Finally understand where your money is going
Simple Books Pro is an 8-week, step-by-step program built for solo service business owners who want clean, accurate financials — no accounting degree, no jargon, no shoebox chaos — just a system that works every single week.
Your books aren't a burden — they're the clearest signal your business can send you, and I'm going to help you learn to read them.— Jennifer Monsos
What you'll learn
What you'll be able to do
- Set up a chart of accounts and a bookkeeping system tailored to a solo service business using a spreadsheet or entry-level software
- Record every income payment and business expense accurately and on a consistent weekly schedule
- Separate personal and business finances completely and maintain a audit-ready paper trail
- Reconcile your bank and credit card accounts at month-end so your books always match your actual cash
- Read and interpret a simple Profit & Loss statement to make real pricing and spending decisions
- Prepare organized, accurate financial records that make quarterly estimated taxes and annual filing straightforward
How it works
A school that adapts to you
This isn't a set of static videos. Every lesson is generated live and tuned to where you actually are.
We learn your level
A quick placement check tailors your starting point so you're never bored or lost.
Lessons adapt as you go
Each lesson is written for your pace and your goal, adjusting as your skills grow.
Your AI coach keeps you moving
Checkpoints, feedback, and gentle nudges turn progress into a real result.
The curriculum
What's inside your school
8 modules · 32 lessons
Your Business, Your Money: Bookkeeping Foundations
Builds the mindset and structural foundation every solo service owner needs before touching a single number.
- 1.1Why Bookkeeping Makes or Breaks a Solo BusinessIncluded
- 1.2Sole Proprietor vs. Single-Member LLC: What Changes for Your BooksIncluded
- 1.3The Cash vs. Accrual DecisionIncluded
- 1.4Your Bookkeeping Toolkit: Spreadsheet or Software?Included
Separate and Protect: Setting Up Clean Financial Boundaries
Ensures business and personal money never mix, establishing the audit-ready paper trail required for accurate books.
- 2.1Opening a Dedicated Business Bank AccountIncluded
- 2.2Business Credit Cards and Debit Cards: Rules of the RoadIncluded
- 2.3Owner's Draw vs. Business Expense: Paying Yourself the Right WayIncluded
- 2.4Building Your Paper Trail: Receipts, Invoices, and RecordsIncluded
Chart of Accounts: Organizing Your Financial World
Teaches students to build a simple, service-business-specific chart of accounts that makes every transaction easy to categorize.
- 3.1What a Chart of Accounts Is and Why It MattersIncluded
- 3.2The Five Account Types Every Owner Must KnowIncluded
- 3.3Building Your Chart of Accounts for a Service BusinessIncluded
- 3.4Common Service-Business Expense Categories (and How to Use Them)Included
Recording Transactions: Income, Expenses, and a Weekly Rhythm
Establishes the core habit of accurately entering every dollar earned and spent on a consistent weekly schedule.
- 4.1Recording Client Payments: Invoices, Deposits, and Received IncomeIncluded
- 4.2Recording Business Expenses: From Coffee to Software SubscriptionsIncluded
- 4.3Handling Tricky Transactions: Refunds, Partial Payments, and SplitsIncluded
- 4.4Building Your Weekly Bookkeeping RoutineIncluded
Month-End Reconciliation: Making Your Books Match Reality
Teaches the monthly bank and credit card reconciliation process so records are always accurate and trustworthy.
- 5.1What Reconciliation Is and Why It Catches Costly MistakesIncluded
- 5.2Reconciling Your Bank Account Step by StepIncluded
- 5.3Reconciling Credit Card AccountsIncluded
- 5.4Fixing Discrepancies: Finding and Correcting ErrorsIncluded
Reading Your Numbers: The Profit & Loss Statement
Builds confidence in reading and acting on the one financial report that tells you whether your business is actually working.
- 6.1Anatomy of a Simple Profit & Loss StatementIncluded
- 6.2Gross Profit vs. Net Profit: What the Difference Tells YouIncluded
- 6.3Using Your P&L to Set Prices and Control SpendingIncluded
- 6.4Running and Reviewing Monthly ReportsIncluded
Taxes Without Terror: Estimated Payments and Year-End Prep
Demystifies self-employment tax obligations and shows how well-kept books make quarterly and annual filing straightforward.
- 7.1Self-Employment Tax Basics Every Sole Owner Must KnowIncluded
- 7.2Quarterly Estimated Taxes: What, When, and How MuchIncluded
- 7.3Deductible Business Expenses: Maximizing What You KeepIncluded
- 7.4Organizing Your Books for Your Accountant or Tax SoftwareIncluded
Your System for the Long Haul: Routines, Growth, and Staying on Track
Locks in a sustainable, scalable bookkeeping practice and prepares students to confidently maintain their system as their business grows.
- 8.1Your Complete Bookkeeping Calendar: Weekly, Monthly, and QuarterlyIncluded
- 8.2When to Upgrade: Signs You've Outgrown Your Current SystemIncluded
- 8.3Working with a Bookkeeper or CPA: What to Outsource and What to KeepIncluded
- 8.4Putting It All Together: Your Books Are Your Business IntelligenceIncluded
Who it's for
Is this you?
The Brand-New Freelancer
Just landed your first paying clients and need to build a real financial system before the shoebox chaos sets in.
The Seasoned Tradesperson
Great at the craft, less confident about the money side — you want clean books and to stop dreading tax season every spring.
The Independent Consultant
You bill project fees and retainers but tracking income and expenses has been a patchwork of spreadsheets and good intentions.
The Solo Coach or Trainer
Your client results are excellent; your financial records are not — you need a simple system that finally keeps up with your business.
The New LLC Owner
You formed your LLC and opened a business account, but you're fuzzy on what actually changes for your bookkeeping — this fills that gap completely.
The Career-Changer Going Solo
You left a salaried job to run your own service business and need to get financially organized from day one so nothing catches you off guard.
Questions
Frequently asked
Your teacher
A note from your teacher
Jennifer Monsos
Hey — if you found your way here, I'm guessing you're somewhere I know well: running a business you're proud of, but quietly dreading anything to do with the money side of it. Maybe you've been telling yourself you'll "figure out the bookkeeping thing" for a few months now. Maybe tax season last year was more stressful than it needed to be. Maybe you're just tired of not really knowing if your business is making money or just keeping you busy.
I've worked with solo service owners at every stage, and I can tell you with complete confidence: the problem almost never comes down to the numbers being complicated. The problem is that no one ever sat down and showed you a simple, repeatable system in plain English. Most bookkeeping resources are written for accountants, or for businesses with actual accounting departments. You're one person running the whole show — your system needs to match that reality.
That's exactly what Simple Books Pro is. It's the program I wish had existed for every solo owner I've ever watched white-knuckle their way through tax season. We start at the very beginning — what bookkeeping even is, why it directly affects your ability to make smart business decisions, and how to set up the financial boundaries that protect you from the start. Then we build, week by week: a chart of accounts that makes sense for a service business, a weekly recording habit you'll actually stick to, month-end reconciliation that keeps your books honest, and a Profit & Loss statement you can genuinely read and use.
By the time we're done, you're not just "organized." You understand what your numbers are telling you. You know how to price your services with confidence, what to set aside for taxes, and when your system has grown enough that it's time to bring in help. Your books become your business intelligence — not a source of dread.
I'll be with you the whole way, in plain language, with real examples. No jargon without an explanation, no lectures without a practical point. Just a clear, doable system that fits inside the life of a working solo business owner. Ready to finally feel good about your finances? Let's build this together.
— Jennifer Monsos
Start your journey today
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- 8 modules, 32 lessons
- AI-adaptive lessons tuned to your level
- Quizzes & checkpoints to lock in progress
- Your own AI learning coach
- Learn on any device, at your pace
- Full access for as long as you're subscribed