Small Business Online Money Course 1 of 4: Your First Invoice and Important Records You Need – PRE-ORDER

One financial mistake could cost you thousands. Don’t let poor bookkeeping destroy the business you’ve worked so hard to build.

Every month, small business owners lose money they’ll never recover because they don’t understand basic financial management. Invoices get lost, payments slip through the cracks, and come tax time, they’re scrambling to piece together records that should have been organized from day one.

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). You’ll face your business finances and learn the money skills you need to start feeling confident running your business. All courses are beginner friendly and have practical exercises, to help you understand the money basics from day one.

What You’ll Learn From Course 1 of 4:

You’ll learn how to create and record your very first business invoice, using your own selected accounting software. We’ll walk you through the essential financial records businesses typically need to keep, and show you simple systems for tracking receipts and following up with customers who haven’t paid yet.

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

Key Topics Covered:

• Selecting the right accounting software for your business
• Setting up separate business and personal bank accounts
• Understanding the difference between selling goods vs. services
• Common financial records businesses typically need (record-keeping requirements may vary by location and business type)
• Creating your first invoice and recording it properly
• How to follow up on overdue payments
• Cash vs. accrual accounting – understanding the differences and implications
• Understanding accounting periods and why they matter for your business
• Handling prepayments from customers
• Understanding GST basics (GST requirements vary by business – consult your accountant for specific guidance)

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 first-time small business owners, existing business owners who want to learn how to manage their finances, or anyone who needs to understand the financial fundamentals without getting lost in accounting jargon.

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 templates, record-keeping checklists, and reference 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: None – we start from the very beginning. 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 have zero accounting experience. Is this course really for me?

Absolutely! This course is specifically designed for complete beginners. We assume no prior knowledge and explain everything in plain English, not accounting jargon.

What if I don’t have a business yet?

No problem! You can follow along using our case study examples. This actually gives you a head start for when you do launch your business.

Do I need to buy accounting software before starting?

Not immediately. We’ll guide you through the different options first so you can make an informed choice. Some software options offer free trials.

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 3 courses in the series?

Course 2 covers recording bills and business expenses, 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.