Purchase any WEBINAR and get
10% Off
CODE: SAVE10
T&C applicable, please referFAQ
Validity : 16th Dec'24 to 26th Dec'24
Expense Tracking 101 - Streamline Your Bookkeeping and Save Money
- Understanding the importance of tracking expenses
- Categorizing expenses for accurate financial reporting
- Exploring manual vs. automated expense tracking tools
- Setting up an efficient expense tracking workflow
- Integrating bank and credit card accounts for automated entry
- Identifying cost-saving opportunities through expense analysis
- Avoiding common expense tracking mistakes
- Actionable steps to start improving expense tracking today
Overview of the webinar
This webinar is designed for beginners or business owners with little to no experience in expense tracking or bookkeeping. It provides a clear, accessible foundation for understanding and implementing effective expense tracking systems.
This webinar will cover the essentials of expense tracking, including the tools and strategies needed to streamline bookkeeping processes and save money. Participants will learn how to categorize expenses, choose appropriate tracking tools, automate their processes, and avoid common mistakes. By the end of the session, attendees will have actionable steps to improve their financial management and decision-making.
Who should attend?
- Solopreneurs
- Small Business Owners
- Freelancers
- Consultants
- Coaches
- Creatives (e.g., Designers, Marketers)
- Bookkeepers Looking to Streamline Their Clients' Expense Tracking
Why should you attend?
Learn how to simplify and streamline your expense tracking processes, gain more control over your finances, and unlock potential savings in your business. Whether you're overwhelmed with keeping track of receipts or unsure how to categorize expenses properly, this session will help you take charge of your bookkeeping, eliminate financial headaches, and avoid costly mistakes.
Fear, Uncertainty, and Doubt (FUD) Liner for Marketing Purpose:
Fear: "Are you worried about losing money due to missed expense tracking or inaccurate financial records?"
Uncertainty: "Unsure if you’re capturing all your tax deductions and staying compliant?"
Doubt: "Not confident that your expense tracking system is helping your business grow?"
Faculty - Ms.Stacy Luft
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:
- Founder of CEO 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