Rise and Shine with QuickBooks Online!

About the Series:  This advanced training series is tailored for users who already understand the basics of QuickBooks Online (QBO) and are ready to unlock its full potential. This 5-Part course provides experienced users insight into customization for your business needs, workflow management, budgeting and time-saving tips.

Advanced Series: Sessions and Topics

1. Wednesday, January 21, 2026, 8 am-9 am - Reconciling Your Books

2. Wednesday, February 11, 2026, 8 am-9 am – Running Reports (Standard & Custom)

3. Wednesday, February 25, 2026, 8 am-9 am– Budgeting with QuickBooks

4. Wednesday, March 11, 2026, 8 am-9 am – Time Saving Tricks

5. Wednesday, March 25, 2026, 8 am-9 am– Using Classes & Divisions

Registration for QuickBooks Breakfast Series: Beginner Cohort is also available on CourseStorm. 

There will be a bonus class: QuickBooks AI available at no cost to participants who complete both the Beginner and Advanced Series.

Bookkeeping 101

Learn the Essentials. Build Confidence.

Take Control of Your Finances. Join this hands-on workshop designed to demystify the world of bookkeeping and give you the tools to manage your financial records with clarity and confidence.

What You’ll Learn:

• Bookkeeping best practices

• Core accounting principles: assets, liabilities, revenue, expenses

• Setting up and managing a chart of accounts

• Reconciling bank statements and spotting errors

Better Together!

Business by the Numbers is recommended as a followup to this course. These workshops are designed to complement each other: Bookkeeping 101 builds your foundation, while Business by the Numbers helps you apply those skills to real-world financial management. Taking both sessions gives you a complete picture of your business finances, from recordkeeping to analysis.

Business By the Numbers: Understanding & Utilizing Your Financial Statements

Do financial reports make you nervous?

In this hands-on workshop, we will demystify the 3 most common business financial statements (Profit & Loss, Balance Sheet & Cash Flow Statement). We will dive into each of the 3 reports in detail with tutorials and strategies to help you understand and utilize them, anxiety free!

(Participants are encouraged to bring, or have access to, their business reports for reference)

Better Together!

Bookkeeping 101 is recommended as a precursor to this course. These workshops are designed to complement each other: Bookkeeping 101 builds your foundation, while Business by the Numbers helps you apply those skills to real-world financial management. Taking both sessions gives you a complete picture of your business finances, from recordkeeping to analysis.