Certified QuickBooks ProAdvisor / Certified Financial Planner

17/04/2026

WEEK 1 — FOUNDATIONS + NAVIGATION
Goal: Build strong fundamentals + understand the full accounting workflow

DAY 2 — QuickBooks Mastery

Topic: Chart of Accounts (COA)

If your Chart of Accounts is wrong, your reports are useless.

🔍 Learn this:

Assets → what the business owns (Cash, Equipment)

Liabilities → what it owes (Loans, Payables)

Equity → owner’s investment

Income → revenue

Expenses → costs

💡 Critical Concept:
Normal Balance

Assets & Expenses → Debit

Liabilities, Equity, Income → Credit

🧠 Practice:
✔️ Create:

Owner’s Equity

Cost of Goods Sold

New Bank Account

🔥 Pro Tip:
Don’t over-create accounts. Keep it clean and logical.

✅ Outcome:
You understand why accounts exist, not just how to create them.

📌 CTA:
“Comment ‘COA’ if you want a sample chart of accounts template 👇”

Watch:

221 likes, 3 comments. "Understanding how the chart of accounts works in QuickBooks Online"

08/04/2026

30-Day QuickBooks Mastery Plan

📅 WEEK 1 — FOUNDATIONS + NAVIGATION

Goal: Build strong fundamentals + understand the full accounting workflow

📌 DAY 1 — System Orientation (Know Your Battlefield)

Before entering transactions, you must understand the system structure. Most beginners fail here.

🔍 What to explore:

Dashboard → gives financial snapshot (cash, expenses, profit)
Left Menu → Sales, Expenses, Banking, Reports
Settings → company setup, accounting rules
Accountant Tools → reclassify, write-off, reconciliation tools

💡 Key Insight:
QuickBooks is workflow-based, not just encoding. Every action affects reports.

🧠 Practice:

Open a demo/practice company
Click every menu (yes, everything)
Change 1 setting (e.g., enable account numbers)

✅ Outcome:
You should feel comfortable moving around without guessing.

📌 CTA:
“Have you explored all menus before using QuickBooks? Comment YES or NO 👇”

https://www.youtube.com/watch?v=yOa8dYEjcJQ

31/08/2025

Finance Tip

Separate your personal and business bank accounts — it keeps your reports clean and makes tax filing easier.

30/08/2025

Call To Action

Let’s get your books in order — message me today to start your bookkeeping journey!

29/08/2025

Fun Fact

Did you know? The word ‘bookkeeping’ is the only English word with three consecutive double letters!

28/08/2025

Quick Tip

Schedule time each month to review your profit & loss — it tells you exactly how your business is doing.

27/08/2025

Common Mistake

Not tracking small expenses can hurt your bottom line — every peso counts.

26/08/2025

Client Benefit

When you know your numbers, you can plan your business future with confidence.

25/08/2025

Personal Story

I started bookkeeping because I wanted to help entrepreneurs worry less about finances.

24/08/2025

Productivity Hack

Batch your financial tasks once a week instead of daily — saves time and boosts focus.

23/08/2025

Common Question

Do I work with startups? Yes! I help new businesses set up their books the right way from day one.

22/08/2025

Service Highlight

Need monthly reports? I create easy-to-read financial statements so you understand your numbers.