$197.00 USD

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QuickBooks Workshop for CPG Brands

Set up your Quickbooks right the first time!

More often than not when I start to work with clients on raising money for their business, their Quickbooks is a MESS and there is no way for us to move forward until it gets cleaned up. Sometimes it never does. It is so daunting to go back and fix the past. But what IF this didn't have to be your story about financial tracking? What if we just set up your Quickbooks CORRECTLY from the start for YOUR packaged food business?

I have teamed up with my new favorite consultant, Kira of Heritage Bookkeeping, to deliver an AMAZING Quickbooks workshop to help save you time and frustration while setting your business up for success.

✅ Which Quickbooks Account is right for you and how much will it cost?

✅ How to edit and set up a chart of accounts for a packaged food business with a easy cheat sheet

✅ How to set up your invoices to make your life easier and reconcile them correctly (this is where I see my clients do it WRONG a lot)

✅ How and when to create a memo vs a refund

✅ Recording and reconciling bank transactions

✅ Why we don't use the inventory function or cash flow function in QB

✅ How to run and read P&L and Balance Sheet reports (and use them to help you in your business)

You have lifetime access to the recording and tools AND as a special bonus, I have included my Cash Flow training and tracking tool!