Are you OPEN to thinking in Abundance and Believing that with the right knowledge, tools, team and mindset, you and your business are capable of so much more than where you are right now?

If you answered YES to any or all of the questions above, this course is definitely for YOU!

  • What If I'm a Financial Professional?

This course gives both the entrepreneur and their financial professional the fundamental framework to start talking about the importance of financial literacy and money management for small business sustainability and long-term financial success.

  • What If I Am Unhappy With This Course?

We would never want you to be unhappy! If you are unsatisfied with your purchase, we always provide a no-hassle 3-day money-back guarantee on all of our training products so that you can buy and try with zero risk.  After the 3-day window, then no refund will be issued. See terms and conditions policy.