Primed for Action with Quickbooks Online

Giving You Clarity and Control of Your Small Business Finances

  Enroll in Course


As a small business owner what is most important to you when it comes to your finances?

  • Feeling in control and having insight into the workings of your business?
  • Being able to make informed decisions or changes based on your financial results?
  • Being well-prepared come tax time instead of scrambling to get ready?

This course is designed to give you just that.


  • You are a business owner just starting out with QuickBooks Online.
  • You are a business owner that has been using QuickBooks Online but you would like a trusted source to reference when you have questions or need to learn a new feature.
  • You offer or would like to offer bookkeeping support to your company or client and would like to learn QuickBooks Online.
  • You are an accountant or bookkeeper that would like to better learn QuickBooks Online.


  • 47 step-by-step screencast videos that you can watch at your leisure or use as a reference.
  • Access to the Primed for Action forum to get updates on new QBO features, get answers to your questions as you go through the modules, and interact with other business owners.
  • Gain access to new screencasts released by Beam Financial Group showing you how to implement new features in QBO or highlighting areas where others have experienced challenges with the software.
  • First-hand knowledge of QuickBooks Online from a Certified Public Accountant (CPA) and Advanced QuickBooks Online Proadvisor who is also experienced working with 100+ clients in this software and other related apps.
  • Best practices that will help set up an ongoing bookkeeping process for you or the person in charge of your bookkeeping.


  • Manage your business finances in a way that is comfortable for you and gives you clarity into your business.
  • Be prepared for tax time without a big hassle.
  • Run reports with accurate data to help you better communicate with team members and make decisions as to what is best for your business.
  • Set up an ongoing process that allows you to maintain financial organization in your business.
  • Reduce the risk of incurring tax and other financial penalties that could arise due to inaccurate numbers or no current process to track data.
  • Allow you to scale due to an increased understanding of what is working and what is not.
  • Allow you to apply for additional funding which usually requires that financial reports are provided.


Your Instructor

Jessica Blasingame
Jessica Blasingame

Jessica attended the University of Texas and received a Master's in Professional Accounting (MPA) in 2006. She worked as an accountant for a Big 4 public accounting firm for 2 years after graduating. Jessica then went on to work as a Certified Public Accountant (CPA) for a large utility company for over 3 years performing accounting research, financial planning, and budgeting for various departments. Jessica is also an Advanced Intuit QuickBooks Online Certified ProAdvisor.

Jessica started Beam Financial Group about 4 years ago after noticing that many small businesses needed support understanding and managing their business finances. Beam Financial Group is a full-service bookkeeping and consulting firm supporting small businesses. Jessica works with small businesses who enjoy working in the cloud and she helps them get comfortable using QuickBooks Online and other apps that integrate with QBO. Jessica and her team members have worked with over 100 clients bringing them ease and efficiency with the management of their business finances.

Jessica lives in the Bay Area and is also a Registered Yoga Teacher and Certified Health Coach. She loves to cook, dance, ski, and spend time exploring her city.

Class Curriculum

Frequently Asked Questions

When does the course start and finish?
This course in currently offered for Presale, releasing soon! Once released you will have access to this self-paced online course and can complete modules at your leisure.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.
How does this course work?
This course contains 47 screen casts across 5 modules. Screencasts are an average of 10 minutes in length. You can watch each screencast step-by-step or use these videos as a reference when a question pops up or you want to learn a new feature in QuickBooks Online.
What is QuickBooks Online?
QuickBooks Online is a cloud-based accounting software offered by Intuit. It allows you to organize your business finances so that you can have insight into the health of your business. You will be able to organize all of your financial data to be prepared to file tax returns and run reports to better manage your business.

Get started now!