The Busy Little Business Owner:
A Bookkeeping Course
Learn how to navigate QuickBooks Online and manage bookkeeping with confidence and ease.
My StoryI’m an experienced bookkeeper that has worked for over 10 years in accounting. As a QuickBooks Pro Advisor and small business expert, my passion is for teaching accounting in a way that actually makes sense for a non-accountant. Every small business owner should feel confident in understanding their books!
Accounting can feel overwhelming
Accounting is its own language. One that gets lost on my business owners. Most clients come to me stressed and confused and desperate for guidance.
So take a deep breathe, because I’m here to support you + navigate this world together. Here you’ll get clear & practical knowledge on how to take care of your business bookkeeping.
What You'll Learn
My approach is “don’t over complicate it”. I will show you exactly what I do as an accountant to manage the books without confusing you with complicated jargon. I keep it simple and accessible just like small business accounting should be!
The lessons dive into the most frequently used areas of QuickBooks and give you practical how-to’s as well as tips and best practices from an experienced accountant.
You will finish this class equipped to navigate your finances, but we won’t leave you out there alone! Expert support and a small biz community await you within this course. Dive in to see what awaits!
CHAPTER 01Getting Set Up
From setting up your QuickBooks to what your chart of accounts should look like. This covers how to get started on the right foot and build a good foundation to work in.
Introductions
Setting Up Your QuickBooks
Home Page Navigation & Customization
CHAPTER 02Accounting
The Accounting area of QuickBooks is where you’ll spend a majority of your bookkeeping. We dive into banking, receipts, reconciling, and make sure you know exactly what you’re doing and how to manage your accounting tools like an expert.
Chart of Accounts
Linking Your Bank
Transaction Feed
Receipts
Reconciliations
CHAPTER 03Customer Hub
From paying your vendors to managing your expenses, the lessons will teach out how to navigate best practices and the functionality for all your bill payments so you can readily see your costs.
Vendor Center
Bill Pay
CHAPTER 04Vendor Center
Managing your invoices and customers is obviously key to business success. Going through important functions and invoice set up to make sure you put your best foot forward and can receive payments with ease for both you and your clients!
Customer Hub
Invoicing
Receiving Payments
CHAPTER 05& More!!
Who doesn’t love a mixed bag of lessons to make sure we cover it all? From teaching you to best interpret reporting, how to review your general ledger, handle class codes, and more! We make sure there’s lessons for all your most important topics so that every important area is covered!
Journal Entries
Classes
Reporting
Reviewing Your Books
The App
More coming soon like payroll & 1099s!
FAQs
What's the course format?Each chapter is broken into lessons by topic. These pre-recorded video tutorials walk you through how to use your QuickBooks and offer you best practice tips on how a majority of businesses will be using the tools that QuickBooks Online offers.
The videos are regularly updated so you always have current versions of QuickBooks in your tutorial as well as new topics frequently being added to stay up to date with your bookkeeping needs.
Every chapter is included in the course so you receive the whole “book”. While each lesson is valuable, you can watch only the ones that apply to you or you have questions on. Additionally, you will receive helpful templates, access to the members only Facebook group, and the ability to submit questions to be answered by our bookkeeping experts.
I've been in business for years, will this course still be helpful to me?Absolutely, yes! Whether you're just getting started or been handling your books for a while, this course can give you practical tips on how to BEST use QuickBooks Online.
If you’re new to QuickBooks Online, this will teach you a good foundation and how to start off on the right foot and maintain good books for sure.
But, if you’ve been handling things by yourself for a while or even had bookkeepers in the past, this can teach you how to best handle your bookkeeping and hopefully avoid costly CPA clean ups when it comes to tax time.
WhY CAN'T I JUST ASK CHATGPT?While a google search, YouTube video, or AI might give you the right answer from time to time, it’s not going to reliably teach you what to do or when to do it. Every business in every industry will run a bit different so you can all ask the same question, but only someone with true accounting expertise can give you the right answer for your specific situation. On top of that, we stay vigilant in giving you up to date resources and make sure you don’t feel alone in navigating the world of accounting as a small business owner.