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Class Schedule

QuickBooks Online Fundamentals
August 17 and 19, 2020 6:30 pm - 9:00 CDT

When it comes to bookkeeping, there are a lot of bad habits and outdated methods that need to be unlearned. Often small business owners struggle with QuickBooks® Online because they don't know where to begin learning the new powerful features of cloud accounting software. Come join QuickBooks® Online ProAdvisor Steve Chase as he teaches you the current best practices with working in QuickBooks® Online. In this class, you will learn how to become comfortable with navigating the user interface, managing the bank feeds, creating common transaction workflows such as invoices and receiving payments, reconciling bank accounts and preparing Profit and Loss reports.

Price $159

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Excel Bootcamp
August 24-28 M-F 3pm -4:30 pm CDT

This course will connect students (ages 16+) with other peers interested in developing their Excel skills. Students will be exposed to real-world data scenarios that will challenge them to understand how data is collected, manipulated, and reported. After completing this course, students will be one step closer to passing the Microsoft Office Specialist Excel Associate Exam MO-200. 

Beginner Skill level

Price $150

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Excel PivotTables & Tables
September 10, 2020 8:15 am - 10:30 am CDT
  • Import data with PowerQuery
  • Sort and Filter
  • Create Subtotals
  • Perform Calculations in a Table
  • Calculate, Summarize and Analyze Data with PivotTables

Intermediate skill level

 Price $79
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Excel Formulas & Functions
September 17, 2020 8:15 am - 10:30 am CDT
  • Lookup and Reference (Xlookup vs. Vlookup, and Match)
  • Text (Concatenate, Trim, Right, Left, Mid)
  • Math (Sumifs)
  • Statistical (Countifs)
  • Logical (If Statements)
  • Date & Time (Today & Now)
  • Goal Seek

Intermediate Skill Level
Price $79

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Excel Conditional Formatting & Charts
September 24, 2020 8:15 am - 10:30 am CDT
  • Conditional Formatting
    • Highlight cells based on logic
    • Top/Bottom rules
    • Data Bars, Icon Sets, and Color Scales
  • Charts
    • Line, Bar & Column Charts
    • Sparklines
    • Chart Templates
    • PivotTable Charts

Intermediate Skill Level
Price $79

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Getting Started with QuickBooks Online
September 29 (Part 1) and September 20 (Part 2), 2020 8:15 am - 10:30 am CDT

Join Advanced QuickBooks Online Pro Advisor, Steve Chase, for best practices in getting up and running with your QuickBooks Online account.  You’ve connected and synced your bank and credit cards to the bank feeds. Now what?

This course will give students hands-on experience working with a new QuickBooks Online account.  Discover 3rd party apps that integrate and streamline the bookkeeping tasks. Waste less time during tax season after properly maintaining the month end bank reconciliations.  In addition to answering you most challenging questions, we will also cover:

  • Setting up the chart of accounts
  • Importing customer lists
  • Adding products and service items
  • Creating online invoices
  • Accepting electronic payments

Price $175

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Excel: Getting Started with Power Query
October 1, 2020 8:15 am - 10:30 am CDT

This session will spotlight Excel’s Power Query and how it can help you connect to a wide range of data sources of all sizes and shapes. You’ll see how the “Get and Transform” tools are vastly different from Excel’s common everyday techniques such as copy & paste, text to columns commands, and Vlookup functions.  Power Query users will enjoy saving lots of time after building a repeatable process which makes working with new data sets like monthly reports a breeze to report with.

  • Power Query Editor Tools Overview
  • Get & Transform Data options
  • Integrating QuickBooks Online reports
  • Tips & Tricks

Intermediate Skill Level
Price $79

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Steve Chase is the founder of Sequentia Solutions, a consulting firm which provides training services to small business owners. Steve enjoys helping his clients acquire peace, clarity, and freedom in their bookkeeping and application systems. He is passionate about training business owners to manage their systems and processes to succeed in today’s ever changing business landscape. Steve is a certified Advanced QuickBooks Online ProAdvisor and Microsoft Office Master Specialist. Connect with him on his next class. To arrange custom one on one training email Steve at [email protected] or call 2104104332. 

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