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QUICKBOOKS SETUP &

BOOKKEEPING COACH

Thinking about hiring a bookkeeper, but prefer to start by trying it out yourself?  I will set up QuickBooks for you and teach you precisely what to do monthly - take the reins & save money!

  • have someone listen to your needs
  • know your monthly income
  • know what you spend money on
  • lower accountant fees
  • have an understanding of your finances
  • become financially confident
  • do things you never thought possible

You're ready to...

STEP 1

Start here and schedule your free

30-minute discovery call right now

STEP 2

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 3

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

STEP 4

 I'll be thorough - connecting bank accounts and recording all notable historical financial information.

 
 
STEP 5

You schedule your 90-minute Quickbooks Tour -  where I walk you through your NEW financial software and teach you how to use it.

 

You will be able to ask questions as we go and run reports for you to see how each one gives you the information that you need.

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

Quickbooks Setup & Bookkeeping Coaching

Get expertly set up QuickBooks and feel confident about your bookkeeping. 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.

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  • Load current fiscal year data into QuickBooks

  • Set up a personalized chart of accounts based on how you run your business

  • 90 Minute set-up call

  • Three 60 minute monthly learning calls to keep your books up to date

  • Roadmap for monthly maintenance 

Investment: $1250 **

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

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