Live DIY Bookkeeping Training Customized to Your Business
Learn the fundamental workflows to keep your own books in this live, customized Quickbooks Online Training.
Learn the fundamental workflows to keep your own books in this live, customized Quickbooks Online Training.
Solopreneurs or early stage business owners with simple accounting needs who want be sure they’re doing things the right way.
Our business owner bookkeeping training is right for you if you find yourself thinking:
“I know I should understand this stuff, but honestly? It makes me nervous.”
“When I don’t know how to do something, I feel stuck and then I go into avoidant mode. Last year, my books were so behind it took me months to straighten them out.”
“I avoid Quickbooks like the plague. Then tax time comes and I scramble, not knowing if my books are even giving my tax preparer the right info.”
This training isn’t about turning you into a bookkeeper overnight. Becoming a full fledged bookkeeper requires far more advanced training and years of experience. Our virtual bookkeeping training for business owners is just that — a dialed-in training to help you understand the system you use to run your business, so you’re not clicking buttons and hoping for the best.
It’s not about learning general accounting — it’s about teaching you about your actual system, what you need to know, and not what you don’t. Hence why each training is customized.
We’ll also give you our “When to Glow Up Your Bookkeeping Guide” that tells you what sorts of business developments mean DIYing is no longer in your best interest.
Before the training, you’ll give us accountant access so we can see your system as it is. We’ll also have you fill out a form to tell us what you want to learn and gives us an idea of any bookkeeping factors that might not be showing in your Quickbooks. Armed with all that, we’ll come up with a personalized training plan.
The best part? We’ll stay flexible during the training to address questions that come up while we’re working together. This training is all about meeting you where you are in order to get you where you want to go.
Heck yes, we’ll be disappointed if you don’t! If questions come up along the way, ask them. This is your time.
No chance! This training is not for bookkeepers. It’s a bookkeeping training for business owners.
That means we’ll talk to you like you’re a human (no jargon, thanks!). We’ll customize the training to teach you just what you need to know about your bookkeeping, so it’s not a firehose of general information. We won’t expect you to have strong accounting skills (though props if you do!).
Our goal in this training is to make bookkeeping more accessible, not more intimidating.
The training is $249.
Your books should be a source of information, not stress
You didn’t start your business because you dreamed of learning bookkeeping. But if you’re going to run a business, you deserve to understand the financial system behind it.
Imagine opening QuickBooks and knowing what you’re looking at. You know how to run your reports. You know how transactions should be categorized. You know how money moves through your business and how to keep your books organized.
No panic. No guesswork. No avoiding the financial side of your business because it feels overwhelming.
Instead, a stronger understanding of your numbers and the confidence that comes with it.
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