BYOB: Be Your Own Bookkeeper: Learn and Build the Foundation
Empowering New Business Owners to Master Their Bookkeeping and Taxes.
Who is BYOB for?
This program is tailored for:
New business owners navigating their first year.
Entrepreneurs who discovered they weren’t prepared for taxes when filing their first business tax return.
If you’re starting out or feeling overwhelmed by bookkeeping and taxes, BYOB (Be Your Own Bookkeeper) is your step-by-step guide to building a strong financial foundation.
Book your call today
What BYOB One Cover?
1. Set-Up (Done For You)
We’ll establish a solid foundation for your bookkeeping, including setting up your Chart of Accounts.
Work with us until your books are clean and up-to-date, giving you a fresh starting point.
2. Bookkeeping Training
Hands-on, practical training designed for success:
Step 1: Watch us demonstrate the process.
Step 2: Practice the process yourself with guidance.
Step 3: Gain the confidence to manage your books independently.
3. Quality Checks and Ongoing Support
6 Months of Support: Get answers to your bookkeeping questions as they arise.
Monthly Quality Reviews: Receive a detailed Quality Score to ensure your books stay accurate and organized.
4. Tax Training
One-on-One Zoom Session: Gain a comprehensive understanding of essential business taxes, including:
Sales Tax
Self-Employment Tax
Payroll Tax
Income Tax
5. Tax Planning
Year-Round Support: Full tax planning for your first year, with opportunities for follow-up questions and guidance.
Implement the training and avoid surprises during tax season.
How Long Do We Work Together In BYOB?
Our collaboration is flexible, and designed to meet your unique needs:
Tailored to You: Choose from 3, 6, or 12 months of guidance, depending on your goals and the level of support you desire.
Steady Progress: We work side-by-side with you, ensuring every step of your learning journey is practical, actionable, and at your pace.
Ongoing Access: Throughout our partnership, you’ll have the tools, insights, and support so you confidently manage your finances.
No matter the duration, BYOB (Be Your Own Bookkeeper) gives you the skills and foundation to master your books and take control of your financial future.
Why Most Bookkeeping Advice Fails Creative Entrepreneurs
You're not "bad with numbers" – you're just wired differently. You see the big picture, you make decisions with your heart, and you hate being boxed into rigid systems that feel like creative prison.
Traditional bookkeeping advice tells you to "reconcile your accounts every Wednesday" and "categorize expenses by the 15th." But what happens when Wednesday is your creative flow day? What if the 15th falls during your busiest client deadline?
You skip it. Then you feel guilty. Then you avoid it even more.
I get it, because I've seen this pattern with hundreds of creative business owners.
What If Bookkeeping Could Actually Support Your Creativity Instead of Crushing It?
After three years of refining my firm’s bookkeeping checklist specifically for creative minds, I discovered something powerful: when you remove the fear and confusion, bookkeeping becomes a tool for better decision-making, not just tax compliance.
Instead of rigid schedules, I created flexibility around your energy and mood. Instead of "reconcile your accounts," I use language like "make sure your money story matches reality." Instead of forcing you into boring spreadsheets, I show you how proper bookkeeping actually buys you the freedom to take that slow season off guilt-free.
Here's what one of my clients said after implementing this system:
"As a sole proprietor with multiple sources of income, I was overwhelmed with how to manage my finances and bookkeeping. Jedrick was great and helped me get off to a great start for this year!"
She went from having no reports to file her taxes to having clear profit and loss statements, balance sheets, and verifiable records. But more importantly? She could finally see year-over-year growth, understand which parts of her business were actually profitable, and even forecast her taxes for the following year.
That's the difference between bookkeeping as a dreaded chore versus bookkeeping as a strategic business tool.
Introducing: The Bookkeeping Blueprint A Creative's Complete Bookkeeping Checklist & Confidence System
This isn't another generic checklist you'll download and never use. This is the exact system that professional accounting firms use to keep books audit-proof, tax-ready, and loan application-ready – but translated into language that actually makes sense to creative minds.
What You'll Get Inside:
✓ The Complete Professional Checklist (Interactive Spreadsheet Format)
Daily, weekly, monthly, and yearly tasks that ensure nothing falls through the cracks
Track who's doing what, when it's due, and when it's completed
Flexible timing based on YOUR energy and workflow, not rigid corporate schedules
Clear distinction between "must do" and "could do" tasks (perfect for overwhelmed creatives)
✓ 12-Email Implementation Series
Step-by-step guidance delivered right to your inbox
Real-world examples and creative-friendly explanations
No jargon, no intimidation – just practical help when you need it
✓ Behind-the-Scenes Professional Secrets
The exact process accounting firms use (but simplified for real humans)
How to categorize expenses without second-guessing yourself
The money-tracking habits that prevent tax-time panic attacks
Stop Thinking Bookkeeping Is "Just About Filing Your Taxes"
Here's what most creative business owners don't realize: proper bookkeeping isn't just about staying out of trouble with the IRS – it's about making better business decisions and keeping more money in your pocket.
When you know your numbers, you can:
Spot which services are actually profitable (and which ones are secretly costing you money)
Plan for slow seasons without the anxiety
Make confident pricing decisions based on real data
Save thousands in taxes by tracking the right deductions
Qualify for business loans when opportunities arise
This system gives you the confidence to know you're not missing any important steps, in the right order, so you can stop avoiding your books out of fear.
Get Your Free Creative's Bookkeeping Confidence System Now
Stop letting bookkeeping fear hold your creative business back.
In just a few minutes, you'll have access to the same professional-grade system that accounting firms charge thousands for – but adapted specifically for creative minds who think in big pictures, not tiny details.
Take Control of Your Finances Today:
BYOB is your first step toward financial confidence. Let us help you build the foundation you need to thrive in business.