Keeping accurate books is an important part of running a successful small business, but using accounting software effectively can sometimes feel like another job on your already-full schedule.
If you use QuickBooks—or are considering using it—an upcoming live online workshop can help you learn how to set it up properly and develop bookkeeping habits that make managing your business finances easier.
QuickBooks for Small Business Owners: Set It Up Right, Keep It Clean will take place online on September 30, 2026, at 12:00 PM EST. This practical 90-minute session is designed specifically for small business owners who want to get more out of QuickBooks while keeping their financial records organized and ready for tax time.
What the Workshop Covers
The session will be led by Will Tharrington, CPA, and Andrew Bosserman, CPA and Tax Attorney, who will walk participants through the setup habits and everyday workflows that can help keep business books accurate and manageable.
Topics will include:
- Getting started with QuickBooks: Choosing the right QuickBooks version for your business and properly setting up your company file.
- Building your chart of accounts: Creating an account structure that reflects how your business actually operates.
- Connecting your accounts: Linking bank and credit card feeds and learning how to categorize transactions correctly.
- Weekly and monthly bookkeeping: Understanding reconciliations, maintaining accurate records, and developing a routine that keeps your books current.
- Invoicing, expenses, and payroll: Learning the basics of managing some of the most common day-to-day financial activities in QuickBooks.
- Understanding financial reports: Becoming familiar with the Profit & Loss Statement, Balance Sheet, and Cash Flow Statement—and what each can tell you about your business.
- Preparing for tax time: Andrew Bosserman will discuss tax-time readiness and common bookkeeping mistakes business owners should avoid.
The goal is not simply to learn where different QuickBooks features are located. The workshop focuses on creating better bookkeeping habits so business owners can spend less time cleaning up financial records and more time understanding what their numbers are telling them.
Meet the Instructor
Will Tharrington, CPA, is the Managing Member of Tharrington CPA, PLLC in Charlotte, NC. He holds a Bachelor of Science in Accounting from UNC Charlotte and a Master of Accountancy from Wingate University and brings more than 15 years of experience spanning multiple accounting firms. His practice helps small businesses and their owners with bookkeeping, tax preparation and planning, payroll, due diligence, and advisory services across a range of industries.
The workshop will also feature Andrew Bosserman, CPA and Tax Attorney, who will provide guidance on tax-time readiness and some of the common mistakes small business owners should watch for when maintaining their books.
Workshop Details
- Workshop: QuickBooks for Small Business Owners: Set It Up Right, Keep It Clean
- Date: September 30, 2026
- Time: 12:00 PM EST
- Duration: 90 minutes
- Format: Live Online Workshop
- Presenters: Will Tharrington, CPA, and Andrew Bosserman, CPA and Tax Attorney
Register for the Workshop
If you want to improve the way you use QuickBooks and establish cleaner bookkeeping habits for your business, this workshop provides an opportunity to learn directly from experienced accounting professionals.
REGISTER FOR THE QUICKBOOKS WORKSHOP
Why Clean Books Matter for Small Business Owners
QuickBooks can be a powerful tool, but the quality of the information it provides depends on how consistently and accurately the system is maintained.
When transactions are categorized incorrectly, accounts are not reconciled, or bookkeeping is allowed to fall behind, business owners may have difficulty understanding their actual financial position. Those problems can become even more noticeable when it is time to prepare taxes, apply for financing, create a budget, or make an important business decision.
Developing a consistent bookkeeping routine can make financial management much easier.
More importantly, understanding reports such as your Profit & Loss Statement, Balance Sheet, and Cash Flow Statement can help you move beyond simply recording transactions. These reports can provide valuable insight into profitability, available cash, expenses, debt, and the overall financial health of your company.
Whether you are setting up QuickBooks for the first time or trying to clean up an existing system, learning how to use it correctly can help create a stronger financial foundation for your business.
At YMA Financial, entrepreneurs and startup founders can explore business consulting, startup planning, and business development support. Educational opportunities like this workshop complement that planning by helping owners better understand the financial side of running a business.