Course curriculum

    1. Introduction to this Course & Instructor

      FREE PREVIEW

    1. Financial Data

    2. Software and Programs to Support You

    3. Financial Glossary

    4. Understanding Financial Statements

    1. Budgeting

    2. Goal Setting

    3. Cashflow Budget Tool

    4. Cashflow Budget Overview

    1. QuickBooks Online Overview

    2. Online Banking - Updating the Activity Feed

    3. Reconcile and Adjust the Register

    4. How do I reconcile?

    5. QuickBooks Online Top Reports to Know and Review

    6. Recording Sales and Undeposited Funds

    7. QuickBooks Online Next Level Details

    1. Monthly Financial Review Checklist

    1. QBo Suggestions in the Bank Feed - What the heck?!

    2. I haven't looked at my books in a LONG time. What do I do next to make this easier?

    3. What do I need to be doing for 1099 contractors?

    4. QuickBooks Loans with Get Paid Upfront

About this course

  • $49.00 / month
  • 22 lessons
  • 2 hours of video content

Discover your potential, starting today

Enroll today

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Thank You

This course is led and designed by your go to operational strategist, Megan Finn

She loves continuous learning, sharing knowledge, and partnering with people and organizations making a difference in their community.

Megan Finn

Megan is Owner and Operational Strategist at Frenzy to Freedom, a consulting firm operating Nationwide. She is a licensed facilitator in addition to specializing in creating efficiencies within finance, team, and processes so that her clients can put more of every dollar earned toward mission fulfillment. Her background in the sustainable travel field created strengths within simplifying systems and procedures for greater profitability. She is passionate about sharing this skill of prioritization towards growth with business owners and executive directors. Megan is driven to help others analyze what brings the most value to their time and energy investment and create implementation plans and the support structure to ensure impactful change.

Benefits of this course

  • Discussion opportunities

    Share your questions and comments. While financials can be set up similarly, they usually aren't! Accounting is creative and there are several ways to do things the RIGHT way.

  • Self Paced

    Learn how to use tools and technology to your advantage. Whether you are just doing the basics or ready to take the next step?

  • Frequent Updates

    We are constantly adding content and updating this site. Check back regularly and don't forget to submit your questions!