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The Organized Owner is a hands-on QuickBooks Online (QBO) course designed specifically for small business owners who want to confidently manage their own bookkeeping.
Throughout this interactive class, you'll learn how to:
Set up QuickBooks Online correctly from the start
Record and categorize transactions accurately
Reconcile your bank and credit card accounts properly
Troubleshoot common bookkeeping mistakes
Organize your Chart of Accounts
Fine-tune your QBO settings
Understand your financial reports and how to use them to determine the financial health of your business
Prepare for tax season and maximize legitimate business deductions
Build a simple monthly bookkeeping routine you can actually maintain
Class Format
All class options cover the same curriculum and material.
The 3 class series is designed as a progressive learning experience. Each session includes practical implementation steps to complete before the following week, giving you the opportunity to apply what you've learned and return with questions.
If you need to miss a session, simply submit your questions ahead of time. You'll receive a recording of the missed class so you can stay on track.
There will be plenty of time for questions which is why classes are limited to 10 businesses.
You will receive checklists and cheat sheets along with recordings of the material to reference.
Your registration also includes access to ongoing periodic group Q&A sessions where you can ask questions as you continue using QBO in your business.
Registration
Only one registration is required per business, regardless of the number of people attending.
The Organized Owner is a hands-on QuickBooks Online (QBO) course designed specifically for small business owners who want to confidently manage their own bookkeeping.
Throughout this interactive class, you'll learn how to:
Set up QuickBooks Online correctly from the start
Record and categorize transactions accurately
Reconcile your bank and credit card accounts properly
Troubleshoot common bookkeeping mistakes
Organize your Chart of Accounts
Fine-tune your QBO settings
Understand your financial reports and how to use them to determine the financial health of your business
Prepare for tax season and maximize legitimate business deductions
Build a simple monthly bookkeeping routine you can actually maintain
Class Format
All class options cover the same curriculum and material.
The 3 class series is designed as a progressive learning experience. Each session includes practical implementation steps to complete before the following week, giving you the opportunity to apply what you've learned and return with questions.
If you need to miss a session, simply submit your questions ahead of time. You'll receive a recording of the missed class so you can stay on track.
There will be plenty of time for questions which is why classes are limited to 10 businesses.
You will receive checklists and cheat sheets along with recordings of the material to reference.
Your registration also includes access to ongoing periodic group Q&A sessions where you can ask questions as you continue using QBO in your business.
Registration
Only one registration is required per business, regardless of the number of people attending.