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Module 4: QuickBooks

Partnering with you to set up the Quickbooks back end of your business

to enable you to take advantage of the robust functions and features

to suit your needs will save you even more time and money.

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the Bank


"Get a basic understanding of how to use this popular accounting software for small and medium-sized businesses."

Module 4 Video

Please watch the video below for Module 4. 

Actual live air date: November 17, 2022

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Presentation, Homework & Freebees

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This is a PDF version of the presentation that was presented in the video.


Set up products & services.

Keep working on your bank fees & rules to be ableto prepare a bank reconciliation.

Feel free to download the Backward Budgeting

Road Map

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We listen to your concerns as a non-judgemental advisor and provide personalized guidance for the life event you are experiencing. By working together and using proactive tax planning, we can better navigate life's other money-related challenges.

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