Take control of your business finances with Mastering QuickBooks Online (QBO), a hands-on workshop designed for small to medium-sized business owners. Led by local certified QuickBooks expert Melissa Drake, this session will equip you with the skills and confidence to streamline your bookkeeping and manage your finances effectively.

Why attend? For many small business owners, bookkeeping can be overwhelming, time-consuming, and prone to errors. These challenges often lead to cash flow problems and poor financial decision-making. By mastering QBO, you’ll gain several key benefits

• Better Financial Control

• Time-Saving Automation

• Compliance and Tax Readiness

• Data-Driven Decisions

• Efficiency & Organization

• Cost-Effective Business Management

What You’ll Learn:

• Understand the basic functions of QuickBooks Online (QBO) and its user interface

• Be able to navigate QBO to enter and manage transactions

• Enter and manage transactions seamlessly

• How to generate essential financial reports like Profit & Loss statements and Balance Sheets

• Understand how to reconcile accounts, track expenses, and manage invoices

• Be equipped with teh top 5 tips to remain audit-ready

Please Bring:

• Your laptop

• Key financial statements you'd like to work with during the workshop (scan and save digital coppies if possible to attach them to stransactions during the workshop)

• Bank statements and/or expenses

• A list of questions or problem areas

This workshop is designed to be highly interactive, with a limited number of participants to ensure individual guidance and privacy. Attendees will leave feeling confident and prepared to handle daily bookkeeping tasks.

About the Instructor:

Melissa has been working with QuickBooks Online (QBO) for over 10 years and is a certified expert in the software. Throughout her career, she has helped small businesses across various industries get set up and manage their finances with QBO. MElissa's background in accounting and bookkeeping (BBA Degree), along with her extensive experience, means she knows first-hand the challenges small business owners face when it comes to managing finances. She is passionate about making bookkeeping easier for business owners, so you can spend more time growing your business and less time worrying about the numbers.