Setting up Your Financial Workflow with QuickBooks Online

If you hate having to manage your business finances, if your books are a mess and you dread that phone call from your accountant, if it takes forever for your clients to pay because your process is a mess – then listen up!

In this workshop, Instructor Julia Fitzgerald teaches you a financial workflow that will make life easier for you, your vendors and your clients! Using QuickBooks Online, you’ll learn how to keep your books up to date—all the time, not just at tax season.

You’ll discover why it’s important to give your accountant or tax professional access to your books. Explore how to streamline all your financial processes so that you can review your books wherever and whenever you like.

Best of all, climb out from underneath the paperwork, the receipts and the invoices, and get your life back. Your family – and your accountant - will love you for it!

OPPA members and PPA members who attend this event will earn one PPA merit.