QuickBooks Online Training & Help for Canadian Small Businesses

QuickBooks ProAdvisor | CPA, CA, CFA | 15+ years experience

Whether you're an accountant onboarding clients, a bookkeeper levelling up, or a business owner trying to get your books in order — you're in the right place.

Training

Learn QBO on your own schedule

Webinars & Courses built for where you are right now.

  • $47

QuickBooks Online Done Right

  • Webinar
  • Started Apr 21 at 5:00 PM UTC

Most small business owners set up QBO and figure it out as they go. The result? Bank feeds that don’t match, sales taxes that aren’t set up correctly, and a scramble every tax season. This webinar cuts through the confusion. In 60 minutes, you’ll learn how QBO should actually be used on a day-to-day basis so your books are clean, your reports make sense, and you can feel confident your numbers are accurate.

  • $45

QuickBooks Online Made Simple (Masterclass)

  • Course
  • 16 Lessons

Key Features and Time-Saving Tips Managing your bookkeeping in QBO can feel confusing at first. But once you understand the rational behind it and how to use the essential features, it becomes much more intuitive. In this masterclass, I will guide you through the features that matter most. You will learn how to reduce errors, improve accuracy and save time, even if you are just getting started.

  • $27

QuickStart Your QuickBooks (Book)

  • Download
  • 2 files

QuickStart Your QuickBooks is your go-to guide for Canadian small business owners who want to master QBO. This comprehensive book takes you from beginner to intermediate user with step-by-step instructions, real-world examples, and clear screenshots. Whether you're just getting started or looking to use QBO more effectively, this guide will help you gain clarity and streamline your finances.

Consulting

Your QBO file needs work. Let's sort it out.

Sometimes the issue isn't knowledge. Rather it's that the damage is already done and you need an expert to go through the file with you. I work with business owners, accountants, and bookkeepers on a range of QBO issues.

Not sure if your situation fits? Just reach out.

QBO Consultation

A focused one-hour session where we dig into your specific file and issues together. Sessions typically cover one or more of the following:

Cleanups: Reconciliation errors, misclassified transactions, incorrect HST/GST entries, chart of accounts problems

Setup & onboarding: Getting your file built correctly from day one — chart of accounts, tax codes, opening balances

Training: Understanding specific features, workflows, and best practices tailored to your business

Reporting: Customizing and interpreting your QBO reports to get insights that actually help your business

How it works

✓ Book a one-hour session at $229 + tax

✓ We dig into your file and issues directly

✓ Session fee applied toward any further cleanup work

No lengthy intake forms. No discovery calls. Just book and we get to work.

$229 + tax · 1-hour session

Customer Testimonials

Free resources

Not ready to buy? Start here.

Free QBO setup checklist

Make sure your file is built on solid foundations from day one.

80% off QBO for your first 8 months

Use my partner link for the best available discount on a new QBO subscription.

30+ QuickBooks articles

In-depth guides on specific QBO topics, written for a Canadian context.

QBO video tutorials

Step-by-step video walkthroughs, free on YouTube.

About me

Hi, I’m Ronika Khanna, a CPA, CA, and CFA with over 15 years of experience helping Canadian small business owners, solopreneurs, and freelancers simplify accounting, taxes, and finance. Through my company, Montreal Financial, I’ve helped numerous business owners navigate their finances and feel more confident.

I’m passionate about breaking down complex financial topics and making them accessible for everyone—even if numbers aren’t your thing. My approach is practical and action-oriented, designed to empower you with the tools and knowledge you need to make informed decisions and save time and money.

Whether it’s through my books, courses, or consultations, my goal is to help you stress less about finances and focus more on growing your business.