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Training Resources

Popstart Training Series

QuickBooks and Financial Training Solutions for Advisors and Clients

Popstart partners with QBExpress—a QuickBooks and financial training leader since 1998 and Intuit curriculum developer—to offer specialized advisory and client courses in QuickBooks Online, Cash Flow Management, and Funding Options that help fill in the gaps of your centers current offerings.

Training Overview:

Our programs focus on QuickBooks Online, cash flow mastery, strategic planning (LivePlan/QBO), and funding readiness—all designed to boost your clients’ financial literacy, sharpen their bookkeeping skills, guide them toward the right funding solutions, and even help you build in-house training expertise.

Among our course lineup, we deliver comprehensive cash flow training led by Cash Flow Mike, a nationally recognized expert who makes financial management simple and practical for small business owners. Money in Motion is co-led by dynamic duo Kristine Mehler (QBO Advanced ProAdvisor, QBExpress Director of Training) and Peter Thorsson (Director of Business Development, LivePlan).

We also offer Train the Trainer programs so centers can:

  • Build in-house expertise in QuickBooks Online

  • Offer training directly to clients and local communities

  • Potentially generate new revenue streams


Courses can be delivered to your advisors or directly to your clients.

Important: QuickBooks just rolled out its most significant update in over a decade—while others scramble to catch up, our training is already fully updated and ready for you.

Kristine Mehler,
QBExpress Director of Training and Popstart Co-Founder

Mike Milan,
Cashflow Mike
Cashflow expert and trainer

Highlighted Trainers for 2025

Peter Thorsson,
Business Development and LivePlan Expert

Attendee Testimonial
QuickBooks Train-the-Trainer:

"Following completion of your QBO Train the Trainer program recently, I was able to successfully win a contract to teach a 4-week QuickBooks Online series with the Maryland Black Chamber of Commerce using your material. We're in week 2, and the engagement has been fantastic! ...your training materials... provided the perfect foundation for serving this community."

Hope Brown
SBA WOSB Certified, QuickBooks Elite Pro Advisor