On-Demand Event

Bookkeeping 101 for Independent Financial Advisors

There are some universal truths in life, like the fact that most financial advisors HATE bookkeeping. In fact, many consider it their most dreaded task. (There’s even data to back that claim up.) Sure, when stacked against everything else you get to do as a financial advisor, bookkeeping isn’t the most fun, or glamorous, or rewarding. But you know what it is? 100% necessary. At the end of the day, however much you may “dread” bookkeeping, it’s absolutely essential for running a successful financial planning practice. Join bookkeeping expert and Director of XY Bean Counters, Dan Keslin, for a crash course in bookkeeping basics. He’ll cover the top tips for setting your books up for success, common bookkeeping pitfalls to avoid, and the costs and benefits of outsourcing your bookkeeping.


Listen in as Dan shares his expert advice on:

  • Why you need to maintain your books
  • Setting up your books correctly
  • Assets, Liabilities, Equity, Income, and Expenses
  • Fundamentals of Bookkeeping
  • Things to Avoid


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