Streamline Your Success with QuickBooks
Take control of your financial management with our expert-led workshops designed to transform the way you use QuickBooks Online.
Whether you’re building your foundation or refining your systems, this hands-on program will help you and your team understand your numbers, streamline your bookkeeping workflows, and confidently manage the financial side of your business.
CFO University: QuickBooks Online — Foundations & Beyond
3-Month Virtual Program | 10 Live Calls + Bonus Session | March 24th - June 25th
This comprehensive program is designed to help business owners and their teams build a strong, practical foundation in QuickBooks Online, with a special focus on independent supermarkets and restaurants.
Through guided sessions, real-time troubleshooting, and hands-on instruction, you’ll gain the knowledge and systems needed to organize your books, track financial activity properly, and make more informed decisions for your business.
What You’ll Learn
Throughout the program, we’ll cover the essential elements of building and maintaining a clean, functional QuickBooks Online system.
Topics include:
Credit card setup and payment workflows
Understanding and interpreting financial reports (P&L, Balance Sheet, and key insights from your numbers)
Bank reconciliations and maintaining clean records
Optimize financial processes to improve efficiency and accuracy
Build confidence in managing day-to-day accounting workflows
Interactive Q&A sessions and hot seats
Real-time troubleshooting
Understanding bookkeeping fundamentals and financial workflows
Proper QuickBooks Online setup and configuration
Structuring and cleaning up your Chart of Accounts
Tracking and categorizing expenses correctly
Managing income and sales (Invoices vs. Sales Receipts)
Integrating and reconciling third-party payment platforms (Uber Eats, Grubhub, merchant processors, Stripe, Square, etc.)
By the end of the program, you’ll have a clearer system, stronger financial visibility, and greater confidence in managing your books.
What’s Included:
10 live training sessions + 1 bonus (hot seat/ Q&A) session
Access to all session recordings
A dedicated learning portal where recordings are organized and stored
Ongoing access to the training library for review and implementation
Access to our group communication space (WhatsApp) for questions and discussion between sessions
This group format allows participants to learn not only from the training itself, but also from the questions and experiences shared within the community.
Why Join CFO University?
Confidence in Your Numbers
Learn how to navigate QuickBooks Online with clarity so you can confidently manage your financial records and understand what your numbers are telling you.
Structured Financial Systems
Build a clean, organized accounting structure that supports accurate reporting and smoother day-to-day bookkeeping.
Industry-Specific Insights
Gain insights from Massiel’s years of experience working in and with independent supermarkets and restaurant businesses.
Hands-On Practical Training
These sessions go beyond theory. You’ll have the opportunity to apply each concept directly within your own QuickBooks environment, and get support as you work on implementation.
Collaborative Environment
Learn alongside other business owners, share questions in the group space, and revisit all session recordings anytime inside the program portal.
Long-Term Business Clarity
Implement systems that reduce bookkeeping stress, save time, and support better financial decision-making.
Program Dates (Live Calls)*
March
March 24
March 26
March 31
April
April 7
April 9
April 23
May
May 5
May 21
June
June 4
June 18
Bonus Call:
June 25 (Hot Seat & Q&A)
Sessions will be approximately 2 in length and will include a formal training session as well as opportunity for Q&A.
Calls will take place on Zoom, between 1:00 PM – 3:00 PM EST.
*Please note these dates are subject to change.
“Massiel is an excellent teacher, she is very patient making sure you understand each step being taught.”
Full Program Investment
$1750
» Pay in Full «
$1,550 (Save $200)
» Payment Plan Options «
2 Payments: $875 × 2
3 Payments: $583.33 × 3
“Not only did I receive the necessary training but I also now have someone that I can go to when in doubt. As a business owner that [provides] peace of mind. Working with this company has been an amazing experience and smooth transition. Together we have developed a strategic business plan that gives me total confidence to run a successful business.”
Join CFO University
Whether you're just starting to organize your books or looking to improve the way you manage your finances, this program will provide the structure, knowledge, and guidance needed to strengthen your QuickBooks Online processes.
Secure your spot today and begin building a stronger financial foundation for your business.
