Mastering Excel for Bookkeeping: A Two-Part Webinar Series
Are you a small business owner struggling to keep your books in order? Many entrepreneurs find bookkeeping overwhelming, but with the right system, it doesn’t have to be. In this two-part webinar, We Rise Business Solutions will show you how to transform Excel into a powerful and affordable bookkeeping tool—giving you the confidence to manage your finances and make better business decisions.

What You’ll Learn:
?? Part 1: Laying the Foundation (September 15, 2025)
• Why separating business and personal finances is critical
• Understanding key terms: break-even, profit, and loss
• How to use your bank statements to build your books in Excel
• Converting statements into Excel using AI tools
• Using the We Rise Bookkeeping Template to stay organized
• Creating Pivot Tables to build your first Profit & Loss Statement
Between sessions, participants will practice these skills and bring questions and files to Part 2 for live troubleshooting and guidance.

?? Part 2: Expanding Your Bookkeeping Toolkit (September 22, 2025)

• Recap of Part 1
• How to complete Bank Reconciliations in Excel
• Tracking Cash Flow to stay on top of your business finances
• Building a Simple Balance Sheet
• Adding charts, visuals, and analysis tools for deeper insights
• Month-end best practices to keep your books accurate year-round

Who We Are
We Rise Business Solutions is a full-service financial consulting firm dedicated to helping entrepreneurs—especially those from underserved and small business communities—build strong financial foundations. We are experts in accounting, bookkeeping, tax preparation, tax planning, and business automations. Our mission is to provide the tools, knowledge, and support business owners need to rise, thrive, and grow.

By the end of this series, you’ll have not only a functioning Profit & Loss Statement, but also the skills to maintain accurate books and make confident financial decisions—all with Excel.