Small Business Online Money Course 2 of 4: Managing Bills and Business Expenses – PRE-ORDER

Are you throwing money away by not tracking expenses properly? Poor expense records can mean missed tax deductions.

Now that you’ve got the hang of invoicing and basic records, it’s time to tackle the other side of your business finances – what goes out. Most new business owners struggle with tracking expenses properly, leading to missed opportunities, cash flow problems, and financial confusion.

You don’t have to learn this the hard way.

This course series is designed by Vi Nguyen, a qualified Chartered Accountant (CA ANZ) and Certified Public Accountant (CPA USA). In this second course of our series, you’ll learn how to systematically record business expenses, organize your receipts, and set up systems that make financial management easier. All courses are beginner friendly and have practical exercises, so you can transfer your learning to your own business.

What You’ll Learn From Course 2 of 4:

You’ll learn how to record bills and track business expenses using your chosen accounting software. We’ll show you how to categorize expenses, manage receipts efficiently, and understand common business expense types and documentation practices.

Please note: This course covers general concepts – verify requirements with a qualified professional for your specific situation.

Key Topics Covered:

• Setting up expense categories in your accounting software
• Recording different types of bills (utilities, rent, subscriptions, etc.)
• Tracking cash expenses
• Managing receipts and digital record-keeping
• Understanding common business expense categories (tax implications vary – consult your accountant for specific guidance)
• Recording credit card purchases and business expenses
• Handling mixed personal/business expenses
• Setting up systems for ongoing expense tracking
• Understanding documentation practices businesses commonly use for expenses
• Preparing expense reports and summaries

Includes 30-Minute Qualified Accountant Support Session: Course participants receive access to a special booking calendar for a 30-minute one-on-one consultation with a qualified accountant. Get personalized help and answers to your specific bookkeeping questions. Please note: The 30-minute accountant consultation is a separate engagement and you will be engaged with the accountant independently of this course.

Who This Course Is For:

Perfect for business owners who want to get control of their expenses, anyone who’s been struggling with receipt management, or business owners who want to understand proper expense tracking through systematic record-keeping.

Features

👩‍💼 Expert-Designed Content Course created by a qualified accountant who understands the real challenges small business owners face.

📞 30-Minute Accountant Consultation Get personalized help setting up your systems with a qualified professional (separate engagement).

💼 Practical, Real-World Application Practice these concepts with your own business examples or follow our detailed case studies.

📚 Beginner-Friendly Design No prior accounting knowledge required – we start from absolute basics and build your confidence step by step.

💰 Pre-Order Special Pricing Lock in discounted pricing before the course launches – price increases once live.

🎥 Video-Based Learning Clear, step-by-step video tutorials that you can pause, rewind, and revisit anytime.

📋 Template & Resources Included Get sample expense tracking templates, receipt management checklists, and expense category guides for educational purposes. These are general examples to help you understand the concepts – customize them for your specific business needs.

⏰ Learn at Your Own Pace Access your course 24/7 from any device. Complete modules when it suits your schedule.

🔓 Lifetime Access Keep coming back to refresh your knowledge whenever you need it. *Subject to platform availability and business ownership.

Course Details

How Long Will The Course Take: We estimate the course will take approximately 12 hours to complete. You can spread this out over several weeks or complete it at your own pace. You have lifetime access* so there’s no rush. *Subject to platform availability and business ownership.

Pre-Order Note: This course is currently available at special pre-order pricing. The course will be released 3 months from when the first pre-order is received. All pre-order customers will be notified via email with updates on the development progress and will receive immediate access once the course launches. Course content and modules may be refined during development to ensure the best learning experience. Pre-order pricing is only available until the course goes live.

Prerequisites: Completion of Course 1 recommended, or basic understanding of accounting software and business record-keeping. You’ll need reliable internet access and the ability to view online videos. Please note that our videos are hosted on Vimeo, so ensure you can access Vimeo content in your location and that your internet settings/firewall allow video streaming.

While not required, it’s ideal if you have accounting software in mind and a business to practice with. If not, you can use our case study examples to complete all exercises.

FAQ

I’ve been throwing receipts in a box – is it too late to get organized?

Not at all! This course will show you how to set up systems going forward and give you strategies for organizing existing receipts. The accountant consultation can help with your specific situation.

Do I need to have completed Course 1 first?

Course 1 is recommended as it covers the basics, but if you already understand accounting software and basic record-keeping, you can start with Course 2.

What if I have a mix of personal and business expenses?

We cover this common situation and show you how to properly separate and record mixed expenses. The accountant consultation may provide specific guidance for your circumstances.

Will this course tell me what I can claim as tax deductions?

This course covers general expense categories and documentation practices. For specific tax advice about what you can claim, you may be able to consult with the accountant during your session or seek independent tax advice.

What does “lifetime access” actually mean?

You can access the course for as long as we operate the platform, subject to circumstances within our control. While we intend this to be indefinite, we cannot guarantee access in circumstances beyond our control.

What if I can’t access Vimeo in my location?

Unfortunately, our videos are hosted on Vimeo. Please check you can access Vimeo content in your location before purchasing. Contact us if you’re unsure.

Is the accountant consultation really included in the price of the course?

Yes, course participants get access to book a 30-minute session. Note: this is a separate engagement with the accountant, not part of the course content.

When will the course be available?

The course launches 3 months from when the first pre-order is received. All pre-order customers will be notified and receive immediate access once the course is ready.

What’s covered in the other courses in the series?

Course 1 covers invoicing and essential records, Course 3 covers bank reconciliation and period-end procedures, and Course 4 covers understanding your financial reports.

Is there a money-back guarantee?

Yes, we offer a 7-day satisfaction guarantee or money-back on the course content. Some courses include access to book a 30-minute accountant consultation. If you access the accountant booking system, your course becomes non-refundable as your course fee covers this professional service.