Financial
Record Keeping & QuickBooks Training
"With QuickBooks I'm better organised and ready to grow my business..."
Training that builds confidence and better records. Understanding your numbers starts with knowing how to record them. Our training covers the essentials of financial record-keeping and QuickBooks Online, that you can implement from day one.
Our Packages
Starter - Financial Record Keeping Essentials
Build Your Foundation with Confidence.
Perfect For:
Startups, new business owners, school leavers. Anyone managing money for business or personal goals.
You’ll Learn:
• What financial record keeping is—and why it’s your business’s backbone
• How to organize, file, and store receipts, invoices, and source documents
• The basics of tracking sales, expenses, purchases, and payments
• Banking do’s and don’ts to support better financial control
• Why your records matter
Delivery:
🌐 Digital Training – Coming Soon, join here
👥 Virtual and In-Person Group Training Available on Request
Essentials - QuickBooks Online for Beginners
Get Organised. Get in Control.
Perfect For:
- New users of QuickBooks Online
- Businesses switching from paper or Excel to digital bookkeeping
You’ll Learn:
• Navigating QuickBooks Online
• Managing the Chart of Accounts
• Categorizing income and expenses properly
• Generating and understanding basic reports
• Common beginner mistakes—and how to avoid them
Delivery:
🌐 Digital Training – Coming Soon, join here
👥 Virtual and In-Person Group Training Available on Request
Plus - Advanced QuickBooks Online Training
Go Deeper. Get Sharper. Grow Confidently.
Perfect For:
QuickBook users ready to handle more complex tasks.
You’ll Learn:
• Customizing Company Settings and Features – Sales form content, display preferences, classes
• Managing liability accounts – Customer Trust Accounts, Social Security Payable etc
• Troubleshooting common transactions – returned cheques, duplicate transactions, third party payments
• Refining your Products & Services list for better tracking.
• Recurring transactions
Delivery:
🌐 Digital Training – Coming Soon, join here
👥 Virtual and In-Person Group Training Available on Request
Expert
Train-the-Bookkeeper
Build Internal Capacity with Confidence
Perfect For:
- Admin staff who manage company finances
- Businesses training an in-house bookkeeper
- Aspiring freelance or professional bookkeepers
Customized Topics May Include:
• Full-service QBO workflows
• Document management and audit readiness
• Monthly processes
• Preparing accurate reports for lenders or investors
Delivery:
Custom-designed and delivered virtually or in-person
Not sure where to start?
Let's talk about what's happening in your business.
LET'S TALK
Book a free "Getting to Know You" session to explore the right next step for your goals.
