Teaching small business owners to become financially literate in their daily business operations.

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Kelly CPA University Presents: Business Ownership 101

Join us at the Kelly CPA office for our 4 class Business Ownership 101 program where we will take a deep dive into using QuickBooks Online (QBO) while also discussing the related tax and accounting responsibilities of owning a business. Topics will include business transactions, sales and payroll taxes, and financial reporting. These classes are intended for entrepreneurs, small business owners and bookkeepers who consider themselves beginners with QBO or just need some refresher training. All students must have a QBO account and laptop computer.

Classes run 8:30 – 10:30am every Friday in October 2018.

$150/class or $500/4 class package

Full-fee must be paid in advance to guarantee enrollment. Call us today to reserve your spot! 469.857.0011

Get Started Right

October 5, 8:30am – 10:30am

Topics to be covered:

Proper entity selection for your business

Introduction and set up of QBO

Setting up chart of accounts

Federal and state tax deadlines

Tax forms

Integrating with apps

Business Transactions

October 12, 8:30am – 10:30am

Topics to be covered:

Understanding internal controls

Sales and revenues transactions: customers, invoicing, and deposits

Expense transactions: vendors, checks, and expenses

Banking center

Data integrity: reconciliation

Sales and Payroll Taxes

October 19, 8:30am – 10:30am

Topics to be covered:

Sales tax and use tax

Payroll tax

Resale certificates: working with the Texas State Comptroller

Understanding Nexus

Payroll vs. independent contractors

Employee onboarding: W4 vs. W9, I9, direct deposit

Payroll controls

Payroll services

QBO tax center tour

Financial Reporting

October 26, 8:30am – 10:30am

Topics to be covered:

How to read your financials: balance sheet, profit and loss, AP/AR, cash vs. accrual, cash flow statement


Memorize reports in QBO

CPA services, audits, reviews, compilations

Location: Kelly CPA – 2251 Vantage St., Suite 300, Dallas, TX 75207

Pricing: $150/class or $500/4 class package

Students must pay in full to reserve their spot. Refunds may be issued up to 3 business days before 1st day of class.

Limit 10 students/class

Doors open at 8:15am

Classes start promptly at 8:30am

Coffee and light breakfast will be provided at each class.

All students must have a QBO account and laptop computer.

Free parking is available in front of building.


Marie Kelly, CPA

First and foremost, Marie is an experienced, impeccably credentialed accounting professional. Before founding Kelly CPA, she was a partner at the Southwest’s largest accounting firm, where one of her many responsibilities was overseeing the education and training of the company’s staff.

She knows her stuff.

Marie devotes the same boundless energy that has become her hallmark to a range of community causes, too. She serves on the boards of leading Dallas organizations, including The Dallas Institute of Humanities and Culture, Ursuline Academy, and the Kappa Alpha Theta Alumnae Foundation.

But it’s her entrepreneurial spirit, creativity, and a knack for supplying her clients exactly what they need to thrive that led to the founding of Kelly CPA. Marie and the whole Kelly CPA team are focused on making tax, accounting, and compliance services as efficient, clear, and hassle-free as possible.

Kyle McKay, Account Services Manager and Learning Liaison

Kyle is our in-house record-keeping virtuoso that also happens to be an orchestral musician! As a certified Quickbooks ProAdvisor, he is responsible for maintaining the financial records of our clients using Quickbooks Online. With an exceptional eye for detail, he has saved more than one client from the consequences of less-than-expertly prepared books and has also been known to help clean up those unpleasant accounting messes. Kyle is an energetic team player who is eager to learn about your business and ensure the accuracy of work we do for our clients. Having previously founded his own company, he understands our clients: young, creative businesses and entrepreneurial individuals.

Currently working toward his CPA certification at the University of Texas at Dallas, Kyle still finds time to pursue his passions for the arts and local organizations by serving on the board of directors for the Lewisville Lake Symphony and Lumedia Musicworks. When he is not crunching the numbers he performs with regional orchestras around the country. We are excited for the unique perspective Kyle brings to Kelly CPA. His experience provides the perfect springboard for helping our clients build a solid foundation and assess their individual record-keeping needs.