Our program is tailored to help you succeed as a modern bookkeeper, focusing exclusively on QuickBooks Online:

• QuickBooks Online Basics
  • Setting up accounts and navigating the platform.
  • Creating and managing charts of accounts.
  • Customizing company settings for different business needs.
• Recording and Tracking Transactions
  • Managing accounts payable and receivable.
  • Recording expenses, income, and bank transactions.
  • Automating recurring transactions to save time.
• Reconciliations and Reports
  • Reconciling bank and credit card accounts with ease.
  • Generating and interpreting financial reports like profit & loss, balance sheets, and cash flow statements.
• Payroll and Taxes
  • Setting up and processing payroll.
  • Managing tax obligations and preparing for tax season.
• Client Management
  • Organizing financial data for clients using QuickBooks tools.
  • Building trust and delivering exceptional client service.