QuickBooks Online Training & Bookkeeping Strategy
for Thoughtful Business Owners
Running a business as a sole proprietor or single member LLC comes with so many decisions, and how to handle your bookkeeping is one of them. Maybe you want to learn QuickBooks Online thoroughly, or perhaps you need strategic guidance on your overall bookkeeping approach.
I offer three types of support for business owners who want to engage thoughtfully and do things right from the start. This isn’t about quick fixes or shortcuts. It’s about understanding your numbers, building good systems, and having the partnership you need to feel confident about your financial foundation.
If you're looking for a checklist to follow without thinking, or if your business is structured as a partnership, S-Corp, or C-Corp, you'll probably be happier with a different approach. For those structures, I recommend fully outsourcing your bookkeeping.
One-on-One Bookkeeping Support
Feeling stuck with your bookkeeping? You know you should be tracking your finances, but between choosing spreadsheet or software, figuring out what to track, and knowing when to do what, it feels like too much to tackle alone.
This isn’t detailed how-to training. Instead, we’ll assess your current situation and create a clear plan forward. You’ll leave knowing exactly what tools you need, what steps to take, and feeling confident about getting started.
What’s included:
- One focused hour working on your specific challenges
- Session recording for future reference
- Relevant resources and guides based on our session
- Follow-up email with key takeaways
$195/hour
DIY Bookkeeping Clarity Session
A 60-minute virtual strategy call for solopreneurs who want to handle their own books but feel overwhelmed about where to start.
Feeling stuck with your bookkeeping? You know you should be tracking your finances, but between choosing spreadsheet or software, figuring out what to track, and knowing when to do what, it feels like too much to tackle alone.
This isn’t detailed how-to training. Instead, we’ll assess your current situation and create a clear plan forward. You’ll leave knowing exactly what tools you need, what steps to take, and feeling confident about getting started.
What’s included:
- 60-minute strategy call tailored to your situation
- Follow-up email with your personalized action plan
Perfect for:
- New business owners who don’t know where to start
- Entrepreneurs ready to get organized but feeling overwhelmed by options
- Anyone who’s been avoiding bookkeeping because it feels too complicated
- Business owners who’ve had bad experiences and want a fresh start
Not a fit if:
- You have complex entity structures (S-Corp, Partnership, etc.) or you really need ongoing bookkeeping support rather than DIY guidance.
$250
DIY Bookkeeping Foundations Self-Paced Mini Course • Coming Soon
This course is for the business owner who wants to do their own books and do them well. Not a list of shortcuts or software tutorials. This is the foundation work that actually makes bookkeeping manageable.
Because doing your own bookkeeping successfully isn’t just about knowing which buttons to click. It starts with the right mindset, a basic understanding of how accounting works, and practical systems that fit your business.
What you’ll cover:
- Mindset and the basics of accounting
- Your business entity and what it means for taxes and owner pay
- Keeping business and personal finances truly separate
- The bookkeeping cycle and how to stay consistent
- Managing receipts and estimated taxes
- Reading your financial reports with confidence
- Knowing when to bring in professional support
You’ll also begin with a foundation assessment so you can see exactly where you stand and what to focus on first.
Join the waitlist below to be notified when it’s available.
What Makes This Different
Learning bookkeeping software like QuickBooks Online isn’t about memorizing a series of steps or following a rigid checklist. It’s about understanding the why behind what you’re doing so you can make good decisions for your specific business situation.
When we work together, you’re not just getting information dumped on you. You’re getting a partner who, with over 15 years of accounting and bookkeeping experience:
- Takes time to understand your business
- Explains things in a way that makes sense to you, and
- Helps you build confidence in your own decision-making.
I want you to understand your numbers and feel empowered to manage your financial foundation, not just follow instructions.
This means our sessions are collaborative. You’ll ask questions, we’ll work through real examples from your business, and you’ll leave feeling genuinely more capable, not just temporarily informed.
Ready to Find the Right Fit?
Every business owner’s needs are different. The right bookkeeping approach depends on your systems, your learning style, and what phase of business you’re in.
Let’s have a conversation about where you are now and which of these options might be the best fit. During our discovery call, we can explore your needs and determine the right next step for you and your business.