The Organized Owner
A Hands-On Bookkeeping Support Series for Small Business Owners who DIY their Bookkeeping
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 plant to)
Desire a better understanding of your financial reports
Are tired of scrambling during tax season
Want accountability and ongoing support
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 Instruction
Hands-On Support
Practical Implementation/Worktime
At least 3 monthly 1 hour Q&A Virtual Calls for anyone from any sessions to have support following the class
Multiple attendees per business allowed
Small Class Size (10 businesses max)
$375 $75 Introductory Pricing
Through June 25th supported by grant funding from SCVBIC & the WEDC
Upcoming Class Options
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3 Thursdays: June 11, 18, and 25
11:00 AM to 12:30 PM
A Google Meet Video Link will be Shared for this virtual class.
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3 Mondays: June 1, 8, and 15
6:00 PM to 7:30 PM
At the St. Croix Valley Business Innovation Center:
1091 Sutherland Ave
River Falls, WI 54022
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3 Thursdays: July 16, 23, 30th
1:00PM to 2:30PM
A Google Meet Video Link will be Shared for this virtual class.
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3 Thursdays: July 16, 23, and 30
9:30AM to 11:00AM
At the St. Croix Valley Business Innovation Center:
1091 Sutherland Ave
River Falls, WI 54022