This video training will give you the knowledge and confidence to set up and maintain QuickBooks Online, in less than an hour!

You’ve started a business, are getting ready to scale, and know you have so much value to offer your clients. 

You also know how important it is to keep track of your business finances, so you can strategize and grow your business down the road. But when it comes to bookkeeping and knowing your numbers, you’re not sure where to start

 

Maybe you have a spreadsheet tracking expenses, a folder holding receipts, and an invoicing system collecting payments…but you don’t have a holistic view on the financial health of your business. 

 

It’s time to learn the basics of how to manage your books–without bringing on extra stress or taking up too much of your time. 

 

And it’s doable. I’ll show you how.

 

Hi there, I’m Kayla Caldwell.

I help small business owners and entrepreneurs declutter their finances and gain the skills they need to grow their businesses with confidence. 

 

After years of experience working with hundreds of businesses, I know how challenging it can be to get QuickBooks Online set up. It feels overwhelming and time-consuming, especially for business owners who already have a lot on their plate!

 

I knew that business owners needed an approachable, easy-to-follow resource that walked them through the basics of bookkeeping on QuickBooks. I wanted to help entrepreneurs understand where their money was coming from and where it was going–giving them direct control over their finances. 

Quickbooks set-up video

 

That’s why I created this QuickBooks Set-up Video Training, which shows first-time QuickBooks users how to create and customize their account, manage essential bookkeeping functions, and keep track of their finances. 

 

If you’re a brand new service-based business owner who just started using QuickBooks Online and want more confidence in managing your books, then this video resource is for you.

 

In less than an hour, this video training will give you actionable insight into your business bookkeeping. You’ll learn bookkeeping best practices, understand when to use each QuickBooks function, and get my top tips and tricks to make bookkeeping even easier as you scale your business. 

 

By the end, you’ll have all the knowledge you need to navigate QuickBooks and start managing your accounts with peace of mind.

What’s Included:

  • A step-by-step QuickBooks walkthrough so you fully understand how to use the platform
  • Real-life examples of how to use each QuickBooks function and apply them to your own business
  • Ideas for organizing and managing your QuickBooks dashboard according to your business needs
  • Tips on how to avoid common mistakes so you can save yourself time and energy later on
  • Insight into how making bookkeeping simple and streamlined going forward
  • Recommendations on integrating other apps and platforms on your QuickBooks so you have all your financial data in one place

 

Ready to feel empowered to handle your finances and set your business up for long-term success?

faq

Are my results guaranteed?

Like anything in life, you will get out of this video what you put into it. This video provides you with the knowledge to be successful. If you need further help, we recommend looking at our other video, How to Audit your Quickbooks Online Account or you can reach out to us with specific questions. 

Can I share course info with a friend?

The insights you learn will definitely be share-worthy, but we have noticed that each business owner takes something different from the video. We specifically make our courses low priced so this knowledge is accessible to all business owners. We ask that you send this page to share with your friends.

I loved this video and want more! What other courses do you offer?

We’re so glad you loved this video! We also offer How to Audit your Quickbooks Online Account and plan to offer more in the future. Check out the courses page for more information.

Of course, if you would rather gain more time back, we would be happy to take over your quickbooks online account for you.

What if I don’t have QuickBooks online yet?

Fill out our application and we can send you a link with a discount! After you complete the courses you decide that you need more help; then we can set you up with coaching or monthly services.