The go-to course for business owners who want CFO-level confidence- powered by QuickBooks.

Master CFO-level skills and keep control in-house- no pricey consultants required.

Learn to Track, Analyze, and Optimize Your Finances Like a CFO!

CLICK BELOW TO WATCH FIRST!

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4.9/5 star reviews

Thousands of happy customers worldwide

AS SEEN ON

Find Out Why Every Small Business Owner Needs This Training

Does this sound like you?

  • Messy books that make tax time a nightmare.

  • Confusion over which expenses are deductible.

  • No clear picture of cash flow.

  • Time wasted guessing inside QuickBooks.

  • Paying high fees for tasks you could handle yourself.

  • Implement our proven bookkeeping workflow.

  • Master QuickBooks shortcuts that save hours.

  • Generate accurate financial statements on demand.

  • Use our pre-built chart of accounts tailored to your industry.

  • Confidently present numbers to investors, lenders, or your tax pro.

Your Takeaways from This Course

QuickBooks Setup Essentials

Discover how to set up QuickBooks the right way and customize it for your business.

Chart of Accounts & Bookkeeping Fundamentals

Create a foolproof chart of accounts and understand bookkeeping basics.

Managing Income & Expenses

Easily record income, expenses, and receipts to keep your books accurate and audit-ready.

Financial Statements Demystified

Demystify the Profit & Loss, Balance Sheet, and Cash Flow Statement.

Cash Flow & Budgeting Mastery

Build budgets and cash-flow forecasts that keep your business growing.

Payroll, Sales Tax & Compliance

Handle payroll, sales tax, and compliance without stress.

TESTIMONIALS

What our students are saying...

" This course paid for itself in the first week. I finally understand my numbers and saved $3,200 in accountant fees. "

- Karen Patel, E-commerce Store Owner

" As a freelance designer, I dreaded bookkeeping. Now it takes me 15 minutes a week and I always know my cash position. "

- John Doe

" I used to panic at tax time. After taking this course, my books were clean, and my CPA’s bill dropped by half. "

- Roberta Johnson

MODULES

FOLLOW MY STEP BY STEP VIDEO TRAINING

QuickBooks Setup Essentials

Discover how to set up QuickBooks the right way and customize it for your business.

Chart of Accounts & Bookkeeping Fundamentals

Create a foolproof chart of accounts and understand bookkeeping basics.

Managing Income & Expenses

Easily record income, expenses, and receipts to keep your books accurate and audit-ready.

Financial Statements Demystified

Demystify the Profit & Loss, Balance Sheet, and Cash Flow Statement.

Cash Flow & Budgeting Mastery

Build budgets and cash-flow forecasts that keep your business growing.

Payroll, Sales Tax & Compliance

Handle payroll, sales tax, and compliance without stress.

Key Metrics & Financial Analysis

Identify and track the metrics that matter—gross margin, burn rate, break-even point, and more.

Year-End Close & CPA Collaboration

Close the books at year-end and collaborate seamlessly with your accountant.

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4.9/5 star reviews

Run your finances like a CFO- without hiring one

Take control of your business finances with our step-by-step QuickBooks video course taught by an experienced CPA.

Here's what you get:

  • Instant access to over 40 bite-sized video lessons and screen-share tutorials.

  • Essential QuickBooks tips, must-have reporting checklists, and practical, ready-to-use cash-flow worksheets.

  • Access to a private community of other entrepreneurs and business owners, with direct CPA support.

  • Lifetime updates, including new modules on the latest QuickBooks features.

Today Just

$997 one time

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"Best purchase ever!"

" As a freelance designer, I dreaded bookkeeping. Now it takes me 15 minutes a week and I always know my cash position. "

ABOUT YOUR INSTRUCTOR

Meet Angelica

A Certified Public Accountant and Advanced QuickBooks ProAdvisor with 17 years of experience guiding hundreds of small businesses to financial success. She began her career in public accounting before launching her own advisory firm focused on empowering entrepreneurs.

After watching countless small-business owners struggle with confusing spreadsheets and costly bookkeeping mistakes, she realized they needed a practical, jargon-free course that turned them into their own CFOs—so she built this program.

Graduates have streamlined bookkeeping, reduced accounting fees by up to 50%, and finally understood their numbers—leading to smarter decisions and higher profits.

  • Certified Public Accountant (CPA) and Advanced QuickBooks ProAdvisor

  • Helped over 3,000 entrepreneurs clean up their books and save on taxes

  • Featured financial expert in Forbes and Entrepreneur

  • Speaker at QuickBooks Connect and Small Business Expo

  • Author of the bestselling eBook "Small Business Finance Made Simple"

  • Creator of a five-star rated online finance training program

WHO IS THIS FOR...

Perfect for entrepreneurs, freelancers, and small business owners who want to confidently manage their books and make informed financial decisions.

E-commerce Store Owners

Service-based Entrepreneurs

Freelancers & Consultants

Coaches & Creators

Brick-and-Mortar Retailers

Real Estate Investors

Non-Profit Founders

Side-Hustlers

STILL NOT SURE?

Satisfaction guaranteed

We want you to find value in our trainings! We offer full refunds within 30 days. With all of our valuable video training, we are confident you WILL love it!

STILL GOT QUESTIONS?

Frequently Asked Questions

Will this course replace my CPA?

No. This course is designed to complement the work you do with your CPA, not replace it. You’ll learn how to get more out of QuickBooks and understand your numbers better, which makes your time with a CPA more efficient (and often less expensive).

Will this course work for me if I’m not an accountant?

This course builds on the business knowledge you already have and shows you how to put it to work in QuickBooks

Why not just learn this on YouTube?

You could spend hours digging through YouTube tutorials, but most aren’t built for business owners like you. This course is designed with your perspective in mind—focused, practical, and tailored to running a business, not just clicking buttons in QuickBooks.

Enroll in the course now!

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