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Upcoming Workshops
QuickBooks Online Workshop Series
Build clean books. Create simple systems. Understand your numbers.
If QuickBooks Online feels confusing, messy, or “technically working but not really”… this training is for you.
This two-day, in person workshop experience takes you from financial foundations + correct QBO setup (Day 1) to efficient workflows + real reporting insights (Day 2)—so you can stop guessing and start trusting your numbers.
Workshops can be taken individually, but for the best experience we recommend attending both days.
February 12th & 13th - Joliet, MT
12:00pm - 4:00pm MST daily
Learn more and register!
February 18th & 19th - Bozeman, MT
Day One - 12:30am - 4:30pm MST - Register Here
Day Two - 8:30am - 12:30pm MST - Register Here
FREE WEBINAR
AI in Construction Finance:
What's Working & What's Next
Friday, March 21st from 9:00 - 10:00am PST
AI promises to revolutionize how contractors manage finances—from automated bookkeeping and streamlined expense tracking to optimized cash flow and improved job cost forecasting. But what's truly valuable and what's just hype?
We'll break down where these tools deliver tangible benefits and where human expertise remains irreplaceable.
What you’ll learn:
- How to identify and navigate AI’s limitations and inaccuracies
- Why human expertise remains essential in closing books and filing taxes
- Methods for analyzing financial reports with AI tools
- Techniques for generating and modifying estimates using tools like ChatGPT and ClaudeHow to leverage AI to automate data entry for bills, invoices, and receipts
Who Should Attend:
- Contractors, builders, and construction business owners
- Anyone looking to leverage AI for smarter financial decision making
- CFOs and financial managers in construction
Upcoming Speaking Engagements
Every year we travel the country speaking at various accounting and industry specific conferences and events. Interested in attending? See where I'll be speaking this year below and register today in a city near you!
JLC Live
March 26 - 28
- Contractor QuickBooks Blunders: Top 10 Fixes
for Profit & Control
- From Chaos to Cash Flow: QuickBooks Project
Mastery for Contractors
Dallas Build Expo
April 22 - 23
QuickBooks for Contractors -
Beginner & Advanced
Past Workshops Available for Purchase
This series has ended, but the recordings are still available for purchase!
Advanced QuickBooks Online Workshop Series
Refine Your QuickBooks Online Expertise.
These sessions are tailored for business owners and professionals who already have a foundational understanding of QuickBooks Online and are ready to develop more advanced skills for managing their business finances.
Topics include:
- Undeposited Funds & Reconciling Sales
- Payroll
- Reconciling Your Entire Balance Sheet
- Advanced Reporting & Customizing Reports
Book Us For Your Next Event
Looking for an engaging speaker for your next business event or workshop?
Book Sam, our QuickBooks expert and seasoned entrepreneur, to deliver insightful, actionable presentations tailored to your audience.
With years of experience in QuickBooks, business finance, and entrepreneurship, Sam breaks down complex financial topics into simple, practical strategies. Whether you're hosting a conference, business seminar, or a training session for your team, Sam’s expertise will equip attendees with the knowledge to streamline their financial processes and grow their businesses.
Request These Free Resources Today!
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8:30am to 4:00pm PST