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3 DAY BOOKKEEPING BASICS BOOT CAMP

Upcoming Course Dates:
May 11th - 13th 2027 | Sept 7th - 9th 2027


Whether you're a tax professional looking to add another profitable service, an aspiring bookkeeper ready to build a new skill, or a business coach who wants to better support clients, this 3-Day Bookkeeping Course is designed to give you the foundation you need before taking on real bookkeeping work.

This beginner-friendly, live training focuses on the core bookkeeping concepts, QuickBooks Online fundamentals, and practical workflows that every bookkeeper should understand. The 3-Day Bookkeeping Basics Boot Camp gives you an opportunity to experience hands-on bookkeeping training and my teaching style before deciding whether you're ready to move into the full 35-Day Bookkeeper.


What You'll Learn


• QuickBooks Setup
Learn how to correctly set up a new QuickBooks Online company, configure company settings, organize bank feeds, and create a solid bookkeeping foundation from the very beginning.

• Chart of Accounts
Understand how to build and customize a Chart of Accounts that supports accurate financial reporting and better tax preparation. You'll learn why the Chart of Accounts is one of the most important parts of every bookkeeping system.

• Categorization & Best Practices
Learn how to properly categorize income and expenses, avoid common bookkeeping mistakes, and create books that are accurate, organized, and tax-ready.

• Client Onboarding Overview
Get an introduction to bringing on new bookkeeping clients, gathering the information you need, and creating an organized onboarding process that builds client confidence from day one.

• Pricing Strategies Overview
Learn the basics of pricing bookkeeping services so you can confidently determine how to charge for setup projects, cleanup work, and recurring monthly bookkeeping.

• AI in Bookkeeping
Discover how artificial intelligence can improve bookkeeping efficiency, automate repetitive tasks, and support your workflow while maintaining accuracy and consistency


Choose How You Want to Get Started


Try Me Out — $197


Attend the 3-Day Bookkeeping Basics Boot Camp for $197 and experience three days of live, hands-on training before committing to the full 35-Day Bookkeeper.


Ready for the 35-Day Bookkeeper — $500 Deposit


Already know you're ready? Put down your $500 deposit toward the 35-Day Bookkeeper, and the 3-Day Bookkeeping Basics Boot Camp is included.

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