Workshops & QuickBooks Training

Learn How to Master Your Finances—One Session at a Time

Financial knowledge is power—and I love helping business owners feel confident, capable, and in control. Whether you’re brand-new to QuickBooks or ready to sharpen your skills, my workshops and one-on-one training sessions are hands-on, practical, and designed with real business owners in mind.

Why Training Matters

QuickBooks can be powerful—but only if you know how to use it.

  • Save time and money by managing your books more efficiently
  • Avoid costly mistakes and get your numbers right from the start
  • Learn how to read your reports and use your data to make smart decisions

My Training Options

One-on-One QuickBooks Training

Personalized coaching tailored to your software (Desktop or Online), your business, and your current challenges. Learn at your pace, ask all the questions, and get immediate, real-world solutions.

Small Group Workshops

Live, interactive sessions designed for 10–20 participants. These workshops are great for business owners who want to build foundational skills or go deeper into features and best practices.

Custom Trainings for Teams or Organizations

Have a team or group that needs support? I create custom workshops to train staff, streamline processes, or support larger learning goals. Available virtually or in-person by request.

Ongoing Education & Resources

All sessions include follow-up support and materials so you can keep learning even after the workshop ends.

Frequently Asked Questions

  • Do you teach both QuickBooks Desktop and Online?

    Yes! I offer training and workshops for both versions, tailored to the one you use.

  • What if I’m a total beginner?

    Perfect. My sessions are designed to meet you where you are—no pressure, no jargon, just clear, helpful support.

  • Are your workshops in-person or virtual?

    Most workshops are virtual and open to participants nationwide, but I also offer in-person events by request or in select locations.

  • How much do your workshops cost?

    Group workshops typically range from $5,000–$10,000, depending on scope and size. One-on-one sessions are custom priced based on your needs. Contact me for details!

  • Do you offer follow-up support?

    Yes! Every training includes resource materials and optional follow-up if you need help implementing what you learned.