A dedicated one-on-one virtual meeting providing general coaching and guidance on your bookkeeping setup and questions.

Learn the essential principles of bookkeeping, including key concepts and proven best practices that lay the foundation for accurate and efficient financial management.

We guide you through setting up your chart of accounts (if not already set up) and provide a practical walk-through of QuickBooks Online to help you navigate the platform confidently.

You'll learn the basics of sorting transactions (categorization), checking your records against your bank (reconciliation), and viewing simple financial summaries (reporting). Perfect for anyone just getting started.

This is an additional service to your basic bookkeeping coaching package. We provide access to basic support for follow-up questions or clarification, helping you stay on track with your bookkeeping responsibilities after the session. Speak with your bookkeeping professional about adding this service if you need additional time.

Includes all features of the Basic Coaching Package—foundational training, QuickBooks Online setup, transaction categorization, and basic support.

Dive deeper with your coach during your initial coaching session, providing a more personalized approach and guidance. This session allows for deeper discussion of your specific bookkeeping needs, and goals. We will walk through real-life examples from your business, practice categorizing transactions, or get hands-on support with reconciling your records.

Continue building your bookkeeping skills with a personalized 1-on-1 follow-up session. This dedicated time is designed to review your progress, answer any new questions, and reinforce what you’ve learned. Whether you need extra help with categorization, a second look at reconciliation, or guidance on interpreting your reports, this session offers tailored support to help you move forward with confidence. It’s also a great opportunity to troubleshoot challenges. Get targeted help with any past bookkeeping problems that may be holding you back. Identify and resolve issues such as miscategorized transactions, unreconciled accounts, or confusing reports. Whether you’re cleaning up old records or trying to understand where things went off track, this session provides hands-on support to bring clarity and order to your books.

We assess and refine your current processes to streamline your bookkeeping workflow, saving you time and reducing errors through proven industry best practices.

Receive tools tailored to your specific industry—custom templates, step-by-step guides, and checklists—to help standardize your bookkeeping practices and boost efficiency.