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Module 1: 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.
Capture the Bank Feeds
"Get a basic understanding of how to use this popular accounting software for small and medium-sized businesses."
Module 1 Video
Please watch the video below for Module 1.
Actual live air date: November 14, 2022
Presentation, Homework & Freebees
Homework
Import your business transactions from your bank into your own QuickBooks account.
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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