Learn QuickBooks with Confidence.
One Personalized Session at a Time. Whether you're new to QuickBooks Online or looking to sharpen your bookkeeping skills, our expert-led training is designed to help you confidently manage your business finances. Choose from personalized one-on-one coaching or interactive group training sessions tailored to your experience level and business needs.
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Which Training Option Is Right for You?
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🌟Personalized 1:1 Training
Receive dedicated, hands-on instruction customized to your business and learning pace. We'll work directly in your QuickBooks Online account (or a sample company) to help you understand the features and workflows most important to your business. Best For:
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What You'll Receive:
Starting at $250 for a 2-hour session |
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🌟Group Training Sessions
Learn QuickBooks Online in a collaborative environment with other business owners and professionals. Group sessions cover core QuickBooks topics while providing opportunities to ask questions and learn from real-world examples. Ideal For:
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Group Training Includes:
Contact us for customized group pricing. |
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Why Train with B&M Financial Management Services?✔ Certified QuickBooks ProAdvisor
✔ Personalized instruction tailored to your business ✔ Learn using real-world business scenarios ✔ Flexible virtual training available nationwide ✔ Practical techniques you can apply immediately ✔ Friendly, patient, and experienced instructor Training Formats
Choose the option that works best for your schedule. → Virtual Training Meet securely online from anywhere in the United States. → On-Site Training Available for organizations and businesses in select service areas. → Customized Team Training We'll tailor a curriculum to meet your organization's goals and workflows. |
What You'll Learn
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Module 1: Getting Started
Build a strong foundation by learning QuickBooks navigation, company settings, and bookkeeping best practices. |
Module 2: Banking & Cash Management
Connect bank accounts, record transactions, reconcile accounts, and manage cash flow with confidence. |
Module 3: Customers & Sales
Create invoices, record customer payments, manage deposits, and track income effectively. |
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Module 4: Vendors & Expenses
Manage vendor information, enter bills, record expenses, and process payments accurately. |
Module 5: Financial Reports
Generate, customize, and interpret key financial reports to make informed business decisions. |
Module 6: Payroll & Year-End Tasks
Learn payroll basics, 1099 setup, sales tax, and year-end preparation. |
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Advanced Topics
Budgeting, inventory management, cash flow projections, and advanced reporting. |
In order for us to provide you with the best training option suited for your needs, it's necessary for us to learn more about your unique needs.
Frequently Asked Questions
Do I need QuickBooks Online before registering?
No. We'll help you determine the best QuickBooks Online subscription for your business before training begins.
How long are training sessions?
Personalized training sessions start at two hours, with additional sessions available based on your learning goals.
Can I train using my own QuickBooks company file?
Yes. Whenever possible, we'll use your own QuickBooks Online company so you learn with real business data.
Do you offer virtual training?
Yes. We provide secure virtual training to businesses throughout the United States.
Will I receive training materials?
Yes. Participants receive a QuickBooks Training Guide and supporting resources to reinforce what they learn.
What Clients are Saying:
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"We are very satisfied with choosing your company to provide our bookkeeping services. With your vast knowledge and experience, you were able to create an organized accounting system - which we continue to follow, collect on our past-due billings and consult with us on our accounting issues. Thank you for your support."
Maurice, President, Ecom Works, Inc. |
"The QuickBooks training was very informative and easy to understand. I would certainly recommend the training services."
Joan Newton JB Cruise & Tours, Inc |
"It was great learning the basic function of using QuickBooks software program. Theresa answered all our questions and navigated through each feature of the program. It was a pleasure training with her. She made it easy and less scary. I would definitely recommend her."
Ann & Barbara, JEM Architectural, Inc |
