Turn overwhelm into clear success

“As an overwhelmed business manager juggling all aspects of my small business, I didn't even know what I didn't know about bookkeeping and QuickBooks. 

Despite her deep expertise, she knows how to break things down clearly, and she genuinely cares about positioning you for success.”

 

YOUR ONE-STOP-SHOP FOR

DIY Bookkeeping and Financial Management

WELCOME.

In the early days of entrepreneurship, you are handling everything yourself and, for most, finding affordable support and easy-to-follow instructions on how to manage your finances is the hardest part.

Avoidance is natural. Anxiety is common. Don’t fret! Budget-friendly clarity surrounding your finances is also within reach. 

We believe wholeheartedly that no business owner is “bad” at money. You’ve made it this far. Now we’ll help you level up and cruise through your bookkeeping with confidence!

Our suite of courses is designed to put the power back in your hands. No fluff, no complicated jargon, just straightforward guidance and step-by-step instructions tailored to small businesses like yours.

Our courses make it easy and fun to take control of your business finances.

 
 
 
Quickbooks Online Basics Course
Quickbooks Online Basics Course

QUICKBOOKS online basics

QuickBooks Online Basics 

Our no-nonsense, self-paced course that walks you step-by-step through the basics of QuickBooks Online (QBO) so you can set up and manage your business’s finances with ease. 

Whether you’re just starting out with your own DIY bookkeeping or ready to feel more confident and in control of QBO, this is the one for you!

QUICKBOOKS ONLINE BASICS COURSE OVERVIEW

The DIY Bookkeeper's dream come true. No more sorting through countless posts or YouTube videos for basic QBO setup information. No more feeling overwhelmed every time you think about your books. You’re a phenomenal business owner, and we will not let you be bested by QuickBooks. 

QBO Basics will help you skip the heartache with all the easy-to-follow QuickBooks support you need in one place.

In this course you’ll learn how to: 

  • Customize QBO settings to your business

  • Categorize your business’s transactions like a pro

  • Avoid fines and penalties by catching common bookkeeping errors

  • Create and analyze monthly reports

  • Gain clear insights into the workings of your business

  • Feel confident about your DIY bookkeeping

Along the way, we show you helpful time-saving and sanity-restoring QBO features, tips, and tricks about taxes, loans, 1099s, and even the software itself. 

QBO Basics is the course that can make your DIY bookkeeping process as easy and seamless as possible.

“Jessica is Awesome. She's knowledgeable, professional, and incredibly patient! She provided clear instruction for many aspects of QuickBooks, from reconciling, custom reporting, and navigating the system, to name a few.”

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Quickbooks Online Invoicing and Bill Pay Course
quickbooks invoicing and bill pay course

QBO Invoicing & Bill Pay

QBO Invoicing and Bill Pay 

Collecting money and managing bills have never been easier. 

If you are creating (or planning to create) invoices and bills using QBO, this course will help you make these processes as organized and efficient as possible.

Less time in QBO = more time for things you actually love.

QUICKBOOKS ONLINE INVOICING & BILL PAY COURSE OVERVIEW

The QBO Invoicing & Bill Pay Mini-Course walks you through both the invoicing process and the bill payment process from creation to completion.

You’ll get time-saving step-by-step instructions on invoicing, automation, estimates, tax settings, billable expenses, reports, and so much more.

In this course you will learn to: 

INVOICING

  • Save time on invoicing by customizing QBO settings to your business

  • Streamline client/customer transactions from estimate to receipts

  • Run reports that can help you ensure that your invoices get paid 

  • Troubleshoot common issues that can occur with invoicing

  • Understand unique QBO features like automatic fees for late payments, progress invoices, and customizing products and services for ease of use. 

BILLS

  • Customize your settings to prepare for bill payment

  • Manage, pay, and track vendor bills

  • Pay bills directly through QuickBooks Online

  • Discover helpful reports to manage bills and bill payments

The invoicing and bill management processes in QBO are not always simple, but they can be with the right training from Beam Financial Group!

“She's extremely knowledgeable about QuickBooks Online and I'm grateful for her help as I'm now capable of maintaining my account myself. Jessica is always there if I have a question!"

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 “Jessica is a QuickBooks genius. While I thought I could handle my books myself with a business background, I was completely overwhelmed with what I should be doing. I was spending hours every month tracking every detail with excel, which really was just creating more work when it came down to tax time. 

I knew about QuickBooks and dabbled with it a bit a few years ago but thought the system was way too complex and more than I actually needed. Now that my business has different streams of income, I really needed to get organized with a system that I didn't have to think or worry about, and also something that just runs itself. I decided to try a simple, online version and gave Jessica a call to help me get set up (side note, don't try and do this yourself, you need an expert!) 

Not only is Jessica smart, diligent, and super organized, she is also a pleasure to work with. I am so beyond grateful that I decided to work with Jessica because now I'm a QuickBooks nerd myself (also, the app is awesome). If you're struggling and spending too much time being your own bookkeeper, please call Jessica! I can't recommend her enough!”