​What You’ll Get in Your 30-Min Session

In just 30 minutes, we’ll tackle the essentials and uncover exactly where your QuickBooks setup needs attention:

• ​Review of your Chart of Accounts
• Check on bank and credit card feed connections
• Scan for common setup errors (misclassifications, duplicates, missing transactions)
• Tips to save time and avoid costly mistakes
• Clear, actionable next steps to move forward with confidence

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Who This Is For

• Brand new QuickBooks Online users
  
• DIY bookkeepers who want peace of mind
  
• Entrepreneurs with messy data and no time to fix it
  
• Small business owners looking to grow or prep for tax season
  

​If you're unsure whether your books are right — this session is for you.

Why It Matters

Your numbers tell the story of your business — but only if they’re accurate.

A poor QuickBooks setup can lead to:

• Missed deductions
•  Wasted time
• Bad financial decisions
• Stress at tax time

We’ll help you get it right — fast.

Get Started Now!

Schedule a Free Call Today!

What Happens After the Review?

We don’t just leave you with a list of problems.

At the end of your session, you’ll know:

• What’s working
• What needs to change
• How to fix it — or how we can help

Need more hands-on support? 

We also offer:

• 1:1 QuickBooks Support
• Monthly Support Packages
• QuickBooks Training
•  Smart Money Moves Coaching Add-Ons

Client Feedback

“I didn’t realize how many things were set up wrong until we walked through it. This session saved me hours and helped me get control of my finances again.”
— Small Business Owner, NJ

“I was hesitant at first but the 30-minute review was packed with value. I immediately signed up for the monthly support package.”
— Entrepreneur, VA

Book Your Session Now

Let’s take the stress out of QuickBooks.
Choose a time that works for you and let’s get started.
Only $49.00
Commitment

□ Reserve Your 30-Min Review Session

Spots are limited weekly to ensure each client receives personalized attention.