QuickBooks for Small Business Owners: Set It Up Right, Keep It Clean. A - Charlotte

QuickBooks for Small Business Owners: Set It Up Right, Keep It Clean

September 30, 2026 @ 12:00pm EST

Duration: 90 minutes

LIVE ONLINE Workshop

Get more out of QuickBooks in this practical, small-business-focused session with Will Tharrington, CPA, and Andrew Bosserman, CPA and Tax Attorney. Learn the setup habits and everyday workflows that keep your books clean, your taxes simpler, and your time your own.

In this webinar, we'll cover:

Getting started: Choosing the right QuickBooks version and setting up your company file

Building a chart of accounts that fits your business

Connecting bank and credit card feeds and categorizing transactions

The weekly and monthly bookkeeping cycle, including reconciliations and staying current

Invoicing, expenses, and payroll basics

The reports every business owner should understand, including the Profit & Loss Statement, Balance Sheet, and Cash Flow Statement

Tax-time readiness and common mistakes to avoid, presented by Andrew Bosserman

Will Tharrington, CPA, is the Managing Member of Tharrington CPA, PLLC in Charlotte, NC. He holds a Bachelor of Science in Accounting from UNC Charlotte and a Master of Accountancy from Wingate University and brings more than 15 years of experience spanning multiple accounting firms. His practice helps small businesses and their owners with bookkeeping, tax preparation and planning, payroll, due diligence, and advisory services across a range of industries.

Funded in part through a Cooperative Agreement with the U.S. Small Business Administration. All opinions, conclusions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.