Excel Fundamentals
Formulas, charts, pivot tables, data organization and visualization
QuickBooks Online for Small Business
Setting up chart of accounts, recording transactions, managing invoices, and generating basic financial reports in QuickBooks Online
Xero Cloud Accounting Fundamentals
Navigating Xero's dashboard, bank feeds, chart of accounts setup, and day-to-day bookkeeping workflows
Financial Reporting & Analysis
Interpreting income statements, balance sheets, cash flow statements, and key financial ratios for business decisions
HubSpot CRM Certification
🎓 HubSpot CertifiedMaster HubSpot CRM fundamentals — contact management, company records, deal pipelines, activity tracking, and custom properties for teams of any size
HubSpot Revenue Operations Certification
🎓 HubSpot CertifiedAlign sales, marketing, and customer success around revenue goals — pipeline reporting, RevOps frameworks, data hygiene, forecasting, and team handoff processes
Advanced Excel Formulas
VLOOKUP, INDEX-MATCH, array formulas, complex calculations
QuickBooks Payroll & Tax Setup
Configuring payroll runs, employee deductions, tax filings, and year-end W-2 preparation in QuickBooks
QuickBooks Reporting & Reconciliation
Profit & loss statements, balance sheets, bank reconciliation, and custom report building in QuickBooks Online
Xero Invoicing & Accounts Receivable
Creating and sending invoices, setting up payment reminders, managing overdue accounts, and reconciling receipts in Xero
Bookkeeping Essentials for SMBs
Double-entry bookkeeping, general ledger, journal entries, trial balance, and financial statement basics
Small Business Budgeting & Forecasting
Building annual budgets, rolling forecasts, variance analysis, and scenario planning for small business owners