ENROLLMENT is currently closed

Travel Pros... begin 2023 with your books and tax details done

this bootcamp teaches you how to fast-track your finance$

(EVEN IF YOU'RE NOT A NUMBER$ PERSON)

2-part Bootcamp will take place on

November 11 and 12 ⇨ 12pm Central • 1pm eastern • 10am pacific

6 self-paced learning modules

ENROLLMENT ENDS SOON

Travel Pros... begin 2023 with your books and tax details done

THIS BOOTCAMP TEACHES YOU HOW TO FAST-TRACK YOUR FINANCE$

(EVEN IF YOU'RE NOT A NUMBERS PERSON)

2-PART BOOTCAMP WILL TAKE PLACE ON

NOVEMBER 11 AND 12 ⇨ 12PM CENTRAL

1 PM EASTERN • 10AM PACIFIC

PLUS 6 SELF-PACED LEARNING MODULES

AS SEEN IN

TIRED OF BEING STUCK ON THE "TAX TIME CRUNCH" TREADMILL?

A CLEAR PROCESS, ROUTINE STEPS TO COMPLETE IT, AND A TOOL THAT'S EASY TO USE

IS THE MAIN THING MOST ADVISORS ARE MISSING WHEN IT COMES TO TRACKING FINANCE$...

not more confusing strategies, time-consuming software or surface-level suggestions!

2 Virtual Sessions + Self Paced Course = DONE

2-Part Live Workshop (November 11 & 12)

6 Self-Paced Learning Modules + Bonuses

2 Virtual Sessions + At Your Pace Course = Success

2-Part Virtual Learning on November 11 & 12

Access to Bootcamp 1.06 Learning Modules + Bonuses

Running a business means there are 594 things to do...

and tracking your numbers can quickly land at the bottom of the list...

In order for you to have the peace of mind in your business that you want... you need to

Feel Comfortable Tracking & Managing Money

Know You Are Doing Things In The Right Way

Have Confidence Your Numbers Are Accurate

Understand How to Interpret Your Reports

Know Exactly How Your Business Is Performing

Running a business means there are 594 things to do...

and tracking your numbers can quickly land at the bottom of the list...

In order for you to have the peace of mind in your business that you want... you need to

Feel Comfortable Managing Money
Know You Are Doing Things In The Right Way
Have Confidence Your Numbers Are Accurate
Understand How to Interpret Your Reports
Know Exactly How Your Business Is Performing

This Virtual Bootcamp will help you gain confidence in setting up and maintaining your travel business "books" in 1 hour per week so that you can sell more vacations. All without wrestling with complex accounting software or hiring a pro.

A simple money process allows you to:

Assess profitability all year long
Make clear and confident business decisions
Pinpoint where your business may be "leaking" money
Gain better control over your cashflow
Steer your business to reach higher profits
Move closer to a "Freedom First" lifestyle!

I know you'd love to:

**Ditch the stress during tax time ... Going from Dread to Done!**

Stop wasting valuable time trying to figure out how to crunch numbers and instead focus on what grows your business

Have someone show you the What, When, Why, AND How of tracking your business finances

problem is, there are so many variables that come into play, building a system feels nothing like the easy process it should be.

Who said "financial stuff" had to be so hard, anyway?

It doesn't have to be! In fact, it isn't hard at all.

How would it feel to:

Know your Monthly and Year-to-Date Income and Expenses (Profit & Loss)
Analyze the details of all your expense patterns, and pinpoint potential "leaks"
Drill down to see who you paid, when you paid it, and the amount
Be 100% confident in where you stand based on Profit as well as Cashflow
Ditch scrambling in Q1 - Update your books now and every month after

Hello! I'm Stephanie Cannon

I help Travel Advisors attain higher profitability without hours of number crunching or the need for a finance or accounting degree to do it.

As a former CPA and small business accountant, I've spent many years hands-on with the many intricacies of financial planning, reporting, and using performance metrics, not only from the practitioner's side but also as a small business entrepreneur myself.

I am a firm believer that without clarity around your business numbers, you won't have a clear path to profit. Numbers and data paint a picture. They tell us a story, we simply need to be willing to read it.

Ready to 'graduate' from the Sea of Daily Distractions to the Ocean of Forward Focus?

It all begins with financial clarity and understanding your business from a Numbers perspective...

But first, having a reliable and repeatable process for Knowing Your Numbers is a must!

Donna McGougan

Serafina Travel

“Stephanie's Bookkeeping Spreadsheet System gave me a simple way to finally get it done.”

I am all about systems and tools to save time in my travel business. But for some reason I have always had a mental block about tracking my numbers. [I] finally get it done and most importantly, [can] be consistent! ... Now I have an easy to use system that accurately reflects what's going on in my business.

2-Part Live Workshop, PLUS

Six instructional modules that takes your system from scattered to organized...

without worrying that you missed a step, or implemented it incorrectly.

Perfect For:

Travel Agents • Advisors • Entrepeneurs • Business Owners

anyone who owns a travel business and wants to understand their finances

Perfect For:

Travel Agents • Advisors • Entrepeneurs • Business Owners

anyone who owns a travel business and wants to understand their finances

You're new (or newer) to the travel industry and just don't know where to even start tracking and managing your business finances!

You simply want to better understand the full process of tracking your money so you can then use that information to grow your profitability to a new level.

You're lacking a consistent process that's easy for you to execute, so you avoid it until it HAS to be done.

You've tried to do this before, but it feels like a foreign language. Is this Financialese, or Financial Ease?

You have a system, but feel like it isn't meeting your needs, leaves your more confused, and it's difficult to maintain..

You feel embarrassed to show your tax professional your books because the judgy-vibes are coming through loud and clear... so you put off making an appointment.

Note... this is a 100% Spreadsheet based system.

(If you aren't comfortable with, or willing to use spreadsheets, this isn't the right fit for you!)

Build a financial system that is organized, easy to understand, and most importantly...

provides the right information to help you make strategic business decisions, know clearly,

and with a high degree of certainty, the cashflow and profitability are on target.

When you join the Bootcamp for Travel Advisors You'll Gain Access to the Following:

6 Modules To Help You Be Confident With Your Business Money Tracking

★ Module 1 - Develop Your Profitable Mind

★ Module 2 - Foundations of Travel Business "Books"

★ Module 3 - Demystify the Chart of Accounts

★ Module 4 - Defining Your Business' Money Process

★ Module 5 - Your "Books" In Action: The Step by Step

★ Module 6 - The Results: Understanding Your Financial Reports

Once completed, you'll have the confidence and competence to maintain the "books" for your business with ease.

(Even if you despise numbers).

Let's Explore THE Details of The Core Modules

Module 1: The Profitable Mind

Understand the tangible and intangible elements that make up a good tracking amdn management system. How what we can "see" is influenced by what we cannot see.

When it comes to running a profitable business, it's not all about the marketing, the sales, and the numbers. Those are the tangible components we can see regularly. There is also, a crucial, intangible component that many are not aware of. Simply stated, that's our thoughts, feelings, and words around money.

Module 2: The Foundation

Build a SOLID foundation for your money system with three simple elements that 95% of travel business owners aren't doing.

The foundational work sets the tone for all that builds upon it and it can completely change the game when it comes to your "books". Wouldn't it feel amazing to be completely clear on not only your end goal but also HOW you are going to get there, without second-guessing yourself?

Module 3: The Buckets

Using the right "buckets" can be the difference between confusing reports and those that allow you to make CFO-like decisions in an instant.

Unlike other courses that teach you general concepts, I'll walk you through mapping out your financial "buckets", also known as a chart of accounts, so that it's meaningful and useful for your business. We'll marry tax buckets with decision-making buckets to balance the two.

Module 4: The Outline

Bookkeeping is not a one-size-fits-all approach. It's important to outline the steps that your travel business needs specifically in order to operate efficiently.

This isn’t just a “make your outline” and be done with it module. I'll help you think through not only what applies to you, but HOW BEST to arrange your steps so you’re not having to go back and change things each month.

Module 5: The Process

Strategy and education only carry you so far. Without the step-by-step, tactical process and taking action, you will likely still be left struggling to fully understand and implement what you learned.

I'm going to show you how to make the process flow smoothly. We have several key areas we'll work through to ensure each one is complete and accurate, as well as easy, and understandable.

Module 6: The Reports

Gain meaning from your numbers! Financial reports and your Financial dashboard. Paint a picture of how your business is performing. It's critical to understand these reports in order to make informed decisions.

To truly relish in the fruits of the work, it's essential that we understand how to interpret the summary information in a way that guides us to be more profitable!

Module 1

The Profitable Mind

Understand the tangible and intangible elements that make up a good bookkeeping system. How what we can "see" is influenced by what we cannot see.

Learn how to:

define the core elements of a good bookkeeping system
GET ORGANIZED to MAKE THE WHOLE PROCESS EASIER before you build it
engage your profitable mindset

Module 2

The Foundation

Build a SOLID foundation for your money system with three simple elements that 95% of travel business owners aren't doing.

Learn how to:

set yourself up for success (ensuring that your business is in compliance and "legit"
identify what's important for your business to know
what answers you need to have, so you can build the system to provide those.

Module 3

The Buckets

Using the right "buckets" can be the difference between confusing reports and those that allow you to make CFO-like decisions in an instant.

Learn how to:

list out the types of income and expenses you routinely have
identify the items you want to monitor closer
Map each item to the appropriate "bucket"
construct an organized chart of accounts that will satisfy tax requirements AND facilitate decision-making

Module 4

The Outline

Bookkeeping is not a one-size-fits-all approach. It's important to outline the steps that your travel business needs specifically in order to operate efficiently.

Learn how to:

identify the components that apply to your business
build an outline that will make your monthly process feel like a cinch
ARRANGE YOUR tasks in a logical order (YES THERE ARE MULTIPLE WAYS TO DO this!), and create your checklist

Module 5

The Process

I'm going to show you how to make the process flow smoothly. We have several key areas we'll work through to ensure each one is complete and accurate, as well as easy, and understandable.

Learn how to:

expand your outline and fill in your action steps
understand how to reconcile your accounts
Keep documentation and records like an expert

Module 6

The Reports

To truly relish in the fruits of the work, it's essential that we understand how to interpret the summary information in a way that guides us to be more profitable!

Learn how to:

learn to read your Profit & Loss statement
understand what items impact the Balance Sheet
know how the transactions you record flow through to each report

Module 3

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even with those 6 Modules...

There are still additional uncertainties that show up

and threaten to derail your efforts.

Module 4

Module 5

Module 6

...all for only $297 until April 5th

...So I added a few extras...

Bonus 1

The Success Bundle includes key resources designed to aid in your success.

Bonus 2

The comprehensive Tax Prep Kit

is a game changer!

Bonus 3

Not sure what to track for tax purposes?

These templates will help.

Bonus 1

The Success Bundle includes key resources designed to aid in your success.

Jump Start Checklist: Don't miss a beat
Business Entity Comparison: To help you choose the best option
Software Comparison: Quick Compare to help you decide
Expanded Documentation & Record Keeping Tutorial

Bonus 2

The comprehensive Tax Prep Kit is a game changer!

Important Tax Updates for 2022
List of the most commonly overlooked business deductions
2023 Tax Filing Dates
2023 Quarterly Tax Payment Dates
Tax Time Cheatsheet so that you are prepared to meet with your Tax Pro

Bonus 3

Not sure what to track for tax purposes? These templates will help.

Asset Purchases
Mileage Tracker
Trip Expense Report & Documentations
FAM Documentation Requirements
And more!

virtual bootcamp

standard

enrollment

VIP ENROLLMENT

2-PART LIVE WORKSHOP (NOV 11 & 12)

6 SELF-PACED LEARNING MODULES

PROFIT TRACKING SPREADSHEET SYSTEM

WORKBOOKS, CHECKLISTS, AND OTHER RESOURCES

BONUS: BOOTCAMP SUCCESS BUNDLE

BONUS: TAX PREP KIT - 2022 EDITION

BONUS: TAX TIME TEMPLATE BUNDLE

VIP: PERSONALIZED CHART OF ACCOUNTS AUDIT

VIP: 60 DAY EMAIL SUPPORT - DIRECT FROM ME*

*Email Support available Mon - Fri during normal office hours. 60 day period is 11/15/22 - 1/15/23

Spreadsheet System Sneak Peak

Simple, Functional, Fast + Reports You Need

This isn't your Grandma's Spreadsheet!

100% Spreadsheet based
Dashboard & Report Views
Profit & Loss Reports by Month, Quarter, Year-to-date, and Total
Tax Time Information
Easy Transaction Import
Simple "leak" detection
Customizable "Category"
Accuracy Checks
No Bookkeeping software needed
No Accounting lingo required

Inside the Virtual Bootcamp You'll Receive:

✅ live bootcamp (Value $197)

✅ The PROFITABLE MIND (Value $97)

✅ The Foundation (Value $97)

✅ The Outline (Value $197)

✅ The Buckets (Value $147)

✅ The Process (Value $247)

✅ The Reports (Value $97)

✅ The spreadsheet system (Value $497)

Plus Receive these Bonus:

🌟 Your 30-Day Plan & Jumpstart Checklist (Value $97)

🌟 Tax prep kit - 2022 edition (Value $497)

🌟 BUSINESS TYPE COMPARISON CHART (Value $37)

🌟 BOOKKEEPING SOFTWARE COMPARISON (Value $37)

🌟 RECORDS & documentation system (Value $97)

🌟 Know your numbers challenge recordings (Value $47)

Total Value = Over $2,600

~~Regular Price For This Bootcamp = $797~~

Today's Price $297 (Regular Bootcamp)

Yes! I'm Ready To Take Control of my $$

(Payment Plan Available at Checkout)

For an additional $100, UPGRADE TO VIP AND RECEIVE:

Everything Included in the Standard Enrollment Plus

A Chart of accounts audit • Individualized to your business

60-Day Email Support • Direct from Me

Total Value = Over $2,900 !

VIP Enrollment $397

Yes! I'm Ready To Go VIP!

(Payment Plan Available at Checkout)

virtual bootcamp

standard

enrollment

2-PART LIVE WORKSHOP (NOV 11 & 12)

6 SELF-PACED LEARNING MODULES

PROFIT TRACKING SPREADSHEET SYSTEM

WORKBOOKS, CHECKLISTS, AND OTHER MATERIAL

BONUS: BOOTCAMP SUCCESS BUNDLE

BONUS: TAX PREP KIT - 2022 EDITION

BONUS: TAX TIME TEMPLATE BUNDLE

VIP ENROLLMENT

All Standard Enrollment Inclusions

PLUS

VIP: CHART OF ACCOUNTS AUDIT

VIP: 60 DAY EMAIL SUPPORT

“the Bookkeeping Spreadsheet System is so simple to use”

I don't normally track any sort of financial numbers in my business--I know, cringe! But the sheets helped me to implement a system that I'm working to make a monthly routine in my business. It was simple to start uploading my income and expenses on the sheet, and then once loaded, was pretty neat to see where my business financials were at. I'm very excited to utilize this for future planning, as well.

Rita M. Perez

RitaVentures, LLC

Your Questions Answered

Why not have my accountant do this for me?

While accountants and bookkeepers can certainly perform this task for you. That is what they are experts in. However, there is a cost to having someone take care of your bookkeeping on a routine basis. Many times the cost exceeds what travel advisors are willing to pay on an ongoing basis.The Bookkeeping Bootcamp is designed to teach you not only the foundations, but also walk you through the entire process from Outline to Execution (using a spreadsheet). Even if you aren't planning to use the spreadsheet system, the knowledge you gain about the complete process will help you more fully understand how bookkeeping software works.

What will I learn that I can’t find on my own?

You could absolutely take the time to research and learn accounting/bookkeeping and money tracking methods on your own. For many, there is a steep learning curve, setup time, and the need to be very comfortable creating spreadsheets with complex formulas or setting up an online bookkeeping system with little guidance.Or you can join this Bootcamp and have that taken care of for you. With thorough explanations and report walkthroughs (without the accounting jargon), the exact process you need for your business, along with a well-designed spreadsheet and step-by-step instructions to properly implement this immediately.

How is the content delivered?

2-part live workshop (held on November 11 and 12) plus pre-recorded content inside a Training portal. You will receive immediate access to the Bootcamp upon purchase. I deliver content through slides, video, audio, and written content. As a reminder, Modules 1 and 2 are currently available. The remaining modules will begin releasing starting November 15th.

How long will it take me to build my process using the Bootcamp?

In addition to the 2 live sessions on November 11 and 12, the Bootcamp is designed to be your guide WHILE building your process and system. You could easily get through all six sections in a week if you put your mind to it. Most people juggle their travel business while implementing this system so that's what takes longer. Reminder: Modules 1 and 2 are available now. The remaining 4 modules will release one at a time starting on November 15th. Realistically you could complete everything one week at a time!

What if I don't have the time now?

No worries. Everything is on-demand and the live portion will be recorded and available for you. You'll gain access to a member's portal to access the material on your own time. Note: The first 2 modules are available now. The remaining modules will release starting on November 15th. The 2 live sessions will also be available on the 15th.

When can I start the Bootcamp?

The Live Bootcamp is being held on November 11 & 12 via Zoom. The on-demand portion will be available inside the learning portal. Modules 1 and 2 are currently available. The remaining modules will begin releasing on November 15th.

How long do I have access to the course?

You will have lifetime access to the Bootcamp.

Will you teach me how to use Quickbooks?

I do not cover how to set up Quickbooks, or any of the other software solutions. I do, however, demonstrate the lessons using the included Bookkeeping Spreadsheet System.

Will I get any support?

The live sessions will have amble Q&A Time. This program doesn't have a private Facebook group, however, by joining VIP you will have 60-day email support to ask your questions. Should be become stuck and hit a roadblock even after you've watched the video training, contact at hello@withstephaniecannon.com for assistance.

Is there a guarantee?

My premise is that by enrolling in Virtual Bootcamp you will have the tools and steps to track and manage your numbers in 1 hour per week. And in addition, have a better understanding of, and be more confident in, relating to your business numbers. If for any reason you cannot get your process organized, on paper, and into a useable routine within 60 days, I will work with you to reach an acceptable outcome.

Your Questions Answered

Why not have my accountant do this for me?

The Bookkeeping Bootcamp is designed to teach you not only the foundations, but also walk you through the entire process from Outline to Execution (using a spreadsheet). Even if you aren't planning to use the spreadsheet system, the knowledge you gain about the complete process will help you more fully understand how bookkeeping software works.

What will I learn that I can’t find on my own?

Or you can join this Bootcamp and have that taken care of for you. With thorough explanations and report walkthroughs (without the accounting jargon), the exact process you need for your business, along with a well-designed spreadsheet and step-by-step instructions to properly implement this immediately.

How is the content delivered?

How long will it take me to build my process using the Bootcamp?

What if I don't have the time now?

No worries. Everything is on-demand and the live portion will be recorded and available for you. You'll gain access to a member's portal to access the material on your own time. Note: The first 2 modules are available now. The remaining modules will release starting on November 15th. The 2 live sessions will also be available on the 15th.

When can I start the Bootcamp?

How long do I have access to the course?

You will have lifetime access to the Bootcamp.

Will you teach me how to use Quickbooks?

I do not cover how to set up Quickbooks, or any of the other software solutions. I do, however, demonstrate the lessons using the included Bookkeeping Spreadsheet System.

Will I get any support?

Is there a guarantee?

Inside the Virtual Bootcamp You'll Receive:

✅ live bootcamp (Value $197)

✅ The PROFITABLE MIND (Value $97)

✅ The Foundation (Value $97)

✅ The Outline (Value $197)

✅ The Buckets (Value $147)

✅ The Process (Value $247)

✅ The Reports (Value $97)

✅ The spreadsheet system (Value $497)

Plus Receive these Bonus:

🌟 30-Day Plan + Getting started checklist (Value $97)

🌟 bookkeeping SPREADSHEET system (Value $497)

🌟 tax pre kit - 2022 edition (Value $497)

🌟 BUSINESS TYPE COMPARISON CHART (Value $37)

🌟 BOOKKEEPING SOFTWARE COMPARISON (Value $37)

🌟 RECORDS & DOCUMENTATION SYSTEM (Value $97)

🌟 Know your numbers challenge recordings (Value $47)

Total Value = Over $2,600

~~Regular Price For This Bootcamp = $797~~

Today's Price $297 (Regular Bootcamp)

or $397 (VIP Enrollment)

Yes! I'm Ready To Take Control of my $$

I Want To Go VIP!

(Payment Plan Available at Checkout)

Are you ready to know your numbers without the guesswork?

"My normal financial tracking before meant scrambling during tax time to check all the accounts and invoices at the last minute. I would avoid doing this, as well, as the experience is not pleasant and normally takes hours to complete. With this System, I'm now able to be on top of the finances, stay organized, and have a better overview of what's actually happening in my travel business".

“...with her step-by-step guidance and amazing resources, I know how... It’s no longer just a concept.”

- Anne Berry - Travel advisor

It's YOUR turn

to build a tracking system that will allow you to grow your profitability by
giving you the foundations to make sound business decisions by the numbers.

How many times have you pushed this aside, only to come down with sheer panic when you realized taxes were due in a week and there were ALL 12 MONTHS of numbers to update?

How many times have you VOWED to be more consistent with tracking your numbers? Things got busy and with no harmful intention, it slipped to the bottom of the list?

Maybe you began the year on a high! Goals written down, committed to yourself, and then those old habits came sneaking back in, only to sidetrack you AGAIN?

All of these reasons and more might be why you haven’t reached your profit goals yet,

or are feeling nervous to dive in with the Virtual Bootcamp.

It's YOUR turn

to build something that will allow you to grow your profitability and
give you the foundations to make sound business decisions by the numbers.

How many times have you pushed this aside, only to come down with sheer panic when you realized taxes were due in a week and there were ALL 12 MONTHS of numbers to update?

How many times have you VOWED to be more consistent with tracking your numbers? Things got busy and with no harmful intention, it slipped to the bottom of the list?

Maybe you began the year on a high! Goals written down, committed to yourself, and then those old habits came sneaking back in, only to sidetrack you AGAIN?

All of these reasons and more might be why you haven’t reached your profit goals yet,

or are feeling nervous to dive in with the Virtual Bootcamp.

Let this day be the last day you ever have any of those

"why can't I get my sh*t together with my business finance$?"

sinking feeling EVER AGAIN.

Get the Bootcamp at $297 for a Limited Time, and fast track your number$ by Tax Time!

(Once and for ALL!)

Inside the Virtual Bootcamp You'll Receive:

✅ live bootcamp (Value $197)

✅ The profitable mind (Value $97)

✅ The Foundation (Value $97)

✅ The Outline (Value $197)

✅ The Buckets (Value $147)

✅ The Process (Value $247)

✅ The Reports (Value $97)

✅ The spreadsheet system (Value $497)

Plus Receive these Bonus:

🌟 30-Day Plan + Getting Started Checklist(Value $97)

🌟 tax prep kit - 2022 edition (Value $497)

🌟 BUSINESS TYPE COMPARISON CHART (Value $37)

🌟 BOOKKEEPING SOFTWARE COMPARISON (Value $37)

🌟 RECORDS & DOCUMENTATION SYSTEM (Value $97)

🌟 know your numbers challenge recordings (Value $47)

Total Value = Over $2,600

~~Regular Price For This Bootcamp = $797~~

Today's Price $297 (Regular Bootcamp)

or $397 (VIP Enrollment)

Yes! I'm Ready To Take Control of my $$

Yes! I'm Ready To Go VIP!

(Payment Plans Available at Checkout)

Not sure if this bootcamp is for you?

30-Day Bootcamp Guarantee

Enroll in the Virtual Bootcamp, if after 30-Days you build your Money Management Process, use the spreadsheet and you cannot get it to work, we’ll get on a 1:1 call and make it work for your business. Due to the live nature of this Bootcamp, no refunds will be issued once the virtual sessions have begun.