Streamline Your Business
Advance Your Business Skills with Expert Training
Associates Accounting offers hands-on workshops and training built for business owners who want practical skills, not theory. Backed by decades of real-world accounting experience and years of teaching QuickBooks and business fundamentals, each training offering is structured in multiple levels—allowing you to start where you are and continue building skills over time. From foundational bookkeeping to advanced tools and AI education, the focus is on clear systems, usable knowledge, and smarter ways to work with confidence.
Skill-Building (90-Minute) Workshops
QuickBooks Bootcamp
QuickBooks training at Associates Accounting is structured to support all experience levels, from beginner through advanced. Led by a QuickBooks ProAdvisor, the training is skills-focused and self-paced, allowing you to build confidence and understanding over time. Each module is designed for practical use, helping you manage your books with clarity and control.
How To Start A Business in NC – Forms & Filings
Clear, step-by-step guidance for starting a business in North Carolina. Learn which forms and registrations are required, how to complete state and federal filings, and how to set up your business correctly from the start. We’ll cover entity setup, tax registrations, and compliance basics—helping you avoid common mistakes and move forward with confidence.
Planning for Success: Budgeting Basics
Create realistic budgets and financial plans you can actually use. Learn how to project income and expenses, plan for cash flow, and make informed decisions throughout the year. We’ll focus on practical tools and straightforward methods—so budgeting becomes a guide for your business, not a frustrating spreadsheet exercise. You’ll leave with a clearer understanding of where your money is going and how to plan confidently for what’s ahead.
Business Entity Types: S-Corp, LLC, Sole-Proprietorship, & Partnership
This workshop helps business owners understand the different business entity options and how each one impacts taxes, liability, and reporting requirements. We’ll break down common entity types—such as sole proprietorships, LLCs, and corporations—in plain language, so you can make informed decisions based on your business goals. Learn the pros, cons, and practical considerations of each option before you file, change, or grow your business.
AI for Small Business: Introduction
For small business owners who want to understand how AI can support everyday business tasks—without needing a technical background. Learn what AI tools can (and can’t) do, how they can improve efficiency, and where they fit into accounting, operations, marketing, and planning. We’ll focus on practical use cases, simple workflows, and responsible adoption, so you leave with a clear understanding of how to start using AI in ways that make sense for your business.
Understanding Financial Statements
Make sense of financial statements and use them to make better decisions. Learn how to read and understand the Profit & Loss statement, Balance Sheet, and Cash Flow statement—and how these reports work together to reflect the health of your business. We’ll focus on what the numbers mean, what to watch for, and how to use financial statements as tools for planning, budgeting, and growth.
Reconciling Accounts Made Simple
TThis workshop walks business owners through the process of reconciling bank and credit card accounts in clear, practical terms. Learn why reconciliation matters, how to match transactions accurately, and how to identify and fix common issues. We’ll cover simple monthly workflows that help keep your books clean, your reports reliable, and your financial systems running smoothly.
Excel for Small Business
Improve efficiency with Excel through practical training built for small businesses. With beginner, intermediate, and advanced course options, you can develop skills at your own pace while learning real-world techniques for managing data, tracking information, and supporting better business decisions.
Half & Full-Day Clinics – Hands-On Learning with Real Progress
For business owners who want focused, hands-on time to work through important accounting and compliance tasks, Associates Accounting offers full-day clinics. These immersive sessions provide deeper instruction, guided work time, and practical support—allowing you to leave with real progress made, not just notes. Lunch is included so you can stay focused and make the most of the day.
1099 Clinic: Who, Why & How
This half-day clinic is designed for business owners who work with independent contractors and want to handle 1099 reporting correctly and confidently. We’ll cover who should receive a 1099, why proper classification matters, and how to prepare, review, and file 1099 forms accurately. You’ll learn how to identify common mistakes, organize contractor information, and understand compliance requirements—so you can avoid penalties and stay on track. The day includes guided work time to review your own records and prepare for filing.
Year-End Clean-Up & Tax Readiness Clinic
This full day clinic helps business owners get their books organized and ready for tax season. We’ll focus on cleaning up common issues, reviewing accounts, reconciling balances, and ensuring your financial reports are accurate and complete. Learn what needs to be reviewed before year-end, how to prepare clean records for your tax professional, and how to avoid last-minute stress. With dedicated work time and expert guidance, you’ll leave with clearer books and a stronger foundation for the year ahead.
Setting Up Your Books the Right Way
For new and growing businesses that want to set up their accounting records correctly from the start. We’ll walk through establishing a solid bookkeeping foundation, including account structure, opening balances, workflows, and best practices for ongoing maintenance. With guided work time and hands-on support, you’ll begin setting up your books in a way that supports accurate reporting, compliance, and easier decision-making—so your financial systems are built to grow with your business.
Share Your Learning Goals
We want to hear from you! Tell us what you’re eager to learn, and we’ll keep you updated on our upcoming workshop dates. Your input helps us tailor our sessions to meet your needs.