Accounting Workbook FAQs

Alright… you’ve just started your business and you know you need to start tracking your income and expenses but you’re not ready to start paying for an online accounting software just yet.

We got you covered, boo!

Our Accounting Workbooks is perfect if you’re not ready for the Master Your Finances Accounting & Bookkeeping course but you need to get started. We walk through the basics and give you all that you need to make sure you’re covered for tax season.

“You don’t have to see the whole staircase, just take the first step.” Martin Luther King

“If you’re new to the whole bookkeeping thing, Morgan is fabulous at making all things business accounting super clear and easy to understand. She walked me, someone with 0 accounting background, through all the important stuff I need to know and helped set me up for success. If you’re on the fence thinking of working with Morgan, just do it, you’ll be super pleased you did. She’s a joy to work with!”  – Paige Brun, from Paige Brunton


  • Can I record cash income and expenses?

Yes! Keeping track of your cash on hand is just as important as allocating your electronic banking systems. The spreadsheet allows you to set up a Petty Cash system so that you’re able to keep track of your cash income and expenses.

This can also be done if you choose to use an online accounting system.

  • How often will I need to complete my bookkeeping?

This all depends on you and how large your organization is. I recommend keeping up with your bookkeeping at least once a month. If your business is slightly bigger and you find it too time-consuming or difficult to remember things at the end of the month, completing your bookkeeping weekly is recommended.

“It’s super therapeutic! And naturally bringing to light how much money I spend eating out. But I’m loving it. I feel like it reduces some sort of anxiety once the month’s entries are done!” – Lize Mynhardt, from Lize Mynhardt 

  • Will it help me with savings?

Yes, it will. Whether it’s tax savings, emergency, or pension. This workbook and spreadsheet will help you allocate your savings account or allocate money to be used for a specific purpose.

  • Is it for personal or business use?

It was designed for small business owners in mind. I have used it for my church at one stage as well as for my husband’s non-profit. However, it can be used for personal bookkeeping just as well!

It helps you keep track of your income and expenses, whether you’re a business or family.

  • Does the tutorial video teach me how to do everything myself? Will I need to hire you after I buy this?

The tutorial video takes you through the bookkeeping spreadsheet step-by-step. It is a 25-minute in-depth training video teaching you how to do everything yourself! You should not need to hire me after you purchase this workbook. I’m happy to answer any simple questions you might have over email.

As your business grows, you may find that you’re ready to get set up on an online accounting platform. When that time comes, I recommend our Master Your Finances Bookkeeping & Accounting course, but for now, this may be all you need 🙂 Let me know if you want to hop on a call to see what would be best for you and your business’s needs.

  • Do I need to have an accounting background in order to use this?

No, you do not. While some basic understanding of bookkeeping would be helpful (of course), this workbook is designed for the business owner with no accounting background whatsoever.

Basic Excel knowledge is advantageous as the bookkeeping spreadsheet is set up in Excel; however, all the formulas have already been created for you and are set up for you to begin using immediately. All you need to is type in the number and press enter.

  • Can I use my online invoicing app along with the bookkeeping spreadsheet?

Yes! That’s actually a great way to do it. Even with my own personal accounting system, I still use my separate online invoicing app.

  • Will this still be beneficial for me if I’d like to move to an online accounting software?

Yes. Whether you would like to use an online accounting software or my bookkeeping spreadsheet included, this workbook will be super helpful for you. It gives you a basic understanding and background of accounting as well as prepares you for when tax season rolls around and what your tax man/woman will require from you.

In the Master Your Finances Bookkeeping & Accounting course, I teach you how to import a spreadsheet like this into an online accounting software when you reach that point.

  • Is this workbook made for various countries or just American business owners?

This workbook is designed for business owners all around the world. My clients range from businesses in South Africa, America, Belize, Taiwan, Singapore, and more. While the workbook will not teach you how to prepare taxes in your specific country, it will teach you how to keep track of specific income and expenses so that you’re prepared and have all you need when tax season arrives.

Order yours today HERE!



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