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Quickbooks Training & Fun and Free Get Rich Workshops

It's time to stop running your business via a spreadsheet. It's time to learn how to use a bookkeeping software ... streamlined for investors' needs.


Need help with your Quickbooks company file? Schedule a one-on-one training session today. Email with your complete contact information and a good time to contact you!  Let's setup your Quickbooks company file, enter transactions, reconcile your accounts, troubleshoot and more!

Getting Started - Running Your Business IS Bookkeeping 

We will discuss everything from your company structure to banking to W-9s to 1099’s to setting up your “investor’s” Chart of Accounts and what to code to each. We will cover net income, expense vs asset, no “real estate owned” in bookkeeping, owner draw vs salary, how your investor/JV partner agreements line up with your books and more!

Day-To-Day Operations - Coding and Financials 

In this course, we will cover the day-to-day bookkeeping operations of investing, entering and coding checks/payments and deposits/income. We will create and review your Profit & Loss and Balance Sheet teaching you about each and how to check for accuracy. And, we will cover reconciliations as well as the built-in many checks and balances for accuracy of accounting and bookkeeping that will impress your CPA! Although the first course is not required, we will not spend time setting up your Chart of Accounts (but you can set up accounts as we go if you know how).

Advanced Transactions 

This upper-level course covers the more advanced transactions such as removing assets, closing out JV partners, paying off liabilities, calculating gains accurately, and understanding the equity in your company and how to distribute profits in an LLC, vs partnership or other entity. And, more. Investing is asset and Balance Sheet heavy with many unique scenarios when buying and selling. Bring your unique situations!

Fun and Free Get Rich Workshops

It's time to become mildly obsessed about getting out of debt and getting rich ... including your mortgage! It doesn't matter if you make $20,000 a year or $200,000, it is time to stop living paycheck to paycheck. Seriously. It's time! 

One-time, 3-hour fun and free workshops begin in September. Check back for more details or email to be added to the "interested" list and I'll keep you posted.

Yes, it's really free! It is recommended that couples attend together.

To schedule or for additional information:

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