Services - One-on-One Training
Do you need help getting your Quickbooks Online up to date?
One-on-one training might be for you if:
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You know your books are a mess and you're determined to get them organized this year
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You need a better workflow for getting your books done in a timely manner each month
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You set up Quickbooks Online already, but feel overwhelmed by the learning curve of completing your books
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You have tried using Quickbooks Online, but can't seem to figure it out
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You're not sure how to integrate third-party services with your Quickbooks Online and build a cohesive workflow
We have a mission to help small business
get organized and empowered with their finances.
Our One-on-One Training package includes:
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A personal onboarding call to learn about your business needs
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A review of your Quickbooks Online setup currently including, but not limited to: Chart of Accounts, bank feeds, beginning balances, sales tax, prior reconciliations, and externally connected services.
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A review of your current business workflow including, but not limited to: invoicing, Accounts Payable, Accounts Receivable, payroll, CRM, etc.
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Launch meeting with a workflow checklist and recorded training tutorials
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90-day follow-up meeting
