QuickBooks® Training That Business Owners Actually Understand—and Use
Professional QuickBooks® Training for Local Business Conferences
Most business owners use QuickBooks® every day—yet very few actually understand what their numbers are telling them.
That gap creates confusion, poor decisions, tax surprises, and stalled growth.
I deliver clear, practical QuickBooks® training designed specifically for non-accountants—training that helps business owners understand their financials, avoid common mistakes, and use QuickBooks® with confidence.
This is not software walkthrough fluff.
This is real-world financial clarity.
Who This Training Is For
This session is ideal for conferences serving:
-
Established small business owners
-
Service-based businesses
-
Contractors and trades
-
Professional services
-
Entrepreneurs managing their own books
If your audience uses QuickBooks® but:
-
Isn’t confident in their reports
-
Unsure if their books are accurate
-
Struggles to explain their numbers
-
Wants better financial control
This training meets them where they are—and elevates
What Attendees Will Learn
Attendees leave with immediate clarity and practical takeaways, including:
-
How to set up QuickBooks® correctly from the start
-
The most common bookkeeping mistakes that distort reports
-
How to read a Profit & Loss and Balance Sheet with confidence
-
What “clean” books actually mean (and what they don’t)
-
How to spot red flags before they become costly problems
-
How to use QuickBooks® to support better business decisions
No jargon. No overwhelm. Just clarity.
Training Format
This presentation can be delivered as:
-
Keynote session
-
Breakout workshop
-
Interactive training session
Length options:
-
60 minutes
-
90 minutes
-
Half-day workshop
Content can be customized based on:
-
Industry focus
-
Experience level
-
Conference theme
Why Conference Organizers Choose This Training
✔ Practical, actionable content
✔ High engagement and audience relevance
✔ Clear explanations for non-financial audiences
✔ Real-world examples business owners recognize immediately
✔ Leaves attendees more confident—not confused
This session consistently receives strong feedback because it respects the audience’s intelligence while removing the intimidation factor around financials.
About the Presenter
I’m a professional bookkeeper and financial clarity advisor who works daily with business owners to clean up, organize, and interpret their QuickBooks® data.
I don’t teach theory.
I teach what actually works in real businesses.
My approach bridges the gap between bookkeeping, decision-making, and confidence—so business owners walk away empowered, not overwhelmed.
Bring This Training to Your Event
If you’re hosting a local business conference, workshop, or educational event and want to provide high-value, practical financial training your attendees will actually use:
👉 Contact me to discuss availability, session format, and customization.
I’m happy to tailor the session to your audience and event goals.
