Workshop Information:

• Check-In Time at 8:00 A.M - Coffee and Pastries Provided; Event starts at 8:30 A.M.
• Location at Ventura City Hall | 501 Poli St, Ventura, CA 93001 | Community Room #202
• This event is presented by: SCORE Ventura and City of Ventura
• This event is sponsored by EDC. Accelerate CA, City of Ventura, Ventura Chamber of Commerce
• The Accelerate California: Inclusive Innovation Hub (Accelerate CA Hub) is funded by the State of California and administered by CalOSBA

Workshop Description

QuickBooks Online can generate dozens of reports—but which ones truly matter for running and growing your business?

In this practical workshop, business owners will learn how to create and interpret the most important

financial reports in QuickBooks Online. Whether you are new to QuickBooks or have been using it for years, understanding your financial reports is essential for making informed decisions and managing your business with confidence.

Participants will explore a few of the most critical reports every business owner should review regularly and learn how to interpret the numbers behind them.

Workshop Objectives:

During this session, attendees will learn how to:

• Generate key financial reports in QuickBooks Online
• Understand the Profit & Loss Statement and what it reveals about business performance
• Read the Balance Sheet to understand what your business owns and owes
• Review Accounts Receivable and Accounts Payable reports to monitor incoming payments and outstanding bills
• Use these reports to make smarter financial and operational decisions

This session is designed for both beginner and seasoned QuickBooks users who want to strengthen their understanding of their business finances and feel more confident reviewing their numbers.

Presented By: by Juliana Ramirez

by Juliana Ramirez of JR Bookkeeping, who brings over 25 years of accounting experience helping small business owners organize and understand their finances. Through JR Bookkeeping, Juliana supports clients in handling as much or as little of their business finances as they desire, empowering business owners with the tools and knowledge they need to succeed.