Training & Consulting Services

Training

Learn at your own pace or in a collaborative environment. All courses are available in English and Spanish, with live support and downloadable materials.

QuickBooks Basic Course
Beginner Level

Learn to manage your business finances with confidence.
This foundational course offers a step-by-step, hands-on introduction to QuickBooks Online, perfect for entrepreneurs, freelancers, or anyone starting with business accounting.

Course Overview:

• QuickBooks Online Setup

• Adding Accounts, Vendors, and Clients

• Categorizing Expenses

• Generating Financial Reports

• Recorded Classes + Practice Videos

• Visual Learning Materials

• Live Support and Q&A

QuickBooks Advanced Course
Experienced Users

Take full control of your business finances with advanced QuickBooks tools.
This course is designed for entrepreneurs, bookkeepers, and business owners who already understand the basics and want to optimize their use of QuickBooks Online for efficiency, control, and decision-making.

Course Overview:

• Advanced Categorization & Account Management

• Bank Rules & Automation

• Custom Reports and Dashboard Setup

• Recurring Transactions

• Budgeting and Forecasting

• Class & Location Tracking

• Troubleshooting Common Errors

• Monthly and Quarterly Closing Process

• Live Support, Practice Scenarios & Resources

Tax Preparation Training

Learn the fundamentals of preparing individual and business tax returns.
This training is ideal for beginners or aspiring tax preparers looking to understand the software and workflow behind accurate, professional tax filings. Through hands-on sessions and real-case scenarios, you’ll gain the skills needed to navigate the platform and start offering compliant tax services.

Course Overview:

• Introduction to MyTaxPrepOffice

• Creating client profiles and managing returns

• Navigating forms and entering tax data

• E-filing process overview

• Understanding compliance basics

• Tips for client communication and document requests

• Includes guided sessions, practice exercises, and support

Consulting Services

Let’s work together to solve specific issues in your accounting or business strategy.

One-on-One Consulting

Private consulting sessions tailored to your exact situation—perfect for QuickBooks setup, expense review, or tax questions.

• Includes personalized recommendations and templates

• 45 to 60 minutes per session

• $75.00

Group Consulting

Ideal for small teams or co-founders. We walk you through shared challenges in accounting, finance, or business operations, with space for group Q&A.

• Up to 4 participants

• Includes recap summary and resources

• $120.00