Small Business Annual Checklist in January

Go through our adulting checklist – what do you really need to know about your business?

Business credit, loans, planning, and taxation – just to name a few highlights!


Email [email protected] for a meeting invite

Email us for interest in other upcoming workshops!

Happy Hour Marketing Basics in July

Have a little fun –  – and get to know your inner marketing! Spend 30 minutes with a quick marketing demo (video, booklet on marketing basics) – then break apart for our Q&A on marketing 101



QBO Bills & Expenses in August

We will teach you the ropes of adding bills, paying bills, and expensing items in Quickbooks Online. For the average user, expenses aren’t always what they seem! Did you purchase a car, computer, or lease equipment? These are not typical expenses and we will go through questions and bring in your expenses through your bank account online!


Airbnb Security in September

Short-term rentals are a favorite consulting topic. For the dozens that we’ve set up for homeowners, there are questions on everything from security cameras to house rules. Join us to explore your STR knowledge for a 20 minute presentation and 20 minute Q&A.

QuickBooks Online in December

Learn the ins-and-outs of QuickBooks payments from free check processing to invoicing. You will need a QuickBooks online account or we can sign you up for one the same day ($45-60 per month for premium accounts).

We will walk through setting up customers, creating invoices, connecting to payments, and customizing your logo and templates.

It will start with a 30 minute presentation – then we’ll break apart for 20 minutes of Q&A.

Email [email protected] for a meeting invite

Email us for interest in other upcoming workshops!