In this demonstration Cait & Gabie from CBC will present common bookkeeping account structures and processes used in Quickbooks Online. This will include step by step demonstrations for applying real life scenarios, accounting insight of best practices and what should be avoided, and how to verify entries to feel confident in your bookkeeping.

Who This Clinic Is Designed For:
• Entrepreneurs just starting out who want to set up their books correctly from day one
• Business owners who feel overwhelmed by their current system
• Growing businesses ready to level up their financial processes
• Owners preparing for funding, tax season, or strategic growth

What You’ll Walk Away With:
• A thorough demonstration of basic bookkeeping account structures for Quickbooks online
• Clear recommendations to set up or clean up your current Quickbooks account
• Real life examples of common transactions
• Opportunity to ask these professionals questions during the session
• Increased confidence when speaking to lenders, accountants, and tax professionals

Stop guessing. Start tracking. Build financial clarity.

If your books feel messy, unclear, or inconsistent — this demonstration is for you.

Meet the Presenters

Cait (she/her) is a worker owner at Capital Bookkeeping Cooperative (CBC) and has been with the coop for over 4 years. She enjoys working on budgeting projects and introducing/teaching open book management. She has worked hands on with clients to establish books for emerging businesses, maintain books for a variety of business types, and managed bookkeeping clean-up projects.

Gabie (she/her) has been with Capital Bookkeeping Cooperative (CBC) for under a year. In this time she has worked with a variety of clients such as sole-proprietors, non-profits, small businesses, and other coops. She attended University at Albany for Finance & Business Management and also received her MBA when she returned to continue her education. Her professional background is primarily in finance for tech corporations.

Find out more about their work at https://www.capitalbookkeeping.coop/