Learn / Webinars
Learn live, with your questions answered
Free 30-minute sessions run in the real product — no slides. Save a seat, or read the recap if the time doesn’t work.
Upcoming live sessions
On the calendar
Your first 30 days in Bokeping
Set up your company, enter opening balances, import your contacts, and send your first invoice — the whole first month, done live in half an hour.
Bank feeds and a clean reconciliation
Connect a bank through Plaid, sort a week of transactions with rules and suggestions, and finish with a reconciliation that ties to the statement.
Reading your reports: P&L, Balance Sheet, Cash Flow
The three statements in plain English — what each one answers, the three numbers to check monthly, and how they fit together. Bring questions.
Recordings are being edited.We record every session, and polished replays are on the way. Until they’re live, each past session below has a written recap that covers the highlights — and links to the deeper material.
Session recaps
What we covered last time
Cash vs. profit: why good months feel broke
We walked through a real-shaped example — a $9,200 profit month ending with $1,400 in the bank — and traced where the cash was hiding: unpaid invoices, inventory, and loan principal the P&L never shows. The session closed with the ten-minute weekly cash check most attendees said they’d start that week.
Read the full write-upMonth-end in 15 minutes, live
A start-to-finish close on a demo company, against the clock: clear the feed, reconcile, chase open invoices, read three numbers. It came in at 14:20 — and the Q&A surfaced the real secret, which is the ten minutes of sorting twice a week that makes the fifteen possible.
Follow the step-by-step guideInvoice habits that get you paid faster
Same-day invoicing, shorter terms, online payments, and a reminder schedule that runs itself. We compared the timelines side by side: the same $5,000 invoice arriving in 12 days instead of 38, purely from removing friction. No negotiation tactics required — just fewer reasons to wait.
Read the habits postSwitching without losing your history
How to leave spreadsheets or QuickBooks with your history intact: pick a clean switch date, export everything first, import by CSV or QBO, and anchor the opening balances. The most-asked question — “do I have to re-enter everything by hand?” — got the answer it deserved: no.
Follow the switching guideReading the balance sheet without fear
We took the report everyone skips and walked it line by line on a demo company: what you own, what you owe, and what’s left. The whole page turns on one identity — assets equal liabilities plus equity — and the biggest aha was that money customers owe you is an asset you still can’t spend. By the end, attendees could answer “could this business survive a bad month?” from a single page.
Start with the P&L companion postSwitching from spreadsheets — the live import
One volunteer, one genuinely messy spreadsheet, thirty minutes. We exported it to CSV, mapped the columns, and watched the import flag the problems on the way in — a date column in two formats and one duplicated row — instead of burying them. Contacts, invoices, and bank history landed intact, and opening balances anchored the books to a clean starting line. Nothing was retyped by hand.
Follow the import checklistCome with questions, leave with clean books
Every session runs in the real product on a real-shaped company. Start free before you attend and follow along in your own account.
Ready to know your money?
We’re ready when you are. Free to start, up and running in minutes.