Course Description
Alexis M. Louis
Course curriculum
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1
Module 1: Your Money Map
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Introduction
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Lesson 1: Your Money Attitude
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Quiz: Your Money Attitude
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Lesson 2: Your Money Mindset
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Lesson 3: Creating Your Mindset Document
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Download: Mindset Document
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Lesson 4: Knowing Your Credit Standing
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2
Module 2: Systems
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Introduction
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Setting Up Xero
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Download: Chart of Accounts
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Connecting Your Bank Account to Xero
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[Action] Connect Your Bank Account(s) to Xero
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Connecting PayPal to Xero
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Categorizing Your Spending & Income
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How to treat PayPal transfers
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3
Module 3: Financial Assessment
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Lesson 3: Video
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Lesson 3: Slides
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Lesson 3: Financial Assessment Worksheet
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4
Module 4: Control Your Cash
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Lesson 4: Video
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Lesson 4: Slides
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Lesson 4: Monthly Cash Flow Plan Worksheet
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5
Module 5: Pricing
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Lesson 5: Video
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Lesson 5: Slides
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6
Module 6: E-mail Follow-Up
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Lesson 6: Outline
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Lesson 6: Video
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Lesson 6: Example E-mail Scripts
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7
Module 7: Taxes
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Setting Up Your IRS Account
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Lesson 7: Video
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Lesson 7: Slides
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Download: Form W-9
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