Bookkeeping Made Confident

A Live Group Program for Women Business Owners

Reserve Your Spot!

6 Live Sessions

|

Small Cohorts

|

Offered Quarterly

|

Virtual via Zoom

|

6 Live Sessions | Small Cohorts | Offered Quarterly | Virtual via Zoom |

You've learned to keep your books. Now it's time to understand what they're telling you.

Bookkeeping Made Confident is a live, hands-on group program for business owners who are ready to move beyond tracking transactions and start making decisions with real financial clarity. It's the next step after Bookkeeping Made Simple — for business owners who want more than a course, but aren't ready to hand their books over just yet.

Over six live sessions, you'll bring your own numbers into the room. Each session pairs a focused lesson with real working time, so you leave every session having actually touched your own financials — not just watched a lesson about numbers in general.

You'll also join a small, intimate cohort of 8–10 women business owners, plus our private community for support and accountability between sessions.

Your 6-Session Roadmap

Live teaching, paired with hands-on working time on your own numbers.

Reserve Your Spot!

Session 1

From Tracking to Understanding

Session 2

Paying Yourself With Confidence

Session 3

Tax Write-Offs & Deductions Demystified

Session 4

Cash Flow & Pricing for Profit

Session 5

Building a Bookkeeping System That Sticks

Session 6

Tax-Ready Books & Knowing What's Next

  • "Joselyn has been a pivotal part of my company and its finances.

    She has provided guidance and support on billing, end of year taxes, invoices, month-to-month expenses, and any aspect of my business that involves money. I am so grateful for Joselyn and the support she has offered me. Having the peace of mind that the money aspect of my business is taken care of has allowed me the space to focus on growing my company and fulfilling its mission. I would recommend Joselyn to anyone who is in need of financial support for their company. Thanks so much for the opportunity, Joselyn, and thank you for all you do!”

    - Lori, Thinkubator

  • "I am so very grateful for you.

    Just wanted to take a quick minute and say thank you for working with me and helping me and my business over the past year. I know there was so much to fix and I need some assistance at times understanding things, but I so appreciate all you have done for me.”

    - Eileen, Old Mill House

  • "Joselyn and her team go above and beyond.

    I work with many small business owners and when someone mentions ‘Bookkeeping,’ I instantly say Balance Financial Solutions. Joselyn and her team go above and beyond to not only maintain clients' books but fix previous errors and show new ways to do things. I know I can trust Balance Solutions to take care of my clients so they are able to stay on track with their books and have peace of mind.”

    - Zoe, Assisting Businesses Virtually

If you've ever finished a course, a class, or a season of “getting organized” and still felt like your numbers were a bit of a mystery…

You’re not alone.

Bookkeeping Made Simple gave you the foundation. This is where we build on it, together, live. This isn't about becoming an accountant. It's about sitting down with your own numbers, in a room full of women who get it, and finally feeling like you know exactly what you're looking at.

I'll be right there with you, every session.

Rooting for you every step of the way,

The Details

Everything you need to know before you enroll.

Reserve Your Spot!

September 2026 Cohort Dates

10:30am to 12pm ET, every other week

Wednesday, September 23

Wednesday, October 7

Wednesday, October 21

Wednesday, November 4

Wednesday, November 18

Wednesday, December 2

Where We Meet

All sessions are held live on Zoom. You'll need a laptop or computer (not just a phone) so you can follow along and work in your own financials during the working segment.

Can’t Make a Session?

Every session is recorded and shared with the cohort, so a missed session won't leave you behind. That said, the working segments are most valuable live — we'd love to have you there in real time whenever you can.

Program Objectives

  • Read your P&L and balance sheet with confidence

  • Build a sustainable owner pay strategy

  • Understand deductions & clean recordkeeping

  • Forecast cash flow and price for profit

  • Build a bookkeeping system that sticks

  • Get tax-season ready

What You’ll Walk Away With

Confidence in your own numbers, not intimidation

Pricing and pay decisions backed by real data

A monthly bookkeeping routine you'll actually keep

A tax-season prep checklist, ready to use

Clarity on when (and if) you're ready for more support

A community of women who get it

Investment

Founding Cohort pricing of $647 is limited to the September 2026 cohort and will not be offered again.

This cohort begins September 23.

Bookkeeping Made Confident Bookkeeping Made Confident
Sale
Bookkeeping Made Confident
$647.00 $797.00

Bookkeeping Made Confident is a live, hands-on group program for business owners who are ready to move beyond tracking transactions and start making decisions with real financial clarity. It's the next step after Bookkeeping Made Simple — for business owners who want more than a course, but aren't ready to hand their books over just yet.

Over six live sessions, you'll bring your own numbers into the room. Each session pairs a focused lesson with real working time, so you leave every session having actually touched your own financials — not just watched a lesson about numbers in general.

You'll also join a small, intimate cohort of 8–10 women business owners, plus our private community for support and accountability between sessions.

6 Live Sessions

|

Small Cohorts

|

Offered Quarterly

|

Virtual via Zoom

|

6 Live Sessions | Small Cohorts | Offered Quarterly | Virtual via Zoom |

Is This Right For You?

Not sure whether you need the course, the program, or done-for-you support? Here's how they compare.

Format

Best For

You Bring

Community

Bookkeeping Made Simple

Self-paced course

Learning the basics from scratch

A willingness to learn

Private Facebook group

Bookkeeping Made Confident

Live, 6-session cohort

Applying your numbers & building confidence

Your real financials, each session

Small live cohort + private group

Bookkeeping Services

Your bank & account access

Done-for-you, ongoing

Handing your books off entirely

Direct 1:1 support