Warm-up
Check yourself
You accidentally paid for a personal dinner with the business card. What's the right fix?
Exercise 1
Open the Books and Write Your Back-Office Rules
About 40 min
Your task
You'll separate business money, choose and set up an accounting app with a Schedule C-shaped category list, and write the access rules every AI helper in this course will follow. You'll finish with working books and a one-page "Back office rules" document.
- Time
- 40 minutes
- You'll need
- Your business bank account details (or a plan to open one), a QuickBooks Online or Wave account (free trial or free plan is fine), Claude or ChatGPT
- Builds on
- Lesson 1
Coaching clients
This course comes with private coaching.
Private coaching with David opens every course here, with a syllabus built around your business. Already a client? Sign in with the email you paid with.