Do you actually understand your own financials? If you are a Florida small business owner, self-employed professional, real estate agent, or independent contractor running QuickBooks — but not really trusting what it shows you — this class is built for you. Philip Seely, a 30+ year business owner and licensed financial professional, teaches you how to set up your accounts correctly, read your reports with confidence, and eliminate the costly errors that happen when the numbers are wrong. No accounting degree required.
Price: $579 | Live online and on-demand formats available
Who This Class Is For
This class is designed for Florida business owners and professionals who use or plan to use QuickBooks Online and want to get it right — not just set it up and hope for the best. Two full days from 8:30 AM to 4:30 PM delivered in a small online class or arrange a one-on-one on demand.
This class is the right fit if you are:
-
A Florida small business owner managing your own books
-
Self-employed and filing your own Schedule C or working with a CPA who needs clean data from you
-
A real estate agent tracking commissions, expenses, and splits
-
An independent contractor or freelancer who needs to understand your income and expenses
-
A solopreneur who has avoided looking at your financials because they do not make sense
-
Anyone who opened QuickBooks, got overwhelmed, and closed it
What You Will Learn
Module 1: Setting Up QuickBooks the Right Way
-
Choosing the correct QuickBooks Online plan for your business type
-
Setting up your chart of accounts correctly from day one
-
Connecting bank accounts and credit cards without creating duplicate transactions
-
Understanding the difference between cash and accrual accounting — and which one applies to you
Module 2: Day-to-Day Operations
-
Recording income and expenses correctly
-
Categorizing transactions so your reports actually reflect your business
-
Reconciling your accounts — and why this matters more than most small business owners realize
-
Handling invoices, receipts, and contractor payments
Module 3: Reading Your Financial Reports
-
Understanding the Profit & Loss (P&L) statement — what it tells you and what it does not
-
Reading the Balance Sheet — assets, liabilities, and equity explained in plain language
-
Using the Cash Flow Statement to understand why a profitable business can still run out of money
-
Running reports that actually help you make decisions
Module 4: Tax Preparation and Working with Your CPA
-
What your CPA needs from QuickBooks and how to give it to them
-
Identifying deductions you may be missing because of incorrect categorization
-
Preparing your books for year-end without scrambling in January
-
The most common QuickBooks mistakes small business owners make — and how to avoid them
Format and Delivery
-
Live online sessions: Interactive, taught by Philip Seely via video. Q&A included.
-
On-demand access: Recorded sessions available for self-paced viewing and review.
-
Both formats deliver the same curriculum.
What Is Included
-
Full Mastering QuickBooks curriculum across all four modules
-
Q&A time with Philip Seely
-
Optional add-on: QuickBooks Online subscription at a discounted rate when bundled with the class
Pricing
$579 — full class, all modules included.
Optional add-on: QuickBooks Online subscription at a discount when bundled with the class enrollment. Ask about this when booking.
Book your seat at philanya.com/book-online
After booking, Gigi from the PHILANYA team will send your meeting link and session details.
Why This Matters
"You shouldn't need a degree in accounting to understand your own business finances."
That is Philip's core message. Most small business owners set up QuickBooks incorrectly, never fully trust their reports, and either ignore the financials or pay someone else to make sense of them. This class gives you the knowledge to change that — permanently. Clean books lead to better decisions, lower tax bills, and a business you can actually see clearly.
Your Instructor
Philip Seely is the President and Broker Owner of PHILANYA, INC., a 100% Veteran-Owned financial services firm in Saint Augustine, Florida. He has been in business for more than 30 years — as a licensed mortgage broker, a financial consultant, and a small business owner who manages his own books. Since 2007, he has been an Intuit ProAdvisor teaching tens of thousands of small business owners how to manage their businesses better with QuickBooks Desktop and Online platforms.
Philip teaches QuickBooks the way he would want to have been taught it: plain language, real-world scenarios, and no wasted time. He does not teach theory. He teaches what you actually need to know to run your business with confidence.
Frequently Asked Questions — Mastering QuickBooks Class
Q: Who is the QuickBooks class designed for? The Mastering QuickBooks class is for Florida small business owners, self-employed professionals, real estate agents, independent contractors, and anyone who uses QuickBooks Online but does not fully trust or understand their own financial reports. No accounting background is required.
Q: What does the QuickBooks class cost? The class is $579. An optional discounted QuickBooks Online subscription is available when bundled with enrollment. There are no hidden fees.
Q: Is the class live or on-demand? Both formats are available. Live online sessions include Q&A with Philip Seely. On-demand access gives you the full recorded curriculum to watch at your own pace.
Q: What QuickBooks topics does the class cover? The class covers: correct account setup, day-to-day transaction recording and reconciliation, reading the Profit & Loss, Balance Sheet, and Cash Flow statements, and preparing clean books for your CPA and tax filing. Four modules total.
Q: Do I need to already have QuickBooks to take this class? Having a QuickBooks Online account is recommended so you can follow along hands-on. If you do not have one yet, Philip will cover how to choose the right plan as part of the class. An optional bundled subscription is available at a discount.
Q: How do I book the class? Book directly at philanya.com/book-online. After booking, the PHILANYA team will send your meeting link and session details.
Q: Who teaches the QuickBooks class? Philip Seely, President and Broker Owner of PHILANYA, INC. He is a 30+ year business owner and licensed financial professional in Saint Augustine, Florida. He teaches from real-world experience, not a textbook. He has been an Intuit ProAdvisor since 2007.