BM Financial Management Services
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WORKSHOPS & CLASSES

Smart Money Moves: Summer QuickBooks Online Training for Small Business Success


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Struggling to keep your books in order?

​Join our Summer QuickBooks Online Training Workshop and learn how to confidently manage your finances using QuickBooks Online. Whether you're a solo business owner or working with a small team, this training will give you the tools, clarity, and confidence you need to keep your business financially healthy.​
Workshop Dates:

Live Virtual Sessions Available Weekly – Choose Your Date After Registration
Duration: 120 Minutes (Solo) or 2.5 Hours (Team)
Location: Online via Zoom
Price:
  • $199 – Single Learner Package
  • $399 – Team Package (2–5 people)
Workshop Key Highlights:

🢡  How to properly set up and customize QuickBooks Online​
🢡  Tips for organizing your chart of accounts and tracking expenses
🢡  Best practices for reconciling bank and credit card accounts
🢡  How to run the reports you need for better business decisions
🢡  Summer bookkeeping tips to prepare for tax season in advance
SIGN UP NOW ►
QUESTIONS? BOOK A FREE CALL ►

The Financial Reset:
​5-Session Coaching for Smart Money Moves

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Are you ready to finally feel in control of your finances — and your future?
If the answer is YES, this is for you!
The Financial Reset: 5-Session Coaching Program — a step-by-step experience designed to help you break free from financial stress, build healthier money habits, and create a clear path toward financial stability.
What You’ll Learn:
  • How to get clarity on your finances (no more financial fog!)
  • How to build a flexible budget that works for YOUR life
  • How to manage debt and save with purpose
  • How to set achievable financial goals
  • How to create a sustainable plan for long-term success
Program Details:
Start Date: Coming soon — you’ll be notified in advance!
Format: Live virtual sessions (recordings available)
Investment Options:
🔹 Full Payment: $297 
🔹 Payment Plan: 2 payments of $160

​BONUS: First 5 registrants receive a FREE private 1:1 coaching call with me!
Secure Your Spot

One-On-One Support

1-on-1 QuickBooks Online Training Class

Personalized Training to Help You Master Your Business Finances

Struggling to navigate QuickBooks Online? You don’t have to figure it out alone. Our 1-on-1 QuickBooks Online Training Class is designed to give you the tools and confidence to manage your books — without the stress or confusion.
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This private, virtual training session is tailored specifically to your business needs. Whether you’re just getting started or need help cleaning up and using features more effectively, we’ve got you covered.
Sessions are flexible and scheduled around your availability.

Get answers to your questions in real-time and walk away with clarity and confidence.

Includes a free QuickBooks Training Workbook  & Setup Checklist!
Schedule Your Training Consultation Now
Spots are limited — Book your session today!

1-on-1 Financial Coaching Session

​Take Control of Your Money — From Anywhere!

​Ready to make smart money moves? With my online 1-on-1 Financial Coaching, you’ll get personalized guidance to help you manage your money with confidence — all from the comfort of your home.

​Together, we’ll tackle budgeting, debt payoff, saving, and more — with a clear plan tailored to your goals.

​Whether you want to get organized, reset your finances, or simply feel less stressed about money, I’m here to support you every step of the way.
  • Convenient online sessions
  • Customized action plan
  • Flexible scheduling
  • Support + accountability
Book Your Session Today
Spots are limited — Book your session today!

SCHEDULE FREE CONSULTATION

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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