Hope all my U.S. members had a great July 4th weekend - and everyone else had a great weekend too! A few of you have asked for easier access to the templates I've shared throughout the community and courses. To make that simpler, I've added a Financial Models and Templates page to the Classroom where I'll upload all new standalone templates in one place. If a template is already attached to a specific course lesson, it'll stay there (I can't add the same file to both locations). For those looking for the Month-End Close Checklist, I've just uploaded it to the Bookkeeping Best Practices course where it's referenced. Hopefully this makes finding everything a little easier! As always, feel free to DM me if you have any questions.

Thank you to the great Jason Staats for providing these dummy statements! Download and follow along if you'd like. (fyi - the ROU lease schedule mentioned is in the Financial Models and Templates course for those that want it)

Hey, all. Wasn’t able to finish the Tools of the Trade course this week due to work crises. I’ll be headed out of town this weekend for America’s birthday, so I’ll post it next week. Stay safe and have a great weekend everyone!!!

Some of you may have thought this course was just a refresher. Others learned accounting fundamentals for the first time. Tell us what your takeaway is from this course, and make sure to take your next step towards the goal you set when you planted your flag.

Do you think buyers trust cash accounting or accrual accounting more? Support your answer and engage with someone else’s comment to discuss their perspective. This is how you start thinking like a trusted financial advisor.