money, money, money!
QuickBooks Basics
Take the stress out of bookkeeping! This hands-on workshop teaches small business owners how to use QuickBooks to track income, manage expenses, and generate reports that support smarter financial decisions.
August 10th at 9Am
Virtual
What will be covered?
Tracking Income & Expenses
How to enter transactions, categorize expenses, and monitor cash flow so you always know where your money is going.
Generating & Understanding Reports
How to run key financial reports like profit & loss statements and balance sheets, and use them to make informed business decisions.
Tips for Staying Organized & Efficient
Best practices for keeping your books accurate, saving time, and avoiding common bookkeeping mistakes.
Andrea russell senior manager, Hungerford
Andrea Russell is a Certified Public Accountant with a Bachelor of Accountancy from Walsh College. She specializes in client advisory services, including accounting system setup and optimization, technology stack recommendations, staff training, and the preparation of monthly and quarterly financial statements. She also provides tax planning and tax preparation services, supporting clients as their businesses grow.
Known for her forward-thinking approach and consistency, Andrea excels at improving processes while maintaining strong, long-term client relationships. She is deeply committed to her community and the profession, serving on the MICPA Industry Expert Panel and volunteering with local organizations, including Uptown Grand Rapids.
“Organized finances mean more time to focus on growing your business.”
faq
Who should attend this training?
This session is designed for Uptown small business owners, managers, or anyone new to QuickBooks who wants to get organized and understand their business finances.
What topics will be covered?
How to use QuickBooks to track income, manage expenses, and generate basic financial reports to help with decision-making.
Is this event free to attend?
Yes! This virtual training is free to Uptown business owners and representatives.
Will there be an opportunity to ask questions?
Yes! The training includes a Q&A where attendees can ask specific questions about any bookkeeping concerns.
Do I need prior accounting or QuickBooks experience?
No! This workshop is beginner-friendly.
where can i find more information or resources?
For more details, contact the event organizers or visit our website.
Mastering your books is mastering your business.
We hope to see you there!
The Uptown Team