Community Resources & Events
Financial wellness is bigger than bookkeeping.
Community Events
The Bookkeeping Club
2nd Wednesday of each month @ 10am MST
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You know you should close your books every month. You know it would help you actually understand your numbers.
But it's one of those things that's easy to push to tomorrow when you're juggling client work, marketing, and everything else that keeps a business running.
What if you just blocked an hour and did it with other people doing the same thing?
What happens: We start with a short teaching bit on something practical - expense audits, cash flow, tax prep, whatever's relevant that month. Then you get time to work through your own month-end close at your pace. You're doing your own books, just with other people nearby doing theirs.
The vibe:
Short lesson on a rotating topic (15-20 min)
Work time to close your books (35-40 min)
Quick wrap to celebrate getting it done (5 min)
What to bring: Your bookkeeping software, bank statements, receipts - whatever you need to close last month.
The Coworking Club
Biweekly on Tuesdays @ 10am MST
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Some days, working alone just... doesn't work. Not because there's anything wrong with you - just because it's easier to start (and keep going) when other people are around doing the same thing.
That's what this is. Just company while you work.
What happens:
We hop on a call, drop what we're working on in the chat, and get to it. No networking small talk, no pressure to be "on" - just other people working on their businesses while you work on yours.
Cameras are optional.
Resources
Understanding Your P&L
Stop staring at your P&L like it's written in ancient Greek.
This guide explains what those numbers actually mean and whether your business is making money (spoiler: it probably is, but traditional formatting makes it impossible to tell). No accounting degree required.
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→ The three questions your P&L actually answers
→ Which numbers matter most
→ How to spot trends instead of getting lost in details
→ Why being "behind" on bookkeeping isn't a character flaw
The Bookkeeping Checklist
Everything you need to stay on top of your books without losing your mind.
A step-by-step guide to maintaining your bookkeeping without it taking over your life. Perfect for DIYers who want to stay organized without becoming spreadsheet obsessed.
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→ Monthly, quarterly, and annual tasks broken down
→ What to track (and what you can ignore)
→ Simple systems that actually work
→ How to prep for tax season with ease
Understanding Your Balance Sheet
Your business health check - minus the confusion.
Your balance sheet shows what you own, what you owe, and what's actually yours at one moment in time. This guide makes it make sense without the traditional accounting headache.
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→ What assets and liabilities actually mean
→ Whether you can pay next month's bills
→ If your business is growing in value
→ Red flags to watch for before they become problems
Understanding Your Cash Flow Statement
Where your money actually went.
Your P&L says you're profitable. Your bank account says otherwise. Welcome to the chaos of cash flow: the financial statement that shows where money actually moved, not just where it was supposed to. This guide translates the confusion into clarity.
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→ Why profit doesn't equal cash (and why that's not a crisis)
→ Where your money actually goes each month
→ The difference between making money and having money
→ How to predict cash crunches before they happen