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Financial Trainings

With close to 8 years of experience in the accounting and financial industries, we want to offer training to individuals and entities seeking professional support. Whether you're a business owner or a nonprofit seeking to train your staff, we can help with the following:

Bookkeeping & Quickbooks 101

New to bookkeeping or Quickbooks Online? Hire us for a custom class or 1:1 support on the ins and outs of the software. 

Combo Classes

We're available for in depth classes covering multiple topics - from high level accounting to nitty gritty bookkeeping!

Saving for your Child's Future

We offer an informational session on different options that are available for saving for children's future, including saving for college education. 

Accounting 101

Don't know how to read financial statements? Unsure what a chart of accounts is? We offer group or individual classes on accounting basics so you can feel confident in your business or entity finances.

Digital Assets

We offer informational presentations on what digital assets are, what options exist, and how the financial industry landscape is changing with this new technology.

Custom Trainings

Don't see a topic listed here but curious to learn more? Contact us with your idea and we'll let you know if we can support you! Please note that, although these trainings can be customized to your needs, we are not able to provide personal financial advice. They are for educational purposes only.

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