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 1: “QuickBooks Online CEO Tools: Dashboards, Automations & High-Level Insights”

Session Description:
Master QuickBooks Online as your business intelligence tool! This advanced session is designed for business owners ready to leverage their financial data for strategic decision-making. Learn to maximize QuickBooks Online’s built-in dashboard features, create custom reports that act as KPI tracking tools, and implement automation features that save time while providing better financial oversight. Perfect for CEOs who want to transform their QuickBooks Online data into actionable business insights!

What You’ll Learn:

• Master QuickBooks Online’s dashboard and learn to read key financial indicators at a glance
• Create custom reports that track the metrics most important to service businesses
• Set up classes, customers, and projects to analyze different aspects of your business
• Implement QuickBooks Online automation features and establish oversight processes
• Design regular reporting workflows that keep you informed without overwhelming you