The Solopreneur's Guide to Clean Books: Month-End Close Made Simple

December
16
2025 (Tuesday)
Time 10:00 AM PST | 01:00 PM EST
Duration: 60 Minutes
39 Days Left To REGISTER
Id: 210333
Instructor
Stacy Luft 
Live
Recorded
Live + Recorded
Refund Policy

Overview

This session breaks down the month-end close process into clear, manageable steps designed for solopreneurs. You’ll learn how to review your income, reconcile your accounts, catch small mistakes before they become problems, and prepare your books for tax season or forecasting. The goal is to help you create a sustainable, repeatable system so your books stay clean and you can finally feel confident in your numbers.

Why you should Attend

If your bookkeeping always feels a few steps behind, or you dread looking at your numbers, this workshop is for you. You’ll learn a calm, repeatable month-end routine that helps you stay in control, without needing to become an accountant.

FUD (Fear, Uncertainty, and Doubt) Liner:

  • Stop feeling uncertain about what’s really happening in your business finances. Learn how a simple month-end close can give you confidence and clarity every month

Areas Covered in the Session

  • The purpose and power of a month-end close for small business owners
  • A step-by-step month-end checklist that keeps your books accurate
  • How to review income and expenses with clarity and ease
  • Common bookkeeping mistakes and how to prevent them
  • How to spot trends and red flags early
  • Best practices for using QuickBooks Online (or similar tools) to simplify your process
  • How a clean close helps you plan ahead for taxes and cash flow

Who Will Benefit

  • Solopreneurs
  • Small business owners
  • Bookkeeping beginners
  • Coaches, consultants, and creatives
  • Wellness practitioners managing their own books

Speaker Profile

Stacy Luft is a Fractional CFO and bookkeeper who helps solopreneurs turn financial data into actionable insights. With a hands-on approach, she simplifies bookkeeping, financial planning, budgeting, and cash flow management. Formerly a Financial and Operations Executive, she has strong leadership and analytical skills. Stacy holds degrees in Accounting and an Executive M.B.A. from St. Joseph’s University.

Professional achievements:
  • CEO of Business Balance, a resource for mastering financial management and sustainable business growth
  • Fractional CFO and bookkeeper helping solopreneurs turn financial data into actionable insights
  • Holds an A.A.S. in Accounting from Suffolk County Community College and a B.S. in Accounting and Executive M.B.A. from St. Joseph’s University
  • Hands-on and practical approach with easy-to-understand concepts
Access Recorded Version
One Attendee / Group Attendees

Unlimited Viewing Recorded Version for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)