Comprehensive self-review for bookkeepers

Comprehensive Self-Review Course for Bookkeepers

Master this foundational approach for reviewing your own (and others') work.

Learn this proven, methodical, top-to-tail system for reviewing your own bookkeeping work. This program is foundational for filling in the gaps in your bookkeeping knowledge and skills and sets you up to deliver top-notch service.

Who this course is for:

Self-taught bookkeepers who may be unsure or outside of their scope and experience
Bookkeepers who have taken on a messy client and aren’t sure where to start
Graduates of college bookkeeping programs or software certifications who are seeking to transform their education into real-world skills
Experienced professionals who are new to the mechanics of bookkeeping work and desire a systematic approach to review the information flow
Business owners and non-profit leaders who are committed to solid processes for managing their own bookkeeping
Business owners who like and trust their bookkeepers, but want to help fill in the gaps in their skills, knowledge, and processes
Leaders of bookkeeping teams who want a reliable method for that will uplevel staff skills

Why Now? Stay Adaptable

As automation and AI take care of more of the mundane details of bookkeeping, it is crucial to verify that the information is flowing correctly. Learn to verify the information instead of simply trusting the results.

Understand the Flow

There is a big gap between knowing how to use certain functions in the software and being confident that the bookkeeping is complete and correct. Gain confidence by understanding how the information flows from the functions to the reports.

We're Human

Errors happen and we all make mistakes. Instead of hoping you’ve done things right, learn a systematic approach that puts every transaction in front of your eyes in an efficient manner.

Gain the tools:

To review your own work and identify errors and open items
Identify new areas that require more information from your clients
Understand how the information flows from bookkeeping functions onto the main financial statements
Double-check the books at year-end (or anytime) and get them ready for submission to tax preparers or other audiences

When to use this process

When taking on a new client, to assess the state of affairs, where to start, and the level of mess and/or complexity involved
When reviewing your employee or contractors’ work, to uncover gaps in the information and to identify what else needs to be addressed
When preparing for financial statement review meetings with your clients. This method reveals any caveats to mention and exposes what’s missing, what still needs work, and what may need clarification from them
When getting ready to turn books in for taxes
When getting reports ready for other external parties such as lenders, investors, buyers, etc
When you are doing your own books, for your own business I personally use this process for Gibson Insight’s books several times a year. And nearly every time, I find something that needs attention.

Kristin L. Bailey J.D., LL.M. (Taxation)

I am grateful for Steph’s time, expertise, and teaching. With Steph’s help, I’ve quickly learned to navigate and manage my books and it's no longer a black hole of intimidation. It took far less time than I expected to get to a really solid place.

Amanda Bierma, Project Specialist

This is exceptionally helpful. I’ve tried to learn from other people and it hasn’t gone as well. I’m getting so much out of this.

Choose a pricing option

$650

Pay once, use the knowledge for all of your clients

Take the course at your own pace, working through your bookkeeping files in real time.

The video modules talk you though the mindset, context, common issues, and helpful approaches to each area of the foundational financial reports. The companion downloads help you keep track of the questions, topics, and items that you unearth.

The Encapsulation Master Summary Reference Guide is your evergreen go-to as your turn to this process again and again as your client roster grows.

Steph Gibson

President, Gibson Insight Co

MPAcc, Professional Accountancy, Montana State University

Co-Founder, Funky Town, BRC

Past Treasurer, Suffer Out Loud

I've been in the accounting and bookkeeping profession since 2002. In that time I've taught countless bookkeepers, managers, and business owners how to simplify and systematize their bookkeeping. Much of that expertise is distilled in this fundamental, systematic approach to reviewing any set of books. I am sharing this knowledge in order to help you build upon your success in the dynamic modern bookkeeping landscape.