TRAINING COURSE

QuickBooks "Train the Trainer"

8 hours
4 sessions, 2 hourS each

per attendee FEE
minIMUM 5 attendees

Fall 2025

About the course:
For instructors, consultants, and coaches who want to teach QuickBooks Online with impact. Learn when and how to offer classes, attract students, and deliver engaging, effective instruction. Observe an expert in action and take away ready-to-use teaching strategies.

This course can be delivered as a Train-the-Trainer program or offered directly to an SBDC center’s clients.

Topics Include:

• Trainer toolkit: tips & tricks

• Best days/times to offer classes

• Strategies to fill your class

• Funnels for ongoing education

• Complete class run-through & teaching methods

• QuickBooks Curriculum

About the Course:
A hands-on, step-by-step guide to mastering QuickBooks Online. Learn how to set up your books, manage transactions, reconcile accounts, and run insightful financial reports—so you can work smarter, not harder.

Topics Include:

• Setting up your company in QBO

• Recording income and expenses

• Managing bank feeds & reconciliations

• Running key financial reports for decision-making

Available as Train the Trainer or direct client training.

TRAINING COURSE

QuickBooks Online Essentials

6 hours total
3 sessions, 2 hours each

per attendee FEE
minimum 10 attendees

About the Course:
If your numbers feel like a mystery, this course will turn them into a story you understand. Learn the fundamentals of financial literacy, streamline cash flow management, and integrate these skills directly into QuickBooks Online. With guidance from Cash Flow Mike, you’ll leave with the tools to make clear, confident financial decisions.

Sessions:

1. Foundations of Financial Literacy (1 hr)

2. Simplifying Cash Flow with Cash Flow Mike (1 hr)

3. QuickBooks Online Essentials (2 hrs)

Take Control of Your Cash Flow with QuickBooks Online is led by Cash Flow Mike, a nationally recognized expert who makes financial management simple and practical for small business owners.

Available as Train the Trainer or direct client training.

TRAINING COURSE

Take Control of Your Cash Flow with QuickBooks Online

4 hours total
3 sessions

per attendee FEE
minimum 10 attendees

TRAINING COURSE

Money in Motion: QuickBooks & LivePlan

5 hours total
4 sessions

per attendee FEE
minimum 10 attendees

About the Course:
Perfect for entrepreneurs who want to connect their day-to-day bookkeeping with long-term strategic planning. Learn QuickBooks Online essentials, set up LivePlan, and seamlessly integrate both for smarter decision-making.

Topics Include:

• Business financial literacy fundamentals

• LivePlan setup & business plan creation

• QuickBooks Online operations

• Integrating QBO & LivePlan for planning as an ongoing activity

Money in Motion is co-led by Kristine Mehler (QBO Advanced ProAdvisor, QBExpress Director of Training) and Peter Thorsson (Director of Business Development, LivePlan).

TRAINING COURSE

QuickBooks for Childcare Business

4 hours total
2 sessions, 2 hours each

per attendee FEE
minimum 10 attendees

About the Course:
Navigate the complex world of funding with confidence. Compare bootstrapping, debt, equity, and grants, then build a personalized funding strategy based on your business stage, goals, and capital needs.

Sessions:

1. Funding landscape overview

2. Debt financing & working capital

3. Equity, alternative funding & grants

About the Course:
Childcare businesses face unique challenges. Learn how to tailor QuickBooks to your industry, track the right metrics, and manage your finances with confidence—whether you run a home daycare or a multi-site center.

Topics Include:

• The 5 pillars of a successful childcare business

• Custom QuickBooks setup for childcare

• Understanding key numbers & benchmarks

TRAINING COURSE

Small Business Funding Paths: Finding the Right Fit

4.5 hours total
3 sessions, 1.5 hours each

CONTACT FOR PRICING

TRAINING COURSE

Becoming Banker Ready: Securing Financing for Your Business

3 hours total
Customizeable Format

CONTACT FOR PRICING

About the Course:
Go beyond the loan application. Learn to present your business in a way that builds lender confidence. Understand what bankers look for—and what makes them nervous—while preparing a strong loan proposal and aligning financing with your growth strategy.

Topics Include:

• Why being “banker ready” matters

• The 5 C’s of credit

• Avoiding red flags

• Loan proposal checklist

• Presenting financials clearly

• Matching loan types to goals

• Managing debt over time

QuickBooks and Financial Training Solutions for SBDCs

We aim to keep trainings fresh and seasonal. Not seeing the course you need to fill the gaps at your center? Well, this is just a sprinkle of what our Popstart curriculum delivers. Contact us to inquire about our full course offerings.

Book a call on Calendly or contact Kim Fedore at kimf@getpopstart.com to explore the perfect training fit for your SBDC. We offer wholesale options so you can generate revenue while delivering high-impact financial and QuickBooks training to your community. Let’s work together to equip entrepreneurs with the tools they need to succeed.

Ready to empower clients and strengthen your center?