The Organized Owner

A Hands-On Bookkeeping Support Series for Small Business Owners who DIY their Bookkeeping

Secure Your Spot

Who is This For?

This series is designed for small business owners who:

  • Feel behind or overwhelmed with bookkeeping

  • Want cleaner, more organized books

  • Use QuickBooks Online (or plan to), or prefer using Excel

  • Desire a better understanding of your financial reports

  • Are tired of scrambling during tax season

  • Don’t want to fully outsource the bookkeeping

What We Will Cover?

  • QuickBooks Online Setup and Best practices

    • Getting started and optimized settings

    • Bank Connections and Manually Uploading transactions

    • Entering in Business Expenses Paid with Personal Funds

    • Invoicing

    • Bank Feeds/Categorization

    • Asset & Loan Management

    • Reconciliations

  • Monthly Bookkeeping Workflows in QuickBooks Online

  • Reviewing Reports & Profitability

What’s Included?

  • Live & Recorded Instruction (Covers both live QBO sessions & the pre-recorded Excel workshop)

  • Hands-On Support & Monthly Virtual Q&A Calls

  • Practical Implementation & Templates

  • Multiple attendees per business allowed

  • Small Class Sizes for Live QBO Sessions (10 businesses max)

QuickBooks Online Classes:

Early Bird Rate $200 (Regular $275 — through Sept 15)

DIY Excel Kit & Workshop:

Early Bird Rate $49 (Regular $75 — through Sept 15)

Secure Your Spot

Reach out to Natasha@3LakesBookkeeping.com
with any questions

Upcoming Class Options

  • Hands-on, live online training covering QuickBooks Online setup, bank feeds, and financial report reviews.

    • When/Where: Live via Google Meet

      • September 16th, 23rd, and 30th

      • 9:30 am to 11:00 am

    • Price: Early Bird $200(Reg. $275 through Sept 5)

  • Interactive online class walking through monthly bookkeeping workflows, reconciliations, and expense management.

    • When/Where: Live via Google Meet | Afternoon Session

      • October 1st, 8th, and 15th

      • 6:30 pm to 8:00 pm

    • Price: Early Bird $200(Reg. $275 through Sept 5)

  • In-person, small-group instruction with practical implementation time and direct instructor support.

    • When/Where: St. Croix Valley Business Innovation Center (1091 Sutherland Ave, River Falls, WI)

      • October 28th, November 4th, and November 11th

      • 9:30 - 11:00

    • Price: Early Bird $200(Reg. $275 through Sept 5)

  • Self-paced starter kit featuring a custom Excel template, cheat sheet, and video walkthrough, plus monthly live Q&A access.

    • When/Where: Instant Digital Download

      • Plus a Group Q&A Calls

        • October 7th at 9:30 am

        • November 5th 6:30 pm

    • Price: Early Bird $50(Reg. $75 through Sept 15)

Secure Your Spot Now!