QuickBooks training

Feeling overwhelmed by QuickBooks? You're not alone. Whether you're a small business owner, a freelancer, or just looking to manage your finances more efficiently, our personalized 1:1 QuickBooks training is designed to help you gain confidence and proficiency.

WHAT’S INCLUDED

four 60 minute trainings

Four recorded trainings covering everything you need to know on managing your own books and using QuickBooks effectively.

education

During trainings you’ll gain valuable tax tips, discover ways to maximize your deductions, and receive expert advice on optimizing your overall financial management.

topics we will cover

Each session is designed to build on top of each other. All 4 sessions can take anywhere from 2-3 months to complete depending on scheduling.

    • Overview of QuickBooks and its features

    • Reviewing your chart of accounts

    • Setting up invoicing/bill pay

    • Tracking mileage

    • Connecting accounts to QuickBooks for automation

    • How to categorize transactions

    • Savings receipts in QuickBooks

    • Reconciling accounts

    • How to send invoices

    • How to create bills + QuickBooks bill pay feature

    • QuickBooks contractors feature + 1099s

    • Reviewing reports

    • Proper documentation

    • Tax tips

  • This last session is usually reserved for any questions that you may have. Most clients will usually book this session 2-3 months following the third session, after they have had time to work in QuickBooks on their own.

One time fee of $500

full quickbooks setup

We’ll select the correct subscription tier for you and get your account fully setup and personalized to fit your needs.

1:1 Support

This isn’t a self paced recorded training. You’ll get 1:1 personalized training sessions and the chance to get your specific questions answered.

Disclaimer: While we will show you the basics of maintaining your own books, we still recommend that you meet with an industry professional on a regular basis to review the health and accuracy of your books. These trainings are not affiliated with QuickBooks.
This purchase is non-refundable. By enrolling you agree to our privacy policy and terms and conditions .

What to expect

following enrollment

After you have enrolled, you will receive an onboarding email within 24-48 business hours. This email will include…

  • Link to setup your invite to our client portal

  • Questionnaire for you to fill out

  • Link to schedule your first session