Get the CLARITY You CRAVE – in Your Books and Your Business
Simplify your finances and accelerate your results
Understand Your Business Finances | Set Your Business Up For Success | Grow With A Plan
Starting a health business is already tough…then add business finances and taxes to the mix.
Don’t let your business finances keep you up at night–set your business up right from the start.
But you do need to know the basics to get clear on your specific financial needs.
You need to know where your money is coming from, and where it’s going, so you can make bold decisions for scaling your biz.
This is what Chillbooks™ is all about. Jami Monte, CPA created this small business bookkeeping course to empower you to embrace your financial potential. You’ll not only learn how to master QuickBooks™ – you’ll discover the confidence and clarity you need to grow your biz with a whole lot more chill.
You don’t need to be a professional bookkeeper in order to be a successful business owner.
You won’t find stuffy accounting advice here. Chillbooks™ is a small business bookkeeping course designed to help you cut down on your to-do list and your cortisol levels.
Short, actionable and binge-able video lessons (with QuickBooks specific bookkeeping training) that will get you working magic in QuickBooks™ in no time
Workbooks and cheat sheets that will have you excited to dive into your books.
A recommended schedule for completing the lessons over 12 weeks at a slow, manageable pace (because We know you’re busy running a business).
Our Customers Say
LESS MULTI-TASKING in your business. MORE MULTI-FIGURES on your paycheck.
Education
Learn the foundation of business bookkeeping and finances so you can confidently grow your health business
SUPPORT
A virtual group Onboarding Call with Jami. Get instant access to the recording from our last onboarding call and access to the next LIVE one happening in fall 2024
STRATEGY
Minimize and forecast your tax billminimize and forecast your tax bill
Introducing The CPA Who Doesn’t Do Your Taxes…
Jami Monte, CPA - Chillbooks™ founder
Like you, I wanted more from my career. I loathed the idea of ending up in a stuffy accountant’s office, surrounded by grey walls, completely burnt out after another tax season. I wanted to carve my own path—one where I could ditch the status quo of the industry, work with clients I vibed with, and make a real impact.
But as I started dabbling in tax returns to build my practice, I discovered a gap in the system. My fellow entrepreneurs were coming to me for the wrong reasons…
They thought they needed help filing their taxes to ditch their financial anxiety. But what they really needed was help organizing their numbers and understanding their financial responsibilities.
So, I made it my mission as a self employed accountant to provide the foundational bookkeeping training every entrepreneur needs to succeed — much of which is based on my own entrepreneurial experience.
This course covers all of the issues you’re likely to encounter when it comes to running a profitable business – but you get to learn the easy way. (In other words, I made the mistakes first, so you don’t have to.)
So, what do you say we do this together?
Imagine how much more chill you’d feel if you knew your numbers were taken care of. If you knew exactly where your dollars were coming from and going each month. If you knew you could pay off that $20k tax bill with confidence.
In this Canadian small business bookkeeping course, you’ll walk away from this course with a firm understanding of QuickBooks™ and an optimized set-up that will help you automatically track your sales and expenses (goodbye, unnecessary spreadsheets).
You’ll learn how to forecast your Canadian tax bill so you know exactly how much of that hard-earned money is actually yours to keep.
And even if your goal is to eventually hand off your bookkeeping to a professional this course is a necessary first step in setting you up with the foundational financial skills that will support you for life.
If you want to feel in control of your finances, you need to take control just like you’ve done in every other area of your business up to this point.
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“Tyagi Group has taught me more about money, business planning, and taxes than anyone else–ever!”
“I have never felt so comfortable when learning about taxes and money management. Their training made sense for my profession, my goals, and my current needs. I learned so much and feel newly confident about money management and planning. They have taught me more about money, business planning and taxes than anyone else - ever!”
Maxine B. | Psychotherapist
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“I can’t recommend this program enough!”
“I enrolled in their program to get a better understanding on tax write offs and budgeting - I learned a ton about both topics, and so much more. I can't recommend their program enough, especially to newbies like myself, or to anyone who wants to learn the nitty gritty of the accounting side of their business (which should include everyone!) Do yourselves a favour - invest in them now for the long-term gain, I promise you will NOT be disappointed!”
Georgia C. | Personal Trainer
Invest in your business and your future
You can spend thousands on fixing an improper bookkeeping or miss out on thousands from optimized tax deductions.
Or, you could invest in Chillbooks™.
You’ve got questions? We’ve got answers.
I’m not sure if I should do this myself or outsource it. +
Spoiler alert: you can’t outsource your role as the CEO (unless you’re Steve Jobs, that is.)
Whether you end up outsourcing or doing your books yourself, the skills that are taught in this program are invaluable for the long term financial health of your business.
Often once clients have their monthly process in order, they don’t see the value in outsourcing. Or if they have a high volume of transactions they might delegate one or two of their monthly tasks to an assistant rather than hiring a bookkeeper.
Alternatively, we’ve had clients have their assistant complete the course with their oversight, of course. This is also an excellent option that ensures (1) you understand your numbers (2) your system is set up according to what you want to see and (3) your system aligns with your internal workflows.
If you’d like advice on your specific situation send us an email to hello@tyagigroup.ca and we can give you more specific advice around outsourcing vs. not.
I am just starting my buisiness, is it too soon to join? +
The earlier you set up your books, the better. Especially if you plan on growing your business, having a structure set up from the very start is important. Your future self will thank you.
I already have quickbooks, am I still going to find vaue in this course? +
Absolutely. With these comprehensive QuickBooks training videos you’ll understand and tweak what you’ve already set up to optimize your monthly process.
What is the time commitment? +
This course was created for busy entrepreneurs so the videos and course content are actionable, and straight to the point.
There is a suggested schedule that will take you approximately 1 hour per week over 12 weeks. However, you can stretch the timeline out however you see fit (even over a year if you’d like!). The beautiful thing about setting up your bookkeeping system properly, is that even if you do part of the set up and don’t work in the system for a little while, the structure is already there doing some of the work for you.
If you have a backlog to work through – budget some extra time to get caught up! And ofcourse – the sooner you sign up the less time you’ll spend on the backlog because you’ll start to have the system downloading transactions and working behind the scenes for you!
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