Real-World Training for Business Success

This 6-week in-person workshop is built for business owners and bookkeepers who are brand new to QuickBooks Online. If you’ve been putting off learning QBO because it feels overwhelming—or because you’ve clicked around just enough to make a mess—you’re in the right place.

Each week, I’ll guide you through one piece of the puzzle:   

👉 How to find your way around QBO without getting lost   

💵 Recording everyday transactions the right way   

🤝 Managing customers, vendors, and invoices with confidence   

🏦 Keeping bank feeds clean (and fixing them when they’re not)   

📊 Running reports that actually make sense   

🗓️ Simple steps to review your books each month  

You’ll learn through live demos so you can see exactly how it’s done and follow along with confidence. I’ll also leave space for Q&A, making sure you get help with the challenges that matter most to you. By the end, you’ll feel more comfortable with QuickBooks and ready to put it to work for your business.

This 6-week in-person workshop is for those who already know the basics of QuickBooks Online but are ready to unlock its full potential. You’ll be introduced to tools and techniques that go beyond the surface—features that simplify your workflow, reveal critical insights, and help you understand how everything connects. If you’re ready to have a few “aha!” moments and finally feel like you’re using QuickBooks the way it was meant to be used, this class is your next step.

Together, we’ll build on what you know with a focus on:
🔖 Smarter transaction management that saves you time
💸 Streamlining systems for invoicing, payments, and revenue tracking
🏷️ Cleaner vendor management for smoother bookkeeping
🏦 Optimizing and troubleshooting bank feeds
📊 Using more advanced reports to see what’s really happening
🗓️ Establishing monthly and quarterly reviews that keep you on track

You’ll learn through live demos that show exactly how to apply these new features and processes in real life. Each week includes Q&A time to address your specific challenges and questions. By the end, you’ll feel more in control of your books, more confident in your workflow, and more capable of making QuickBooks work for you.

This 6-week in-person workshop is designed for those who are already comfortable working in QuickBooks Online and are ready to take their skills to the highest level. If you want to refine your processes, handle complex workflows with clarity, and extract strategic insights from your data, this course is your next step.

We’ll build on everything you’ve learned so far, with a focus on:
🔖  Advanced transaction management and troubleshooting
💸 Managing invoicing, payments, and vendors at scale
 🏷️ Fine-tuning bank feed rules for accuracy and speed
📊 Leveraging advanced reports to uncover meaningful insights
🗓️ Best practices for month- and quarter-end reviews
🤝 Creating workflows and systems that support consistency and growth

You’ll learn through live demos that show exactly how to apply advanced tools in real-world scenarios. Each session includes Q&A time for personalized support with the specific challenges you face. By the end, you’ll have a clearer understanding of how all the pieces fit together—and the confidence to use QuickBooks as a strategic driver in your business.