Free live workshop

QuickBooks Fast and Easy

Get set up and ready for tax time in one live session. In 75 minutes, you will see how to set up QuickBooks Online, record your income and expenses, and reconcile your accounts, so your books are ready when tax time arrives.

Saturday, November 14, 2026 12:00 PM Eastern Live on Zoom, 75 minutes

Save your spot

Free to attend. A replay is sent to everyone who registers.

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What we cover

A clear plan for the 75 minutes

5min
WelcomeWhat you will walk away with and how the monthly rhythm works.
10min
Setup, a quick passCompany information, chart of accounts, and connecting your bank and credit cards.
15min
Recording incomeInvoices, receiving payments, and matching deposits from your bank feed.
15min
Recording expensesCategorizing your bank feed, entering and paying bills, and rules that save time.
20min
Reconciling, liveOne full reconciliation, from the bank statement to a $0.00 difference.
5min
Your monthly flowThe daily, weekly, and monthly checklists that keep QuickBooks ready.
5min
Help, if you want itWays to work with me: a course to learn it yourself, or a done for you setup.

Who it is for

Made for business owners getting ready for tax time

New to QuickBooksYou want a simple path from setup to a monthly routine.
Already using QuickBooksYou want to confirm your income, expenses, and reconciliations are right.
Looking for better informationYou want reports that help you make decisions, as well as file taxes.

Your host

I'm Preshus Phifer, a QuickBooks Certified ProAdvisor with 15 years of bookkeeping experience. I started Phifer Bookkeeping in 2013, and I love helping business owners feel confident in their numbers.

Questions

Good to know

Is the workshop free?

Yes. Registering and attending cost nothing.

Do I need QuickBooks open during the workshop?

You can follow along in your own QuickBooks Online or simply watch. Either way, you will see each step.

Can I watch the replay?

Yes. Register and I will send the replay to you, whether or not you can join live.

Will you share ways to get more help?

Yes. In the last few minutes, I explain how to learn it yourself with my course or have me set it up for you.

Ready to feel confident in QuickBooks?

Join me live on Saturday, November 14 and leave with a plan you can follow right away.

Save my spot