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WELCOME TO WORK & LEARN

The goal is to provide value and knowledge to business owners needing assistance with properly accounting for their business. The two 90-minute sessions will require you to bring your laptop and be ready to work while learning but using your OWN FINANCIAL DATA. 

WELCOME BUSINESS OWNER

HERE IS WHAT TO EXPECT

Session One

June 16th, 2025

We will have 90 minutes to cover the following topics in detail: 

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  • QuickBooks Online Overview 

  • Setting up Chart of Accounts 

  • Entering revenue & expenses

  • Review any and all questions

Session Two

June 23rd, 2025

We will have 90 minutes to cover the following topics in detail: 

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  • How to run financial reports 

  • Read an Income Statement

  • Understand the Cash Flow 

  • Understand Balance Sheet

What You Will Need

For both dates

You will need the following items to gain the most value from these sessions: 

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  • A laptop 

  • QuickBooks Online Account

  • Notebook & Pencil 

WHO SHOULD ATTEND: 

  • Service-providing businesses (no product based biz for this course)

  • Entrepreneurs in business longer than one year. 

  • Business owners ready to convert from spreadsheets to QuickBooks Online

  • Business owners earning less than $100,000 per year. 

LET'S GET YOU REGISTERED

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