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Financial Business Classes

Understanding how it all works is the first step in building your business

2024 Class Schedule for Tucson

4 Hours • In Person (Tucson) • $159/pp


The Expert Accountant presents a BOI Compliance Filing Workshop – a hands-on, interactive session providing comprehensive guidance on the latest FINCEN (BOI) compliance requirements. Tailored for Business Owners, Entrepreneurs, Compliance Officers, Legal Professionals, or anyone involved in BOI-regulated activities, this workshop will assist you in completing the new mandated forms.

Key Learning Objectives: understanding BOI compliance, navigating BOI regulations, filling out crucial BOI forms, and a Q&A session.

Choice of Class Dates...

Thurs, Feb 22, 2024 @ 10am-2pm

Tues, Mar 5, 2024 @ 10am-2pm

The Expert Accountant: How To Read Financial Statement Class

4 Hours • In Person (Tucson) • $150/pp


Confused about financial statements? Don’t know a balance sheet from a Google Sheet? Then this class is for you!

You will learn, in simplified terms, how to understand a Profit and Loss Statement and a Balance Sheet. You will be amazed at how easy it is with our easy and interactive class!

There will be business owners and staff that are on the same page as you!  You got this!

Choice of Class Dates...

Wed, May 1, 2024 @ 9:30am-1:30pm

Mon, Oct 7, 2024 @ 9:30am-1:30pm

The Expert Accountant: Contracting 101 With Quickbooks Online Class

2 days • In Person (Tucson) • $400/pp


Being a contractor has its challenges. This class will focus on the practical aspects of contracting: Project management, policies/procedures, accounting, vendor/supplier management, job costing, lien waivers and pricing your services.

Any questions you have as a Contractor will be answered!

Choice of Class Dates...

Tues, June 18 and Wed, June 19, 2024 @ 9:30am-2:30pm

Tues, Nov 5 and Wed, Nov 6, 2024 @ 9:30am-2:30pm

The Expert Accountant Budgets Forecasting Cashflow Class

4 Hours • In Person • $150/pp


We are going to demystify your tax return! Discover why understanding tax returns can empower you financially and keep you in good standing with the tax authorities! We’ll break down confusing terms like “taxable income”, “depreciation”, “tax credits” and “deductions”! 

Get to know some of the most common tax forms and what they are all about as well as picking the correct entity type for business owners. Together, we’ll peek at sample tax returns and discuss each line in a friendly and approachable way.

Choice of Class Dates...

Tues, June 11, 2024 @ 9:30am-1:30pm

Wed, Nov 13, 2024 @ 9:30am-1:30pm

The Expert Accountant Quickbooks Online What Do You Want To Know Zoom Class

2 Hours • via ZOOM • $75/pp


This is going to be interesting! Bring your questions, your challenges and even your AHA moments to this class! We are going to brainstorm and resolve any challenges you have!

Don’t know what recurring transactions can do or how to do it? Bring it on!

Don’t understand how sales tax works?No problem! Let’s get all your questions answered!

Choice of ZOOM Dates...

Tues, April 16, 2024 @ 10am-Noon

Thurs, Aug 8, 2024 @ 10am-Noon

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