The Organized Owner: A hands-on DIY Bookkeeping Support Series for small business owners

May 14

As a small business owner, bookkeeping often becomes one of those tasks that gets pushed to the bottom of the list until tax season arrives or the numbers start feeling overwhelming.

You started your business to do what you love, not spend hours trying to figure out reconciliations, reports, or whether your books are even accurate.

That’s exactly why I created The Organized Owner, a hands-on bookkeeping support series designed to help small business owners feel more organized, confident, and in control of their business finances.

Whether your books are messy, behind, or you simply want a better understanding of your numbers, this series is built to provide practical support, guidance, and accountability in a supportive small-group setting.

What We’ll Cover

Throughout the series, we’ll focus on practical bookkeeping systems and habits that business owners can actually maintain throughout the year, including:

QuickBooks Online setup and best practices
Monthly bookkeeping workflows and habits
Reviewing and analyzing reports for the health of your business
Best practices to keep your books clean and organized
Preparing your books for tax season

The primary focus of this series will be QuickBooks Online, though I will also discuss ways an Excel template can be utilized for businesses not currently using QBO.

Flexible Class Options

To make the series accessible for different schedules and learning styles, there are both virtual and in-person options available.

Virtual Lunch Series

Thursdays: June 11, 18, and 25, 2026
Time: 11:00 AM – 12:30 PM
Format: Virtual

In-Person Evening Series

Mondays: June 1, 8, and 15, 2026
Time: 6:00 PM – 7:30 PM
Location: Business Innovation Center | River Falls, WI

Virtual Afternoon Series

Thursdays: July 16, 23, and 30, 2026
Time: 1:00 PM – 2:30 PM
Format: Virtual

In-Person Morning Series

Thursdays: July 16, 23, and 30, 2026
Time: 9:30 AM – 11:00 AM
Location: Business Innovation Center | River Falls, WI

What’s Included

Each registration includes:

Hands-on bookkeeping support and guidance
Live Q&A and implementation support
Ongoing virtual office hours/Q&A calls following the class
Multiple attendees per business under one registration

To allow for personalized support and questions, class size is limited to 10 businesses per session.

Introductory Pricing

Thanks to generous grant support from the St. Croix Valley Business Innovation Center and WEDC, the current introductory investment is only:

$75 per business

(Regular value: $375)

Pricing will increase after June 25th, 2026.

Who This Series Is For

This series is a great fit for small business owners who:

want more confidence with bookkeeping
feel overwhelmed by their business finances
want cleaner, more organized books
struggle with consistency month-to-month
want a better understanding of profitability and reports
are tired of scrambling during tax season

You do not need to have perfect books to participate. In fact, many attendees will likely be coming specifically because they want help getting organized.

Ready to Feel More Organized?

If you’re ready to build better bookkeeping habits, better understand your numbers, and reduce the stress surrounding your business finances, I’d love to have you join us.