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How to Get Financially Organized for Beginners
Step 1: Let's Get Started!
Welcome (4:14)
About the instructor
Pre-Assessment
Business Spreadsheet
Step 2: Disclaimer, Start Here, and Summary Tabs
The spreadsheet (7:40)
Setting up your company
Bank accounts and business registration (1:57)
Business banking, EINs, and State Registrations
Step 3: Customers
System for tracking customers (3:30)
Add your customers
Make it Personal
Step 4: Vendors
System for tracking vendors (3:41)
Add your vendors
Make it Personal
Step 5: Revenues
Where does your money come from? (6:33)
Add your revenues
Make it Personal
Step 6: Expenses
Where does your money go? (6:39)
Add your expenses
Make it Personal
Step 7: Equipment
Did you buy some equipment? (4:09)
Methods of Accounting
Step 8 - The Wrap Up
In conclusion... (2:36)
Post-Assessment
Final Thoughts
System for tracking vendors
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