Linda Coad, CPA Logo
$249 per participant*
(Price includes lunch and one free hour of follow-up one-on-one consulting a $175 value)
*Participants supply thier own laptop
Keeping it Simple
Last Saturday of every month
Building Efficiencies
First Saturday of every month
10:00 a.m. – 4:00 p.m.
10 minute a.m. break
40 minute lunch break
10 minute p.m. break
(Linda will be available for questions during breaks)
1612 Kenilworth Avenue
Charlotte, NC 28203
Click here for directions

"I worked with Linda for 5 years while I was General Manager of the Dilworth Coffee roasting company. Under Linda's guidance, we were able to bring our accounting 'in house', streamlining the financial management of the company. We relied heavily on Linda's extensive knowledge of QuickBooks and her studied and thorough approach to financial management. My personal experience working with Linda was so great that I turned to Linda for training and advice on my own start up company."

— Sanford May



QuickBooks® Training Workshops

I’ve heard it many times; people that have taken a QuickBooks® training class have come away feeling like they have wasted their time and money. This is because most of the training classes are too broad based and many of the functions QuickBooks® offers are above and beyond the fundamentals you need to know to get started – especially if you are not an accountant. I’ve been working with QuickBooks® for 19 years and training clients for 15 years. I’ve developed a successful method of training so that even the most unacquainted QuickBooks® users are able to understand and use the essential tools to meet their daily business bookkeeping needs.

Small and Personalized

My workshops are small, four to five participants, designed to provide you with the basic knowledge about the day-to-day functions of QuickBooks® and give you plenty of time to actually create and start using your QuickBooks® company file. There will be ample time for hands-on work with your own information. Each participant will be surveyed ahead of time to find out past QuickBooks experience, the QuickBooks® version being used, nature of your business, and the current status of your QuickBooks® data file. Once this information is obtained, you’ll be provided with a list of documentation to bring with you to the class to use during workshop time.

Tax Expertise

In setting up and using your QuickBooks® company file, the goal of generating information necessary to prepare accurate and complete tax returns is paramount. My workshops incorporate nearly 20 years of experience preparing tax returns from financial statements generated from QuickBooks®.

Courses Offered

I. Keeping it Simple - Basics of QuickBooks®

Course expectations:

  • Get started and set up your new or existing business
  • Become proficient with your basic daily and monthly bookkeeping procedures
  • Setup and get started with current transactions
  • Reconcile accounts
  • Track your cash balances
  • Track your income and customer activity
  • Track your expenditures and vendor activity
  • Prepare financial reports for tax returns
  • Customize your toolbar

II. Building Efficiencies - Getting More out of QuickBooks®

Course expectations:

  • Set up and use memorized transactions
  • Set up automatic banking transactions
  • Set up budgets
  • Establish routine procedures for bookkeeping
  • Coordinate record keeping and organization
  • Track cash flow and performance
  • Personalize invoices
  • Class tracking

III. QuickBooks® and Trust Accounting for Attorneys

This course is designed to teach attorneys how to use QuickBooks® for the basic day-to-day accounting that is needed to manage a successful practice, meet professional responsibilities for trust accounts and facilitate compliance with tax filing requirements. This course is accredited by the North Carolina Bar for ethics CLE annual requirements.

Course expectations:

  • Set up your new or existing law practice in QuickBooks®
  • Become proficient with your basic daily and monthly bookkeeping procedures
  • Review trust account reconciliation requirements
  • Learn how to reconcile accounts in QuickBooks®, including trust accounts
  • Track your cash balances and manage cash flow
  • Track your client billings and accounts receivable
  • Track your expenditures and vendor activity
  • Generate financial reports necessary for tax compliance
  • Customize the QuickBooks® toolbar for your specific needs to save you time


If you are interested in attending one of the workshops, please contact Linda at or call +1 704 343 2623.

Linda Coad CPA, PA is not an affiliate of Intuit and therefore neither party, Linda Coad CPA, PA or Intuit, endorse the other party's product of service, expressed or implied.



© Linda Coad CPA, PA. All Rights Reserved. | Privacy Policy | Legal Disclaimer |