The complete step-by-step bookkeeping solution built for retail boutique entrepreneurs.
Learn how to setup QuickBooks Online and integrate it with your other systems so you can FINALLY know your numbers, stress less, make informed business decisions, and be ready for tax day!
Retail Bookkeeping Basics
You will be given the know-how and the tips-and-tricks that I have taught my one-one-clients and that I use in my own all-inclusive accounting services.
What you will learn in this training is essential to maintaining a complete and accurate bookkeeping system, with confidence.
To get started, I am going to teach you the fundamentals of retail bookkeeping, so that you understand the flow of money through your business, and how it is recorded in your bookkeeping system.
You will then see how easy it is to use the navigation features of QuickBooks Online, specific to the flow of money in and out of your retail business.
Mastering QuickBooks Online
- I am going to show you how to setup your QuickBooks Online FOR SUCCESS!!
- I am going to train you how to accurately code out your bank activity with accuracy and ease.
- I am going to teach you how to accurately recognize your sales, cost of goods sold and inventory purchases.
- I am going to put emphasis on reconciling your money, so that you have a checks-n-balance system in place.
- I am going to teach you how to read your financial statement reporting.
My GOAL:
Is to establish the importance of your bookkeeping in management reporting, and to give you the confidence to produce and analyze your financial statements - so that you have and understand … your financial story.
I am going to provide you with all of the tips and tricks, warnings and special instructions, allowing you to navigate your new bookkeeping system with accuracy and confidence.
But, most important - I am going to teach you consistency and confidence.
ADD-ON OPTION for One-on-One Support:
Learning to manage your own bookkeeping can feel a bit scary and possibly overwhelming.
If you are in a space that you find value in one:one guidance and support, or if you would like to have a She Profits Now professional review your bookkeeping data file, either before, during, or after you complete this course, we have added the option to engage with us for a GET ON TRACK session.
During this GET ON TRACK, our team will review your QuickBooks Online data file. We will make notes on where we can guide you to me most accurate in your DIY bookkeeping. We will then meet with you via Zoom and screen share to train, guide and answer all of your questions.
The Mastering QuickBooks for the Retailer course is quite simple to get through, yet we find that our creative boutique entrepreneurs tend to overthink the tasks, thus get paralyzed and cannot move forward.
This is OK, because we have your back. We are here to walk along side you in this journey of mastering your QuickBooks Online.
During the Get on Track, we will help you move forward, execute what you have learned, WITH CONFIDENCE.
If this interests you, you will find the option to ADD-ON Get on Track after you purchase the course. The cost is $600 and we are 100% confident it will be worth the investment.
Frequently Asked Questions
Your Instructor
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I am passionate about:
I am passionate about being a Woman Warrior Entrepreneur!!
And, I love serving my She Profits Now clients through Profit & Cash Flow Improvement Coaching and Advisory Services.
My passion is in the boutique retail, spa and salon industries. My experience in these industries extends from the accounting & financial management function into inventory management, operational efficiencies, team optimization and cash flow allocation management - which allows me to deliver a diverse level of consultative services with a neutral perspective.
I pride myself with providing business owners guidance, sound advice and mentoring with a confident ear.
Professional Experience:
I am a graduate of Minnesota State University Moorhead with a Bachelor of Science in Accounting and Business Management.
Since 1991, I have been gaining business advisory and accounting experience, using a diverse portfolio of software solutions in the accounting and retail industry - while implementing business and operational systems and solutions that promote healthy financial decision making for the small business owner.
Over the years, I have vetted, certified and partnered with leading Accounting, Point of Sale and Merchant software companies as assurance that I am recommending to my clients and implementing technology that supports their daily operation and growth goals.
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Cheers To Your Beautiful Success !!