Streamline Your Success with our QuickBooks Workshops
Take control of your financial management with our expert-led workshops designed to transform the way you use QuickBooks.
Whether you're building a foundation or diving into advanced topics, our workshops offer the hands-on guidance and practical knowledge you need to optimize your business processes.
CFO UNIVERSITY WORKSHOPS
Creating the Foundation: 3-Day Workshop
Upcoming dates will be announced soon!
This comprehensive workshop is designed to help independent supermarkets and teams build a strong foundation for their QuickBooks processes. Participants will gain practical, hands-on knowledge tailored to their business needs.
Key Highlights:
Build a strong foundation for your QuickBooks setup
Learn the essentials for streamlined financial management
Optimize financial processes to improve efficiency and accuracy
Build confidence in managing day-to-day accounting workflows
Single-Day Workshops
Date & Time: Coming Soon
These advanced workshops offer focused sessions designed to dive deeper into specific QuickBooks Desktop topics.
Open to all participants with essential knowledge in QuickBooks, regardless of prior workshop attendance.
Upcoming Topics:
Vendor Management Deep Dive
Cleaning Up Accounts
Customer Management
Bank Reconciliation & Feeds
Financial Reporting and Analysis
Investment: $497 per session.
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Why Join These Workshops?
Confidence Building: Build confidence in your QuickBooks Desktop skills with expert guidance. You’ll gain insights and strategies from our years of industry experience.
Streamlined Processes: Learn to streamline your accounting processes to align with your business needs.
Advanced Learning: From foundational knowledge to advanced QuickBooks topics, our workshops cover all the essential aspects of financial management, for deeper learning and practical application.
Hands-On Learning: Engage in practical, interactive sessions that ensure you can apply what you learn directly to your business.
Actionable Strategies: Gain actionable strategies to manage and optimize your business operations.
Whether you're just starting out or looking to refine your skills, our "Creating the Foundation" workshop provides a strong baseline, while our single-day workshops offer the opportunity to deep dive into specific areas. Join us to transform your financial management and elevate your business efficiency.
Join our email list to be alerted when new dates are announced!
“Massiel is an excellent teacher, she is very patient making sure you understand each step being taught.”
ONE-ON-ONE SUPPORT
Tailored guidance for personalized learning and optimization of QuickBooks for your business needs.
In-Person at Garden City Location:
$200 per hour (2-hour minimum)
Remote Support:
$150 per hour
6-Hour Remote Support Package: $600 (to be used within 3 months)
Benefits of One-On-One Support
Personalized Assistance: Get hands-on help tailored to your business operations and specific challenges.
Enhanced Learning: Receive focused attention to address advanced topics, troubleshoot issues, and streamline your processes.
Efficient Implementation: Optimize your QuickBooks workflows and systems to improve efficiency and accuracy.
“Not only did I receive the necessary training but I also now have someone that I can go to when in doubt. As a business owner that [provides] peace of mind. Working with this company has been an amazing experience and smooth transition. Together we have developed a strategic business plan that gives me total confidence to run a successful business.”