Certified QuickBooks ProAdvisor / Certified Financial Planner

WEEK 1 — FOUNDATIONS + NAVIGATION
Goal: Build strong fundamentals + understand the full accounting workflow

DAY 2 — QuickBooks Mastery

Topic: Chart of Accounts (COA)

If your Chart of Accounts is wrong, your reports are useless.

🔍 Learn this:

Assets → what the business owns (Cash, Equipment)

Liabilities → what it owes (Loans, Payables)

Equity → owner’s investment

Income → revenue

Expenses → costs

💡 Critical Concept:
Normal Balance

Assets & Expenses → Debit

Liabilities, Equity, Income → Credit

🧠 Practice:
✔️ Create:

Owner’s Equity

Cost of Goods Sold

New Bank Account

🔥 Pro Tip:
Don’t over-create accounts. Keep it clean and logical.

✅ Outcome:
You understand why accounts exist, not just how to create them.

📌 CTA:
“Comment ‘COA’ if you want a sample chart of accounts template 👇”

Watch:

Intuit QuickBooks 221 likes, 3 comments. "Understanding how the chart of accounts works in QuickBooks Online"

30-Day QuickBooks Mastery Plan

📅 WEEK 1 — FOUNDATIONS + NAVIGATION

Goal: Build strong fundamentals + understand the full accounting workflow

📌 DAY 1 — System Orientation (Know Your Battlefield)

Before entering transactions, you must understand the system structure. Most beginners fail here.

🔍 What to explore:

Dashboard → gives financial snapshot (cash, expenses, profit)
Left Menu → Sales, Expenses, Banking, Reports
Settings → company setup, accounting rules
Accountant Tools → reclassify, write-off, reconciliation tools

💡 Key Insight:
QuickBooks is workflow-based, not just encoding. Every action affects reports.

🧠 Practice:

Open a demo/practice company
Click every menu (yes, everything)
Change 1 setting (e.g., enable account numbers)

✅ Outcome:
You should feel comfortable moving around without guessing.

📌 CTA:
“Have you explored all menus before using QuickBooks? Comment YES or NO 👇”

https://www.youtube.com/watch?v=yOa8dYEjcJQ

Finance Tip

Separate your personal and business bank accounts — it keeps your reports clean and makes tax filing easier.

Call To Action

Let’s get your books in order — message me today to start your bookkeeping journey!

Fun Fact

Did you know? The word ‘bookkeeping’ is the only English word with three consecutive double letters!

Quick Tip

Schedule time each month to review your profit & loss — it tells you exactly how your business is doing.

Common Mistake

Not tracking small expenses can hurt your bottom line — every peso counts.

Client Benefit

When you know your numbers, you can plan your business future with confidence.

Personal Story

I started bookkeeping because I wanted to help entrepreneurs worry less about finances.

Productivity Hack

Batch your financial tasks once a week instead of daily — saves time and boosts focus.

Common Question

Do I work with startups? Yes! I help new businesses set up their books the right way from day one.

Service Highlight

Need monthly reports? I create easy-to-read financial statements so you understand your numbers.