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Melissa San Roman

1:1 Training / Help

1:1 Training / Help

$189

Overwhelmed with QuickBooks? Uncertain about transaction categorization? Enroll in my QuickBooks Live Training Course for personalized guidance tailored to your business needs.

With two decades of entrepreneurial experience, I've mastered QuickBooks and financial strategies.

✅ Course Highlights:

  1. QuickBooks Categorizing: Whether you're new or already using QuickBooks, we'll streamline your setup. I'll guide you through screen sharing, ensuring accurate categorization

  2. QuickBooks Reporting: Master the creation and customization of critical financial reports in QuickBooks, including profit and loss statements and balance sheets. Learn to interpret these reports for strategic decision-making, identifying trends and opportunities to drive business growth and efficiency.

  3. Financial Health Check: Collaborate with me for an in-depth analysis of your finances, identifying strengths and uncovering cost-saving avenues to enhance both your business and entrepreneurial skillset

🔍 My Credentials:

  • QuickBooks Pro Advisor

  • Launched my entrepreneurial journey 20 years ago, used managing finances using QuickBooks

  • Built and sold two multi-million dollar ventures, one sold to a public company

  • Expert in boosting business finance and revenue growth strategies


Your Investment: $199 USD
Time: 1 Hour

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