QuickBooks Online Mastery
By B&M Financial Management Services, LLC
Stop Guessing. Start Understanding Your Numbers.
Learn to navigate QuickBooks Online, organize transactions, understand reports, and build confidence in everyday bookkeeping — at your own pace.
Learn to Manage Your Books Like a Pro in 8 Weeks
A step-by-step training program to take you from setup to expert-level financial records management in QuickBooks Online.
FREE PREVIEW:
Try a Free Preview Before You Enroll!
New to QuickBooks Online? Watch our free 4-minute video, Getting Started with QuickBooks: A Quick Tour & What to Do Next.
Get a quick look at QuickBooks Online, experience our teaching approach, and discover how this self-paced course can help you build your bookkeeping skills.
Who The Course Serves
Small business owners
Learn to keep better records, understand income and expenses, review business performance, and work more confidently with a bookkeeper or accountant.
Aspiring and working bookkeepers
Develop practical QBO skills, improve workflow familiarity, learn reconciliation and reporting procedures, and strengthen the foundation needed to support clients.
What You’ll Learn
You’ll gain hands-on experience in every key area of QuickBooks Online, including:
✅ Setting up your company and customizing your financial dashboard
✅ Managing sales, invoices, bills, and bank transactions
✅ Reconciling accounts and tracking cash flow with accuracy
✅ Generating insightful financial and management reports
✅ Preparing your books for tax season and accountant collaboration
✅ Leveraging advanced tools like projects, payroll, and automation
✅ Troubleshooting errors and maintaining audit-ready books
✅ Completing real-world case studies and a final certification project
By the end of the course, you’ll have the skills and confidence to manage your own books — or even provide bookkeeping services to clients.
What’s Included:
→ Full access to the QuickBooks Online Mastery: Beginner → Advanced course
→ 8 in-depth training modules (from setup to advanced financial management)
→ Step-by-step video tutorials and guided walkthroughs
→ Downloadable checklists, templates, and practice files
→ Real-world case studies and hands-on exercises
→ Access to all future course updates and new lessons
→ Ongoing support via student Q&A or discussion board
→ Choose from flexible month-to-month subscription — cancel anytime or Lifetime Access.
→ Includes Certificate of Completion — awarded when you finish all 8 modules, showing you've completed BMFMS's QuickBooks Online Mastery training.
Choose a pricing plan
Monthly Plan: Start Small. Learn Big.
$24.99
per month
$24.99/month
Build your QuickBooks Online skills at your own pace with practical, step-by-step training from B&M Financial Management Services, LLC (BMFMS).
Your subscription includes:
✓ Self-Paced Online Course Access – Learn on your schedule and work through the available lessons at your own pace.
✓ 8 Comprehensive Learning Modules – Explore topics from initial setup and everyday transactions to banking, reconciliations, financial reporting, and advanced workflows.
✓ Step-by-Step Video Lessons – Follow practical demonstrations designed to help you understand QuickBooks Online features and processes.
✓ Practical Learning Resources – Access available worksheets, checklists, and supporting materials to reinforce what you learn.
✓ Real-World Bookkeeping Skills – Develop skills for managing your own business books or preparing to support bookkeeping clients.
✓ Certificate of Completion – Earn a course completion certificate after meeting the course requirements
Subscription Details
• Price: $24.99 per month.
• Course Access: Access remains available while your subscription is active.
• Learning Format: Self-paced online training.
• Certificate Requirement: All course modules must be completed to receive the certificate.
• Renewal: Your subscription renews monthly until canceled, subject to Payhip's subscription terms.
Learn. Apply. Grow.
Take the next step toward understanding QuickBooks Online and building stronger bookkeeping skills with BMFMS.
Build your QuickBooks Online skills at your own pace with practical, step-by-step training from B&M Financial Management Services, LLC (BMFMS).
Your subscription includes:
✓ Self-Paced Online Course Access – Learn on your schedule and work through the available lessons at your own pace.
✓ 8 Comprehensive Learning Modules – Explore topics from initial setup and everyday transactions to banking, reconciliations, financial reporting, and advanced workflows.
✓ Step-by-Step Video Lessons – Follow practical demonstrations designed to help you understand QuickBooks Online features and processes.
✓ Practical Learning Resources – Access available worksheets, checklists, and supporting materials to reinforce what you learn.
✓ Real-World Bookkeeping Skills – Develop skills for managing your own business books or preparing to support bookkeeping clients.
✓ Certificate of Completion – Earn a course completion certificate after meeting the course requirements
Subscription Details
• Price: $24.99 per month.
• Course Access: Access remains available while your subscription is active.
• Learning Format: Self-paced online training.
• Certificate Requirement: All course modules must be completed to receive the certificate.
• Renewal: Your subscription renews monthly until canceled, subject to Payhip's subscription terms.
Learn. Apply. Grow.
Take the next step toward understanding QuickBooks Online and building stronger bookkeeping skills with BMFMS.
$197.00 - Lifetime Course Access
$197
$197.00 - one-time payment
Your Lifetime Membership Includes:
✔ Unlimited access to all Beginner → Advanced training modules
✔ Learn anytime, anywhere—at your own pace
✔ Revisit lessons whenever you need a refresher
✔ Prepare confidently for tax season and year-end reporting
✔ Use the course as your trusted QuickBooks reference library
✔ Receive future course updates as new lessons and improvements are added*
✔ One investment. A lifetime of learning and confidence.
✔ Certificate upon completion
Your Lifetime Membership Includes:
✔ Unlimited access to all Beginner → Advanced training modules
✔ Learn anytime, anywhere—at your own pace
✔ Revisit lessons whenever you need a refresher
✔ Prepare confidently for tax season and year-end reporting
✔ Use the course as your trusted QuickBooks reference library
✔ Receive future course updates as new lessons and improvements are added*
✔ One investment. A lifetime of learning and confidence.
✔ Certificate upon completion
FAQs
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No. This course is beginner-friendly and designed to guide you step-by-step through QuickBooks Online, even if you have no prior experience.
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No. You can use the free QuickBooks Online Accountant account and practice company to follow along with the training.
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This is a fully self-paced online course, allowing you to learn anytime and review lessons at your convenience.
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B&M Financial Management Services brings over 20 years of hands-on experience in bookkeeping, accounting operations, financial analysis, and QuickBooks training. Our goal is to provide practical, easy-to-follow training that helps students confidently apply QuickBooks Online skills in real-world business situations.
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If you have questions or run into challenges while completing the training, support is available. You can reach out for assistance to help clarify concepts, troubleshoot issues, and keep you moving forward with confidence.
Meet Your Instructor: Theresa Todman
Learn QuickBooks Online from Someone Who Understands the Numbers Behind the Business.
With decades of hands-on experience in bookkeeping, accounting, and financial management, Theresa Todman, founder of B&M Financial Management Services, LLC (BMFMS), understands the challenges business owners face when managing their books.
Since establishing BMFMS in 2005, Theresa has helped businesses organize their financial records, manage everyday transactions, reconcile accounts, prepare financial reports, and gain a clearer understanding of their numbers.
Through QuickBooks Online Mastery, Theresa brings her practical experience into an easy-to-follow learning experience designed for small business owners and aspiring or working bookkeepers.
Her goal is simple: to help you build practical QuickBooks Online skills, understand your financial information, and approach your bookkeeping with greater confidence.
Whether you're managing your own business finances or developing skills to support clients, Theresa is here to help you take the next step toward QuickBooks Online mastery.
Student Testimonials
“I went from feeling completely overwhelmed by QuickBooks to confidently managing invoices, expenses, and reports for my business. The lessons were easy to follow and extremely practical.” — Jacqueline Jones
“As an aspiring bookkeeper, this course gave me the hands-on training and confidence I needed to start working with clients. I loved being able to learn at my own pace.” — Samantha King
“The step-by-step training made QuickBooks Online finally make sense to me. I now feel more organized, prepared for tax season, and in control of my finances.” — Geraldine Richardson
