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QUICKBOOKS SETUP &
BOOKKEEPING COACH

 I will set up QuickBooks for you and teach you precisely what to do monthly to take the reins yourself & save money!

 
  • We help you gain thorough insight for your finances.
  • We build out your Quickbooks foundation behind the scenes for you, and then give you a tour of your new, personalized, financially empowered domain!
  • You’ll receive one-on-one support to help you understand your monthly income, track your spending, and become financially confident so you can get back to running your business.
 
 

Step 1

Complete your intake interview - where you provide details about how your business operates. We will pick the QuickBooks program that best fits your needs.

Step 2

I'll work behind the scenes to build out your Quickbooks foundation - entering your vendors and customers and building your service offerings.

Step 3

You are now equipped with your complete Quickbooks file and everything you need to manage your finances on your own.

 

LOAD CURRENT FISCAL YEAR DATA INTO QUICKBOOKS

SET UP PERSONALIZED CHART OF ACCOUNTS BASED ON THE NEEDS OF YOU AND YOUR BUSINESS

90 MINUTE SET-UP CALL

THREE 60-MINUTE MONTHLY LEARNING CALLS TO KEEP BOOKS UP TO DATE 

ROADMAP FOR MONTHLY MAINTENENCE

Investment: $1250 *

*additional fees may apply based on number of bank/credit card accounts.