How I Help You Succeed
Choose the path that best fits your business needs and learning style.
QuickBooks Training
Master QuickBooks Online with step-by-step guidance. Perfect for business owners who want to manage their own books accurately.
Business Finance Coaching
Get personalized, 1-on-1 guidance to understand your financials, improve cash flow, and make strategic business decisions.
Community & Support Club
Join a community of like-minded entrepreneurs. Get monthly live Q&As, ongoing support, and exclusive resources.
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Mastering QuickBooks in 2026
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Your First 7 Days in QuickBooks Online
A Step-by-Step Guide for New Users
Knowing what to do during your first 7 days in Quickbooks will ensure that your business is set up for financial success from the start.
- Avoid the most common setup mistakes that cost business owners thousands.
- Learn the exact workflow to follow for your first week.
- Set up your chart of accounts correctly the first time.
Join Our Exclusive Club
Are you tired of navigating the complexities of business finance alone? Do you ever feel like you need expert guidance, community support, or a space where you can get your burning bookkeeping questions answered?
Monthly Live Q&A
Get direct answers to your specific QuickBooks questions.
Community Support
Connect with other driven business owners.
Training Resources
Access to a library of exclusive tutorials and templates.
Accountability
Stay on track with your financial goals.
Join our exclusive club of like-minded entrepreneurs and get ready to Balance your Books like a Boss!
What My Students & Clients Say
Makes the complex simple
"Crystalynn is a relatable and personable CPA and QuickBooks instructor. She did a great job of walking us through the components of QuickBooks Online and allowing us time to make adjustments to our current account setup during the class. I learned a few new concepts and felt more organized after the class."
- Glo via ProAdvisor
UCLA Class Review
"Extremely knowledgeable with anything and everything QuickBooks. She was also very responsive and helpful and I would highly recommend her to anyone seeking professional services or any QuickBooks training or consulting."
- sme1980 via ProAdvisor
Amazing Educator
"Mrs. Shelton was my instructor for the Accounting Using QuickBooks course at UCLA Extension. She not only was great at teaching the class, but gave great advice on day to day Accounting and how to get even more experience in the Bookkeeping industry. I am grateful for her expertise and helpfulness throughout the class."
- Marcy via ProAdvisor
Meet Crystalynn Shelton
I am a licensed CPA, small business advisor, and a Certified QuickBooks ProAdvisor specializing in financial accounting software training, coaching, and consulting.
As an instructor at UCLA Extension and the author of the best-selling Mastering QuickBooks series, my mission is to empower business owners to take control of their finances. I break down complex accounting concepts into simple, actionable steps so you can focus on what you do best—growing your business.
