DIY Bookkeeping Support & QuickBooks Online Training
What's Included in QuickBooks Online Training?
Tips & Tricks
Get the hang of QuickBooks Online with insider tips to smooth out accounting tasks and make things run like clockwork
Recording & Homework
Receive a recording of our virtual session, a written summary of what we discussed, and notes for any homework that you can do on your own
Questions Answered
Get your specific QuickBooks Online and/or DIY bookkeeping questions answered
Get Unstuck
Learn how to get unstuck if you find yourself in a mess with your books
How Does Training Work?
Step 1
Schedule a free 15 minute call that works with your schedule. During this meeting, I’ll ask you questions about your business and what specific issues you'd like to address during training.
Step 2
I will suggest either a one-off training session or a package depending on your needs. If you've never used QuickBooks Online at all, I typically suggest a 3-session package that covers set up, basic accounting, and overall training on the software.
Step 3
You schedule a paid session (or package) and we meet by Zoom. After the session, you will receive a link to a training notes portal that includes a recording of the session, notes about what we discussed, and homework based on what we covered during the session.
Step 4
You work on the homework and feel confident that you have a sense of direction and new knowledge to get your books in order. If you have additional questions, or want to review the homework, you schedule another session and we repeat from Step 3.
Training Style Examples
Training Can Be Combined With...
Bookkeeping Catch Up/Clean Up
I get you caught up and cleaned up in QuickBooks Online so you can move forward with peace of mind and up to date books.
Ongoing Bookkeeping
Let me take care of the books while you get back to business. Packages are tailored to your needs.