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Year-End Made Simple :

QuickBooks Online Tax Prep 

Training Classes

 Get Your Books Year-End Ready with QuickBooks Online​

Clean up your finances, optimize profitability, and enter tax season stress-free — plus save 30% on QuickBooks for life!

Why Year-End Financial Cleanup is Essential

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  • Avoid last-minute tax season stress
  • Get accurate, up-to-date books for smarter decisions
  • Identify hidden expenses & maximize profitability
  • Prepare tax-ready reports your CPA will love

Step-by-Step QuickBooks Training Designed for Small Business Owners & Entrepreneurs

(choose one session or multiple sessions during registration)
Sessions
Topics
Learning Outcome
1
Financial Cleanup & Setup
Reconcile accounts, fix errors, update chart of accounts 
2
Profitability Optimization
 Spot expense leaks, boost revenue tracking, manage cash flow
3
Tax Season Preparation
Organize deductions, generate tax-ready reports, payroll review
4
​Financial Confidence & Habits
Monthly money dates, automation, dashboards, and KPIs
5
Year-End Prep, Accuracy & Tax Readiness
Reconciling,  Review financials,   preparing 1099s , payroll reports,   exporting data.

Choose Your Training Experience

Solo Learner Package

(1  participant)

$199/per session

  • Up to 4 live training sessions
  • 120 minutes each session
  • Year-end cleanup checklist &    templates
  • Access to recordings
  • Bonus: Save 30% for Life on QuickBooks Online

Team Package

(2–5 participants)

$399/per session

  • Up to 5 live team training sessions
  • 2.5 hours each session
  • Roles & permissions training
  • Team workflow templates
  • Year-end strategy session
  • Bonus: Save 30% for Life on QuickBooks Online Business Subscription
Register now to reserve your session(s) and finish the year with clarity, confidence, and stress-free tax prep.

Reserve Your Spot

This is   not a workshop—it’s customized training where you can register for   one session or multiple sessions, whether you’re learning solo or as a team.
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EARLY -BIRD DISCOUNT:   Save 10% Off  -   Reserve your spot before   September 18, 2025.
📌 Prepayment is required to secure your training session(s). Once payment is confirmed, you’ll be directed to our booking page to choose your date(s).

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What Makes This Training Different

Hands-on guidance with a QuickBooks Online ProAdvisor
Step-by-step process for year-end financial success
Exclusive lifetime QuickBooks discount
Real-world strategies for entrepreneurs & small businesses
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Exclusive ProAdvisor Offer:
​Save 30% for Life

When you join this training, you’ll also unlock our special QuickBooks Online subscription discount. Pay less every month — for life — and maximize your savings while you streamline your finances.
Claim Your 30% Discount ►

What Other Entrepreneurs Are Saying

​"I attended the QuickBooks Online Training, and it completely transformed how I manage my business finances. The step-by-step guidance made year-end cleanup stress-free, and I feel fully prepared for tax season!"

— Sarah L., Small Business Owner

"As a team, we struggled to keep our books organized. The training helped us set up clear workflows, reconcile accounts, and finally understand our numbers. The lifetime QuickBooks discount was a bonus!"
​

— Mark T., Entrepreneur & Team Lead

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Copyright © 2025 - 2030 B&M Financial Management Services, LLC
  • Home
    • Meet the Coach
  • SERVICES
    • FINANCIAL COACHING
    • QuickBooks Support Services
    • STRATEGIC PARTNERSHIPS
    • Free 30-Min Financial Clarity Session
  • SHOP
  • MEDIA
    • BLOG
    • FREE RESOURCE HUB
    • VIDEOS
  • WORKSHOPS & CLASSES
    • WORKSHOPS
  • CONTACT
    • CONTACT US
    • JOIN OUR MAILING LIST
    • FAQ