Expense Tracking 101: Streamline Your Bookkeeping and Save Money

Duration:
60 Minutes  
Instructor
Stacy Luft 
Recorded
Refund Policy

Overview

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.

Why you should 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?"

Areas Covered in the Session

  • 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

Who Will Benefit

  • Solopreneurs
  • Small Business Owners
  • Freelancers
  • Consultants
  • Coaches
  • Creatives (e.g., Designers, Marketers)
  • Bookkeepers Looking to Streamline Their Clients' Expense Tracking

Speaker Profile

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:
  • CEO of 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
Access Recorded Version
One Attendee / Group Attendees

Unlimited Viewing Recorded Version for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)