S.P.A.R.K. - Work Smarter in QuickBooks: A Hands-On Workshop for Small Businesses

The latest installment in our lunch and learn educational series, designed for small business clients, presented by our Small Business Accountants and Advisors.
Ready to move beyond the basics and put QuickBooks to work for your business? This interactive, hands-on workshop is designed specifically for small business owners, bookkeepers, and staff who already use QuickBooks and focuses on practical skills you can apply immediately. Participants will work directly in QuickBooks to reinforce best practices, improve accuracy, and gain confidence using the tools that support strong financial management.
Through guided exercises and real-world examples, you’ll learn how to:
- Apply proper transaction categorization and avoid common errors
- Perform bank reconciliations with confidence
- Customize reports for better insight and decision-making
- Use time-saving features and workflows more effectively
This is a bring-your-laptop session, ideal for those who want hands-on experience, personalized guidance, and the opportunity to ask questions while working directly in the software. You’ll leave with actionable skills, practical takeaways, and a stronger command of QuickBooks for everyday business needs.
RSVP by July 1.