Stop guessing. Understand your numbers and take control of your business finances.

QuickBooks is supposed to make running your business easier—but when you haven’t been shown how to use it properly, it can create more questions than answers.

You may be wondering whether you’re entering things correctly, why a report doesn’t make sense or whether the numbers you’re looking at can actually be trusted. You might be putting off bookkeeping until the last minute, spending hours searching online for answers or worrying about what your accountant will find at year-end.

We get it. Most business owners didn’t start their businesses because they were excited about bookkeeping software.

QuickBooks 101 turns an intimidating system into a practical tool you can use with confidence. We’ll teach you our favourite tips, tricks and time-saving processes, explain things in plain language and show you how QuickBooks applies to the everyday realities of your business.

To make getting started even easier, your first month of QuickBooks subscription is covered—so you can focus on learning the system without any immediate added cost.

You’ll learn how to:

• Navigate QuickBooks confidently

• Create, send and manage invoices

• Track payments and understand what customers owe you

• Keep your financial records organized

• Use time-saving tools and more efficient workflows

• Avoid common bookkeeping mistakes and unnecessary cleanup

• Read and understand your key financial reports

• Recognize what your numbers are telling you

• Use financial information to make smarter business decisions

This isn’t generic software training. You’ll benefit from practical knowledge developed through working with businesses across multiple industries. We focus on the information and processes that will actually help you save time, reduce frustration and operate your business more effectively.

You’ll leave with more than a better understanding of QuickBooks. You’ll have greater clarity around your finances, more confidence when making decisions and fewer bookkeeping headaches hanging over your head.

Best for: Business owners who use QuickBooks but feel uncertain, frustrated or dependent on others to understand their numbers—and want to use the system with confidence.

A 6-week, hands-on course for small business owners who want to build simple, effective systems from the start.

Starting a business is one thing.
Setting it up properly is what makes it sustainable.

SMB201 is designed to help you get the foundations right — so your business is easier to run, your numbers make sense, and you’re not constantly guessing what to do next.

This is a practical, small-group course where you’ll work on your own business each week.

Who This Is For

This course is a good fit if you:

• are early in your business (or feel like you skipped a few steps)

• don’t fully understand your numbers yet

• are doing a lot manually and want simpler systems

• want to feel more organized and in control day-to-day

• are tired of piecing things together on your own

What We’ll Cover

Over 6 weeks, we’ll walk through:

• QuickBooks basics (what to track, how to use it, what matters)

• Simple systems & workflows to keep things organized

• Marketing foundations (Google, social, and clarity)

• Using tools like Canva + AI in a practical way

• What to focus on next (based on your business)

What You’ll Walk Away With

• a clearer understanding of your numbers

• simple systems you can actually maintain

• more confidence in your day-to-day decisions

• less back-and-forth, less second guessing

• a business that feels easier to run

Course Details

6-week hands-on course
Thursdays | 9:00–10:30 AM
Starting November 12, 2026

Investment: $700 + tax

What’s Included

✔ 6 live sessions
✔ 1 month QuickBooks subscription and a 2 year continuing discount.
✔ 1:1 session with Emily or Alyssa
✔ Small group (10 spots max)

You don’t need to do everything. You just need to set a few things up properly.

If you’ve been meaning to get more organized, more clear, and more confident in how your business runs — this is a good place to start.