Kickstart QuickBooks Online™ - From Confused to Confident

 Total Duration: 4 hours (1-hour sessions)
Target Audience: Small business owners, solopreneurs, early-stage entrepreneurs, non-financial professionals

  This hands-on coaching session is designed specifically for small business owners, entrepreneurs, and new users who want to build confidence using QuickBooks Online™. In just four hours, you'll learn how to set up your company file, tailor your chart of accounts, and efficiently manage customers, vendors, sales, and expenses. You’ll also get practical experience reconciling bank transactions and navigating the platform with ease. Whether you’re brand new to QBO or looking for a solid refresher, this course will equip you with the tools and know-how to take control of your business finances—clearly and confidently. 

 Total Duration: 3 hours (1-hour sessions)
Target Audience: Small business owners, early-stage entrepreneurs, financial beginners

 Ready to level up your QuickBooks Online™ skills? This intermediate coaching session is perfect for users who want to streamline their workflows and confidently manage more advanced features. You’ll dive into setting up and tracking inventory, navigating the banking queue with custom rules and receipt matching, and working with third-party payment platforms like PayPal and Square. You’ll also learn how to set up and manage loans, recurring transactions, and more. Whether you're organizing your books or optimizing your systems, this hands-on session will help you work smarter—and more efficiently—with QuickBooks Online™.
 

 Total Duration: 3 hours (1-hour sessions)
Target Audience: Small business owners, entrepreneurs, or early-stage finance professionals

 Ready to step into power-user mode with QuickBooks Online™? This advanced coaching session is designed for experienced users who want to unlock QBO’s most powerful features. You’ll learn how to organize and track your data with precision using Classes, Locations, and Projects, while gaining confidence in managing journal entries, sales tax, and mileage tracking. Whether you're fine-tuning your reporting or building a more detailed financial system, this course gives you the advanced tools you need to take full control of your books.

 Total Duration: 3 hours (1-hour sessions)
Target Audience: Small business owners, entrepreneurs, or non-financial managers

Unlock the full potential of your financial data in this QuickBooks Online™ Masterclass: Budgeting and Reporting. Designed to help you go beyond the basics, this course equips you with the tools and frameworks to confidently analyze financial reports, create meaningful budgets, and uncover insights that drive smarter business decisions. Whether you're planning for growth or looking to improve financial performance, this session will give you the clarity and confidence to turn your numbers into actionable strategy. 

Prerequisite: Demystifying Financial Statements – A Practical Guide for Business Owners