Guided QuickBooks Setup & "Pick My Brain" Session
Set Up for Success — The Right Way, From Day One
This is a high-impact, 2-hour intensive designed to move you from confusion to confidence. No generic tutorials—just 1:1 strategic guidance tailored to your specific business needs.
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Is This You?This session is specifically designed for:
✓ The DIY Owner: You want to handle the books yourself, but you want to stop second-guessing every click. ✓ The Spreadsheet Survivor: You’re ready to graduate to QuickBooks but don't want to mess up the data migration. ✓ The New User: You just opened your account and the "Chart of Accounts" looks like a foreign language. ✓ The Office Manager: You’re doing the work, but you need an expert to confirm you’re "doing it right" before year-end. |
What’s Included
We don’t just watch the clock; we build your foundation. During our 120 minutes together, we cover:
⨠ Live 1:1 Guided Session: Real-time screen sharing to tackle your specific hurdles.
⨠ The Structural Deep Dive: Review of your current setup or creation of a clean new file.
⨠ Chart of Accounts Architecture: Tailoring your categories so your reports actually make sense.
⨠ Workflow Optimization: Setting up banking feeds, invoicing, and expense tracking to save you hours every week.
⨠ Year-End Readiness: Proactive tips to make your CPA smile come April.
⨠ Open Q&A: The floor is yours—no question is too small or too technical.
⨠ The Roadmap: A post-session action checklist to keep your momentum going.
⨠ Live 1:1 Guided Session: Real-time screen sharing to tackle your specific hurdles.
⨠ The Structural Deep Dive: Review of your current setup or creation of a clean new file.
⨠ Chart of Accounts Architecture: Tailoring your categories so your reports actually make sense.
⨠ Workflow Optimization: Setting up banking feeds, invoicing, and expense tracking to save you hours every week.
⨠ Year-End Readiness: Proactive tips to make your CPA smile come April.
⨠ Open Q&A: The floor is yours—no question is too small or too technical.
⨠ The Roadmap: A post-session action checklist to keep your momentum going.
Bundle & Save
Ask about our QuickBooks Solution Services and Financial Coaching Packages for deeper financial insight and support!
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Do I Need a QuickBooks Subscription?Yes—this course is designed to be used inside QuickBooks Online so you can follow along and apply what you’re learning in real time.
As a QuickBooks affiliate, I can help you choose the best QuickBooks Online plan and provide access to exclusive discounts when available. |
What Clients are Saying:
Empowered by QuickBooks: Success Stories from Our Training Graduates
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"We are very satisfied with choosing your company to provide our bookkeeping services. With your vast knowledge and experience, you were able to create an organized accounting system - which we continue to follow, collect on our past-due billings and consult with us on our accounting issues. Thank you for your support."
Maurice, President, Ecom Works, Inc. |
"The QuickBooks training was very informative and easy to understand. I would certainly recommend the training services."
Joan Newton JB Cruise & Tours, Inc |
"It was great learning the basic function of using QuickBooks software program. Theresa answered all our questions and navigated through each feature of the program. It was a pleasure training with her. She made it easy and less scary. I would definitely recommend her."
Ann & Barbara, JEM Architectural, Inc |
