FREE QuickBooks Basics Workshop

 

Get Your Books Set Up Right in 60 Minutes

 

Join me for a FREE live workshop where I'll show you exactly how to set up QuickBooks, categorize transactions correctly, and run your first P&L report—so you can finally understand where your business stands.

 

🗓️ Monday, June 29, 2026

⏰ 10:00am - 11:00am Pacific Time

💻 Online via Teams (link sent after registration)

Save My Spot - FREE

This is a hands-on, practical session where you'll walk away with actionable steps to get your books organized, whether you decide to work with me or not.  

 

📊 The #1 reason your books feel overwhelming

- Hint: It's not you, it's your system  

 💡 QuickBooks basics: Dashboard tour & what actually matters

- Skip the features you'll never use, focus on what you need  

 💳 How to categorize transactions correctly

- COGS vs Operating Expenses vs Owner Pay, finally explained in plain English

 📈 Running your first P&L report

- And actually understanding what it's telling you  

 🎯 Your next steps

- Whether that's DIY, getting help, or joining my programs

 

 WHO THIS WORKSHOP IS FOR

✓ Business owners who fell behind on their books and don't know where to start  

✓ Anyone who opens QuickBooks and immediately feels lost  

✓ People making business decisions based on bank balance instead of actual data  

✓ Business owners tired of paying accountants to clean up messes  

✓ Anyone who wants to understand their numbers without hiring a full-time bookkeeper

WHO I AM

(AND WHY YOU SHOULD LISTEN)

I'm Kyle Vines, and I've been cleaning up messy books for 6+ years.  

I've seen every version of "I have no idea what I'm doing with my books" there is. And I promise, yours aren't as bad as you think.

Here's what I know:

Most business owners avoid their books because no one ever taught them what to do in plain language. They're not lazy or irresponsible—they're just overwhelmed by jargon and guessing if they're doing it right.

  That's what this workshop fixes.  

I'll show you exactly what to do, in the order you need to do it, without accounting terminology that makes your eyes glaze over.

  

By the end of this hour, you'll know:

- Where to start (even if you're months behind)

- What to focus on (and what to ignore)

- How to categorize the transactions you see every day

- Whether you're profitable or just busy  

 

In short, I'm a:

- Professional bookkeeper for 6+ years

- QuickBooks Online certified

- Helped 100+ small businesses get their books under control

- Creator of Boss Your Books training program

- On a missions to help as many business owners as I can! 

WHAT HAPPENS AFTER THE WORKSHOP

At the end of this free session, I'll share 3 options for getting ongoing support with your books:  

Option 1: Join Bookkeeping Hour (4-week live bootcamp, starts July 7th)

- Perfect if you want hands-on guidance to catch up and build a system  

Option 2: Take Boss Your Books (self-paced course, lifetime access)

- Perfect if you want to learn at your own pace and reference materials forever  

Option 3: Hire me for done-for-you bookkeeping

- Perfect if you'd rather have someone else handle it entirely  

No pressure. No hard sell. Just clear options so you can pick what works for your business.

REGISTRATION DETAILS

📅 When: Monday, June 29, 2026 at 10:00am Pacific Time  

⏱️ Duration: 60 minutes (10am - 11am PST)  

💻 Where: Online via Microsoft Teams (Link will be emailed to you after registration)  

💰 Cost: FREE  

🎁 Bonus: Everyone who attends gets a free QuickBooks setup checklist

REGISTER NOW - IT'S FREE

This workshop is limited in space so I can answer questions during the session.  

Registration closes June 29 at 9am PST (1 hour before we start).

Save My Spot - FREE

FREQUENTLY ASKED QUESTIONS

READY TO FINALLY UNDERSTAND YOUR BOOKS?

Join me June 29 at 10am PST for a free, hands-on workshop that will show you exactly how to get your books organized and understand your numbers.  

No fluff. No jargon. Just practical steps you can implement immediately.  

 🗓️ Monday, June 29, 2026

⏰ 10:00am - 11:00am Pacific

💻 Online via Teams  

Limited to 100 attendees.

Registration closes June 29 at 9am PST.

Save My Spot - FREE