A Crash Course in Making Your QuickBooks Online More Insightful in 4 Days

Jump into the core steps needed to prepare QuickBooks for analysis and then start on the process of analyzing it.

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    Clarifying how accounting and finance work in the real world, not just textbooks

    Who am I?

    My name is Chas Hart. I am a controller at a high-growth start-up with multiple years of client service-related public accounting experience. The Clarifying Financials project is meant to help people starting out in accounting and finance learn the ropes.

    We are on a quest to bridge the gap between accounting & finance education and what occurs in the real world by talking through experiences and providing resources to equip people as they jump into the industry.

    What will you learn?

    • A process to get comfortable with your accounting accuracy
    • How to walk through your business characteristics to decide what data dimensions you need
    • The best way to implement the changes historically and going forward
    • Building out the specific reports applicable to your business and when you should review them