Struggling to Use QuickBooks? You’re Not Alone
- Rhonda Davis
- May 1
- 3 min read
If you’re a small business owner in Jacksonville, St. Augustine, or St. Johns County, there’s a good chance you’ve opened QuickBooks… and then immediately felt overwhelmed.
You’re not doing anything wrong.
QuickBooks isn’t hard—but it is confusing without the right guidance.
That’s exactly why we created a beginner-friendly QuickBooks class designed to help you understand the basics quickly and correctly.
Why Most Business Owners Get Stuck in QuickBooks
Many business owners try to figure it out on their own.
What usually happens?
Accounts are set up incorrectly
Transactions are categorized inconsistently
Reports don’t make sense
Bookkeeping gets pushed off
Over time, this leads to:
Disorganized financial records
Missed tax deductions
Stress and confusion
Lack of confidence in your numbers
👉 And the longer it goes on, the harder it is to fix.
If you’ve ever said, “I’ll fix it later” — you’re not alone.
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💡 What Makes This QuickBooks Training in St. Augustine Different
This isn’t a boring class or generic tutorial.
This is a real-world QuickBooks training for small business owners in Florida, taught by two experienced professionals who work in bookkeeping and tax every day.
✔ You’re learning from TWO experts:
* Real client scenarios
* Real mistakes (and how to avoid them)
* Real systems that actually work
✔ Hands-on, practical learning:
* Step-by-step guidance
* Simple explanations
* No accounting jargon
✔ Built for beginners:
You don’t need prior experience — just a willingness to learn.
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What You’ll Learn in This Beginner QuickBooks Class
By the end of this session, you’ll understand:
✔ How to Set Up QuickBooks Properly
Avoid starting off wrong—and needing expensive cleanup later.
✔ How to Track Income and Expenses
Learn how to categorize transactions the right way from day one.
✔ How to Read Your Numbers
Understand your Profit & Loss so you know what your business is actually making.
✔ How to Avoid Common Mistakes
Stop the small errors that turn into big problems later.
Who This Class Is For
A new business owner
Managing your own bookkeeping
Not ready to hire a bookkeeper yet
Unsure if your numbers are correct
Tired of guessing your finances
👉 If that sounds like you, this class was created for you.
Why This Matters Right Now
Running a business in Northeast Florida is competitive.
If you don’t understand your numbers:
You can’t make confident decisions
You risk overpaying taxes
You stay reactive instead of proactive
Business owners who understand their finances:
✔ Grow faster
✔ Stay organized
✔ Make better decisions
Meet Your Instructors
Rhonda Davis – CoreLogix Consulting, LLC
With over 26 years of accounting experience and as a QuickBooks ProAdvisor, Rhonda helps small business owners clean up their books, understand their numbers, and build systems that actually work.
Her approach is simple, practical, and focused on real results.
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Yashira Cordero-Cruz – YCC Business Services
Yashira is a dedicated Quickbooks ProAdvior financial professional focused on helping entrepreneurs understand their numbers and build strong financial and operational foundations.
Her approach is practical, supportive, and focused on helping business owners succeed long-term.
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Class Details
QuickBooks Basics for Small Business Owners (Jacksonville)
📅 Every Wednesday
📍 Jacksonville / St. Augustine / St. Johns County
💻 Online + In-Person Options
💲 $149⚠️ Limited seats available
🚀 Ready to Take Control of Your Finances?
Stop guessing.
Start understanding.
Start growing.
Register Now and secure your seat
❓ FAQ – QuickBooks Training Jacksonville FL
1. Do I need QuickBooks experience?
No. This class is designed for beginners.
2. Is this class local to Jacksonville and is this the only one?
Yes — this is a local QuickBooks workshop in Jacksonville, FL, and nearby areas including St. Augustine and St. Johns County also available online. Yes this is a weekly class.
3. Will I actually learn how to use QuickBooks?
Yes. This is a hands-on workshop — not just theory.
4. Is $149 worth it?
Absolutely. One mistake in your books can cost more than the entire workshop.
5. What if I can’t attend in person?
Online options are available. Make sure you choose online.
What do I need to bring to succeed in the workshop?
Laptop (fully charged outlets are limited)
• Your QuickBooks Online login credentials
• Access to your business bank and credit card accounts
• Recent bank statements (downloaded or saved to your laptop if you prefer not to link accounts)
• Any existing financial records you’ve been using (if applicable)
Brought to You By: Corelogix Consulting & YCC Business Solutions, LLC
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