Set up & Automate QuickBooks Online
Are you ready to learn the most efficient way to use QuickBooks Online, take control of your finances, and streamline your business operations like never before?
Look no further! Our specially crafted QBO Academy is here to empower you with the knowledge and skills needed to conquer the world of accounting and financial management for your business.
This is the right place for you if you…
✅ Are a Female Business Owner in the U.S.A.
✅ Wish you could find someone to give you step-by-step guidance on how to set up and automate QuickBooks Online.
✅ Have time constraints that don’t allow for 1:1 coaching calls
✅ Are a self-starter and motivated learner
✅ Want as-needed access to private coaching with Becky
✅ Want to take home more money from your business
✅ Dread the tax-time surprise
✅ Are ready to become a wildly profitable and wealthy business owner!
This program is not right for you if you…
❌️ Are not a U.S. Based Business Owner (I wish I knew every global tax and accounting law and regulation, but I don’t - only U.S. rules and regulations are covered here)
❌️ Sell Products as your main revenue stream. (Inventory & sales tax are only covered in my 1:1 coaching)
❌️ Don’t want to use QuickBooks Online (The entire program is structured around using QBO)
Additional notes:
❌ This Course does not include any modules on Payroll or Sales Tax.
The QBO Academy focuses on the 3 things every business needs to achieve financial success.
A System - You will learn how to set up & automate QuickBooks Online and then…
A Strategy - You will learn an easy yet wildly efficient cash flow strategy, that will help you maximize your profit and your take-home pay without being surprised at tax-time.
Support - Direct access to Becky Edwards and a community of motivated and inspiring business owners, just like you, is built into The QBO Academy to support you every step of the way!
Meet Becky
Before becoming a CFO Mindset Coach, and working every day with women business owners just like you, I had a 25-year career in small business accounting. I have held every single accounting position there is! I've been a bookkeeper, inventory control specialist, cost accountant, controller, CFO, Vice President and of course Business Owner x 4.
Since leaving the corporate world for my own world, I have trained and mentored business owners across the country in 25 different industries (and counting). My experience isn’t just my own, but comes by way of having an up close and personal look into the lived experiences of business owners across the country.
My biggest motivation when starting The CFO Mindset and creating The QBO Academy, is teaching women owners how to confidently manage the money in their business so they can become wildly profitable and wealthy business owners.
When you purchase The QBO Academy Self-Paced Course you get…
Lifetime access to the QBO Academy Hub which includes At-Your-Own-Pace Instruction via video recordings, written instructions and pdf guides in a step-by-step format. You will learn how to…
Set up & automate your QuickBooks Online account
Categorize income and expenses
Reconcile and read financial reports
Month-end and year-end steps
Cash flow strategies that will help you maximize your profit and take home pay without being surprised at tax-time.
And so much more…
Every QBO Academy member also receives:
Becky’s full support! You will have questions, and I will be there when you do. Each member has access to…
A private Facebook group where you can ask any question you have in real time.
Additional discounted private 1:1 coaching calls with Becky
If you have questions about the course, QuickBooks Online, general accounting, profitability, pricing or other general business questions Becky is there to answer them!
The confidence to run your business profitably!
Program Investment
$347 - one time payment
Course Outline
.01
QuickBooks Set-Up
The first step in The QBO Academy purchasing and logging into your new QuickBooks Online Account. If you already have a QBO account, this will be a great review of the back end of the system. This creates a solid foundation to build on during The QBO Academy.
.02
Chart of Accounts
Take a deep dive into your chart of accounts and customize them where necessary. Understanding your chart of accounts will allow you to make the best decisions when categorizing income and expenses.
.03
Income - Taking Payment
Each business is unique in what they sell and how they accept money. You will learn how to decide which option is best for your clients and your admin tasks.
.04
Expenses - Receipts & Bank Feed
Where you spend your money, how to record it and why it matters!
.05
Reconciling
An often over-looked and misunderstood function - but oh so important to ensuring the accuracy of your information.
.06
Financial Reports
Explore the treasure trove of reports, how to run them, when to run them, and how to read them. Financial reports are the basis for all the epic decisions you make as a wildly profitable business owner.
.07
Cash Flow Strategies - Maximize Your Own Pay
One thing all business owners have in common is they started their business to realize financial freedom for themselves. Here you’ll learn how to make that happen! You’ll also learn the common pitfalls and how to avoid them.
.08
Automation
There are a lot of automations in QuickBooks Online. Some work better for some businesses than others. We’ll explore the most common automations.
.09
Goal Setting & Bench Marks
Want to set epic goals and achieve things beyond your wildest dreams? Good. You are in the right place.
.10
Bank Accounts & Credit Cards
Why is this #10? Well… because it’s pretty much woven into everything we do. We won’t cover it first and we won’t cover it last, but rather it’s woven into everything from income, to expenses, to cash flow strategies, and goal setting!
Have you ever heard of the curse of the entrepreneur? It’s when we find ourselves thinking:
“Do I really need this? I am a smart person; I can figure this out on my own.”
And I have no doubt that you could absolutely do that.
What I do know, is when we get that knowledge boost in the areas where we aren’t our strongest, it allows our business to grow exponentially. It’s like taking a fast pass to the front of the line. 3 months of instruction will literally change your entire business and the way you personally feel about your business.
I 100% believe that what I teach will result in an evolution of your success because you will see the money in your business differently. So much so, that I offer a 100% money back guarantee. If within the first 14 days of purchasing The QBO Academy you are not satisfied, just say the word and I'll refund the amount paid and you can move on. No hard feelings.
I'd love to work with you. If there is anything I can do to help you bridge the gap on this decision, please let me know.