Online Classes
 

What's available?

Master Your Money

Are you tired of spending hours on your bookkeeping every month?  Learn how to manager your money in one hour a month with this self-paced eCourse.

 

With this training you'll learn how to properly set up your QuickBooks Online account, link your bank and credit card accounts, invoice customers, pay vendors, reconcile accounts and read AND understand your financial reports!  If you've been using QuickBooks Online but aren't sure you're as efficient as you could be, this series is for you.  Bite size modules will help you get comfortable with one area at a time and see how it all fits together. 

 

Stop dreading your bookkeeping and get ready to feel empowered!

 

Save time AND your sanity.

10 Modules.  Ready when you are.

 

Cost: $299

Business Basics

Are you thinking about starting a business?  Or maybe in your first year?  You don't know what you don't know -  and that can be costly.  In this 6-week training, we'll cover all the tripping hazards so you can navigate entrepreneurship safely.  This course is taught in 1-hour segments over a 6 week period and includes information that is relevant and easy to digest.  Join a few fellow solopreneurs live via Zoom and proceed on your journey with confidence.

Here are some questions we'll be answering:

 

How do I choose my entity type and legal structure?

What kind of insurance do  I need?

What should I know about business finances?

How do I stay organized?

What do I need to manage the back office?

Should I be promoting my business on social media?

Which platforms?

Where do I begin with marketing?

Cost: $497

QuickBooks Online: Level 1

The Level 1 training series is designed for the business owner who understands the value of business finances but really isn't sure where to start.  They “should” on themselves, thinking, I should understand this.  I should know where my money is going.  I should understand if my business is profitable.  They close it out and decide to ignore it for another couple of months.  Maybe it’ll make sense then.

During our 4 1-hour sessions taught live via Zoom, this person will gain knowledge and confidence and enjoy the camaraderie and commiseration of fellow business owners in the same exact situation.

New classes start every week so if this sounds like you, look no further, help has arrived!  Each session is 1 hour and includes 45 - 50 minutes of content and 10-15 minutes of Q&A so you an get your most pressing questions answered.  What's covered? Here are the highlights:

 

Choosing your Subscription Level

Setting up your New Online Environment

Tools and Navigation

Connecting your Accounts

Categorizing Transactions

Accounts Payable

Bank and credit card reconciliation

Basic Reporting

Understanding your Financial Reports

Best Practices
 

 

Cost: $249

QuickBooks Online: Level 2

The Level 2 training series is designed for the business owner who is comfortable with the basics of QuickBooks Online.  They categorize transactions, reconcile accounts and review their Profit and Loss with minimal discomfort.  Now they’re interested in seeing what else this system can do.  They’d like to start invoicing out of it and maybe even receive payments online so they don’t have to deposit checks anymore.  They want to keep track of who owes them money and have a professional way to follow up when someone is late on payment.  They’d love to find ways to be more efficient and reduce the amount of time they spend on their bookkeeping each month. They are most interested in learning how to budget and how to use the information to take their business to the next level.
 

This series is taught in 1-hour sessions over a 4 week period.  Join fellow business owners live via Zoom for 45 - 50 minutes of content and 10-15 minutes of Q&A so you can get your most pressing questions answered.  What's covered? Here are the highlights:

Timesheets and Billable Charges

Invoicing Customers

Receiving Payments

Custom Forms and Messaging

Improving Efficiency in QuickBooks

How to use Classes and Locations

Journal Entries

Budgeting and Forecasting

Advanced Reporting

 

 

Cost: $249

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