QuickBooks Support Session

Whether you're just getting started or need help making sense of your current setup, our QuickBooks Online training is tailored to your pace and your business. You'll learn how to confidently categorize transactions, reconcile accounts with ease, and navigate your books without second-guessing. We focus on practical workflows and clean structure—so you can manage your finances with clarity and intention.

What We’ll Cover (Customized to your needs)

  • How to categorize transactions correctly

  • Reconciling bank and credit card accounts

  • Understanding your chart of accounts

  • Navigating QuickBooks reports (P&L, balance sheet, etc.)

  • Fixing common errors or missteps

  • Best practices for staying organized going forward

What You’ll Get

  • A focused, 60-minute live session (via Zoom, or in-person option for local clients)

  • Clear, step-by-step guidance in your own QuickBooks file

  • Actionable takeaways and tips to reduce confusion

  • Optional follow-up summary or recorded session (if requested)

Who It’s For

Perfect for:

  • Small business owners managing their own books

  • New hires or team members learning the system

  • Entrepreneurs who want to understand the why behind the numbers

  • Anyone who’s cleaned up their books and wants to stay on track

Pricing: $65/hr