What's Missing in Your Bookkeeping? A Self-Audit for Small Business Owners

November
13
2025 (Thursday)
Time 10:00 AM PST | 01:00 PM EST
Duration: 60 Minutes
8 Days Left To REGISTER
Id: 210276
Instructor
Stacy Luft 
Live
Recorded
Live + Recorded
Refund Policy

Overview

This session guides you through a self-audit process to evaluate the health of your bookkeeping system without the overwhelm. You’ll learn how to identify missing pieces in your financial workflow, recognize red flags before they turn into problems, and discover simple improvements that help you run your business with more ease and clarity.

By the end, you’ll walk away with a personal checklist and a grounded understanding of how to bring your bookkeeping into alignment with the way you actually work.

Why you should Attend

Because clarity brings calm, and knowing exactly where your bookkeeping stands means you can make confident business decisions, plan ahead for taxes, and stop second-guessing your numbers.

If your bookkeeping “mostly works,” but you still hesitate to trust your reports… you’re not alone. Hidden gaps can cost time, money, and peace of mind. Let’s make sure nothing important is slipping through the cracks.

Areas Covered in the Session

  • How to evaluate whether your bookkeeping system supports your goals
  • Common signs your books need a tune-up (and what to do about them)
  • A simple self-audit checklist you can use anytime
  • What clean, reliable bookkeeping actually looks like for a small business
  • How to know when it’s time to delegate or upgrade your system
  • Easy-to-implement tips for maintaining consistency month after month

Who Will Benefit

  • Small business owners
  • Solopreneurs and freelancers
  • Coaches and consultants
  • Wellness practitioners
  • Creative professionals
  • Attorneys and service providers

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)