Level 2: The Monthly Roadmap

​You’ve learned to read the map. Now, it’s time to drive the car.

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​You’ve mastered the basics. Now, how do you keep those numbers clean every single month without the engine light coming on? Welcome to the Monthly Roadmap.

​In this 60-minute deep dive, we move from "reading" to "driving." Jackie Dorner will show you the exact habits that separate successful businesses from those just guessing at their bank balance.

​The Dashboard Modules:

• ​Module 1: The Engine Check (Reconciliation) – Why your Balance Sheet is just a guess until you reconcile. Match the bank to the books so you know your numbers are real.

• ​Module 2: Clearing the Dashboard (The Cleanup) – What is "Uncategorized" and why is it a trap? Learn how to fix common data entry "oopsies."

• ​Module 3: Advanced Gauges (Trial Balance & Tax Prep) – We’ll demystify what your CPA actually needs and how to spot deep-level errors.

• ​Module 4: Setting Your Speed (Budgeting) – Stop looking in the rearview mirror. Use your reports to set a reality-based budget for the future.

• ​Module 5: The 5-Step Closing Checklist – Jackie’s proprietary monthly routine to "lock the books" in under 30 minutes.

​Ready to Drive? Or Prefer a Chauffeur?
By the end of this class, you’ll have the tools to handle your own monthly roadmap. However, if you realize you’d rather stay in the passenger seat and let a professional take the wheel, Jackie will share how DornerLand Bookkeeping’s full-service bookkeeping can handle the entire roadmap for you.

​Investment: $49 (includes Workbook)