A practical financial toolkit designed to help new business owners track their money, stay organized, and prepare for taxes. This toolkit provides templates, checklists, and guides to help entrepreneurs: • Track income and expenses • Understand their business finances • Stay organized for taxes • Build strong financial habits early These resources are designed for DIY bookkeeping and financial organization, especially for service-based businesses, freelancers, and independent contractors.

Perfect for side hustlers not ready for QBO. Live 1 hour1:1 Session with Dr. Bryan Raya includes • Simple bookkeeping system using Google Sheets • Income tracking • Expense tracking • Profit summary • Tax estimate tracking Assets included • Small Business Income/Expense tracking sheet • Basic Profit Calculator • DBR Monthly Bookkeeping Checklist

Best for: brand new businesses Includes • 1 hour guided setup with Dr. Bryan Raya • Connect bank account • Basic chart of accounts • Sales categories • Expense categories • Basic QBO walkthrough Client leaves with • Working bookkeeping system • Categorization structure • Know how to record income/expenses Assets included • QBO 7 Step Checklist QBO Setup • QBO Bookkeeping Checklist • Expense category cheat sheet • Monthly bookkeeping checklist Let's start Doing Business Right!

Best for: clients who already have QBO but are confused. Session topics • Categorizing transactions • Reconciling bank accounts • Creating reports • Tracking owner pay • Avoiding common mistakes Assets included • QBO training workbook • Categorization examples • Video replay of training Let's start Doing Business Right!

One of the most valuable sessions. Topics: • What documents CPAs need • What to track during the year • What expenses are deductible • How to avoid tax surprises • Estimated taxes Assets • Tax Prep Checklist • Small Business Deduction Guide • CPA Questions Cheat Sheet • Year-end Financial & Tax Preparation Checklist

Learn the basics of bookkeeping for small businesses! 8 Modules with video tutorial sessions by Dr. Bryan Raya. -Why Bookkeeping Matters -Understanding Bookkeeping Basics -Setting up your Finances -Tracking Income & Expenses -Managing Cash Flow & Common Mistakes -Tax Basics for Small Business Owners -When to Use Bookkeeping Software -Final Action Plan - Your Next Steps Includes 30 minute consultation call with DBR to answer any questions! Let's start Doing Business Right!

Learn the Basics of QuickBooks Online 9 Modules of video tutorials by Dr. Bryan Raya -Intro to Quickbooks Online -Setting Up QuickBooks Online -Categorizing Income & Expenses -Creating & Sending Invoices -Managing & Tracking Expenses - Understanding & Running Key Reports -Bank Reconciliation -Troubleshooting & Common QBO Mistakes -Next Steps & How to Get More Help

A Mini-Course to Help Service Providers Diagnose & Overcome Their #1 Business Constraint 🎯 Course Objective By the end of this course, entrepreneurs will: -Identify their #1 constraint from 6 common growth blockers -Understand how that constraint is showing up in their business -Get actionable strategies + tactics to break the bottleneck -Know when it's time to book a call with Dr. Bryan Raya for mentorship or bookkeeping help Let's start Doing Business Right!

5 Core Resources for Service-Based Entrepreneurs 🎯 This vault is built for service providers who want to sell with confidence, clarity, and integrity — even if you’ve never sold before. 5 Exclusive Resources Sales Call Self-Audit Worksheet Sales Flows: Old way vs New Way Diagnose → Prescribe → Close Framework Personal Reflection Prompts Objections Handling Guide Include a Bonus! Sales Call Builder Template: A tactical worksheet to structure your sales calls and close with confidence.

Doing Business Right GPT is your personalized AI business consultant, inspired by the expertise and values of Dr. Bryan Raya—veteran, educator, and founder of DBR Bookkeeping. Built specifically for service-based entrepreneurs and small business owners, this GPT helps you streamline your finances, sharpen your operations, and scale with confidence.

Goal: Train bookkeepers to think like investigators, not data entry clerks. Bookkeepers must learn to ask: What should this number be? Why does this not match? What transaction caused this problem? What is the simplest explanation? Think of this program as developing: Observation Pattern recognition Root cause analysis Decision making under uncertainty

Struggling with content creation?!? Do you want to be able to create thousands of type of content that is all fresh, engaging, and caters to your audience? Here is a single course created by DBR that breaks down the types of content you can make for your business. This course breaks the 10 types of content with various examples, handouts and worksheets for you to be a CONTENT MASTER! This is a simple course that anyone can do and requires no tech skills. Let's start Doing Business Right

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