From Monthly Chaos to Quarterly Reviews
I run a small consulting practice, and before
this course I was manually entering
everything into QuickBooks. Took me three
full days each month just to get caught up.
The breakthrough moment was week four when we
set up rule-based categorization.
Now my bank transactions automatically sort
themselves, my invoices send follow-up
reminders, and I get a weekly summary email
every Monday morning. I still review
everything quarterly with my accountant, but
the daily grind is gone.
The best part? I'm not a tech person. The
instructor walked me through each step using
my actual business accounts, not some fake
demo data. That made all the difference.