01Module 1
What Your Books Are Supposed to Show You
Understand what a clean set of books is supposed to show — and why so many owners are reading the wrong numbers without realizing it.
Preview moduleThe Course
Finally understand what your books are actually telling you.
A practical bookkeeping course for established business owners who use QuickBooks, work with a CPA, and still don't fully trust the numbers they're looking at.
If you've ever looked at your books and thought, "I know money came in, so why do these numbers still feel off?" — this course was built for you. The Financial Check-Up™ helps business owners read their reports more clearly, catch common bookkeeping mistakes earlier, and clean up the habits that quietly create confusion, cleanup work, and CPA frustration later.
This is not bookkeeping school. It's a practical, plain-English framework for understanding your books well enough to make better decisions, stay more organized, and stop waiting until year-end to find out something's off.
4 self-paced modules6 practical worksheetsA real-world case study
"I use QuickBooks. I have a CPA. So why do my numbers still feel off?"
Included with enrollment
- 4 self-paced modules
- 6 practical worksheets
- A case study that follows a real-world bookkeeping scenario from confusion to clarity
Who this is for
Built for owners who deserve to trust their numbers
This course is for established small business owners who already have financial systems in place — QuickBooks, a CPA, maybe even a bookkeeper — but still don't always feel confident in the numbers they're looking at.
01
You use QuickBooks
…but still don't fully trust what you're seeing inside it.
02
You work with a CPA
…and want cleaner books, better reporting, and fewer year-end surprises.
03
Your books keep getting murky at the edges
Especially when personal spending, owner transactions, reimbursements, transfers, and business expenses start blurring together.
You do not need to become a bookkeeper to understand your books better. You just need a better framework for reading what's in front of you.
What you'll learn
Practical financial fluency for real business owners
Every lesson translates bookkeeping jargon into the questions and decisions real business owners actually face — so you can understand your books more clearly without needing an accounting degree.
By the end of the course, you'll know how to:
- 01Understand what your books should actually be telling you
- 02Read your Profit & Loss without guessing
- 03Spot bookkeeping mistakes before they become expensive cleanup
- 04Separate personal from business the right way
- 05Stay better prepared for sales tax and CPA requests
Course modules
Four focused modules
Each module is built around a real bookkeeping breakdown business owners run into all the time — confusing reports, messy transactions, cleanup work, and CPA handoff stress — and gives you a practical framework for fixing it.
Self-paced and designed to be completed over four weeks — or in one focused weekend if that's more your style.
02Module 2
How to Read Your P&L Without Guessing
Learn the key numbers that matter most, what they can and can't tell you, and what to do when something on your Profit & Loss doesn't make sense.
Preview module03Module 3
The Bookkeeping Mistakes That Cost Real Money
Spot duplicate transactions, miscategorized expenses, broken workflows, and other common issues before they turn into expensive cleanup.
Preview module04Module 4
Separating Personal from Business the Right Way
One of the fastest ways books become confusing is when owner spending, reimbursements, draws, transfers, and business expenses all get mixed together. Learn how to clean it up — and stop it from happening again.
Preview moduleWhy owners get stuck
When your books are off, it's not just frustrating — it's expensive.
Most bookkeeping problems don't start as disasters. They start as small questions that get ignored because no one has time to stop and untangle them.
- Revenue looks higher or lower than expected, and you're not sure why
- Your Profit & Loss shows numbers that technically exist, but don't feel decision-useful
- Duplicate transactions, miscategorized expenses, or missing details don't get caught until cleanup is expensive
- Sales tax and CPA prep become reactive instead of routine
- You keep paying for financial support, but still don't feel more confident in the numbers
The Financial Check-Up™ is designed to help you catch these issues earlier, understand what your reports are actually saying, and stop waiting until year-end to find out something's off.
Case study
Meet Molly
Molly is a composite of the kinds of business owners this course was built for: established, busy, using QuickBooks, working with a CPA, and still not fully confident that the numbers in front of her match what's actually happening in the business.
She's not behind because she's careless. She's behind because most owners are expected to make decisions from reports they were never taught how to read.
Throughout the course, Molly's situation is used as a running case study to show how bookkeeping confusion actually shows up in real businesses — and how it can be untangled before it becomes a year-end problem.
From Molly's check-up
"Revenue looks higher than I remember earning. Where is this number actually coming from?"
- Industry
- Service business
- Software
- QuickBooks Online
- Support
- Works with a CPA
- Stuck on
- Mixed transactions & unclear reports
Tools included
Six worksheets you'll actually use
These aren't filler downloads. They're practical checklists and troubleshooting tools designed to help business owners spot bookkeeping issues earlier, stay organized for tax season, and ask better questions all year long. Every tool lives inside the course as a practical worksheet you can use as part of your monthly financial routine — not just read once and forget.
01
Monthly Financial Check-Up Checklist
A repeatable 30-minute routine for reviewing your books before the month gets away from you.
02
Why Doesn't This Number Match? Worksheet
A troubleshooting guide for confusing bookkeeping numbers, missing context, and "this doesn't look right" moments.
03
CPA Prep Checklist
What to review before sending your books to your CPA so you can stop handing over a mess and hoping for the best.
04
Sales Tax Review Checklist
A practical review tool to help you stay ahead of sales tax filings instead of scrambling at the deadline.
05
Personal vs. Business Transaction Guide
A plain-English reference for owner expenses, reimbursements, draws, contributions, and common gray-area transactions.
06
Bookkeeping Red Flags Cheat Sheet
A quick-reference guide to the warning signs that your books need cleanup, clarification, or a second set of eyes.
About
Michelle Myrick
Founder, Myrick Balance Bookkeeping
Michelle Myrick is the founder of Myrick Balance Bookkeeping, where she works alongside established small business owners on the day-to-day realities of keeping clean, reliable books.
Her work lives on the hands-on side of small business finance most owners never see — bookkeeping cleanup, reports that don't add up, sales tax questions, owner transactions, and getting books CPA-ready before year-end.
That experience shapes how she teaches. The Financial Check-Up™ was built to help business owners understand their books in plain English, catch problems earlier, and stop relying on year-end panic to figure out what went wrong.
Plain English
No accounting jargon
Owner-first
Built for real business owners
Practical
Focused on real bookkeeping situations
CPA-friendly
Helps you show up better prepared
Ready to clean this up?
Start The Financial Check-Up™
If you're using QuickBooks, working with a CPA, and still don't fully trust what your books are telling you, this course will help you understand the numbers more clearly, spot common problems earlier, and clean up the habits that quietly create year-end stress.
- 4 self-paced modules
- 6 practical worksheets
- A real-world case study
- Plain-English bookkeeping training for established business owners
Self-paced · Practical · Built for real business owners