QuickBooks Online for CEOs of Service-Based Businesses

Who is this for:

• Business owners who outsource bookkeeping but want to understand their reports and ask better questions
• CEOs ready to use financial data for strategic decision-making rather than just compliance
• Business owners who want to implement oversight controls and early warning systems
• Established businesses (3+ years) looking to optimize and scale operations
• Leaders who are tired of being surprised by their financial position
• Entrepreneurs planning for expansion, loans, or investor meetings who need to speak intelligently about their numbers
• Business owners who want to spot problems before they become crises
• Anyone who has completed Series 1 or has equivalent QuickBooks Online experience

Session 3: “QuickBooks Online Cash Flow Mastery: Planning, Forecasting & Control”

Session Description: Take control of your cash flow once and for all! This session focuses on the financial management strategies that separate thriving businesses from struggling ones. Learn to track and manage accounts receivable like a pro, implement systems that ensure you get paid on time, and use QuickBooks Online’s tools to predict and plan your cash flow. Essential for any service business owner who wants to eliminate cash flow surprises and build financial stability!
What You’ll Learn:

• Master accounts receivable aging and management strategies
• Set up automated invoice tracking and follow-up systems
• Use QuickBooks Online budgeting tools for accurate financial planning
• Create recurring transactions for predictable revenue streams
• Implement cash flow management strategies that ensure business stability