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Finance & Bookkeeping

Understand your numbers, chase what you're owed, and walk into tax season without dread.

For owners who want their numbers organized and understandable — without becoming an accountant.

8 lessons· 1h 12min total· free certificate
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What's inside — preview any lesson
  1. 01
    Sort Receipts and Expenses in Minutes

    Turn a pile of receipts or a bank statement into clean, reviewable categories using AI.

    9 min
  2. 02
    Understand Your Numbers in Plain English

    Turn a confusing report or spreadsheet into one or two plain sentences you actually understand.

    9 min
  3. 03
    Chase Unpaid Invoices and Get Paid

    Write a polite-but-firm reminder sequence that gets invoices paid without burning the relationship.

    9 min
  4. 04
    Price Your Jobs for Real Profit

    Build a job-costing prompt that reveals whether a price actually leaves you a profit.

    10 min
  5. 05
    See Cash-Flow Trouble Before It Hits

    Spot a tight month coming, weeks before it actually arrives.

    9 min
  6. 06
    Get Ready for Tax Season Without the Panic

    Walk into tax season with organized records and a sharp list of questions instead of a shoebox and stress.

    10 min
  7. 07
    Read a Financial Report Like an Owner

    Understand what the key lines on a financial report actually mean for decisions, not just what they say.

    9 min
  8. 08
    Ask Questions About Your Own Numbers

    Use AI safely to interrogate your own financial data and get sharper at spotting what needs attention.

    8 min

Take Finance & Bookkeeping free.

Full lessons, prompt templates, practice with Alta on your real business — and a certificate when you finish the track.

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