If you are not ready to hand over the reigns of your bookkeeping yet, bookkeeping coaching may be what you need. Group as well as 1:1 bookkeeping coaching is available to help your business succeed and get your bookkeeping questions answered.
Not sure where to start? Schedule a discovery call to learn more about how we can work together.
Power Hour & a Half
1 90-minute meeting.
You have questions about your bookkeeping, software, sales tax, payroll, etc. Choose your time and let's get those questions answered.
Review accounting software set up (not set up from scratch)
Plan/discuss the financial systems for your business.
Quickbooks or Xero software questions
Recording transactions.
Gain confidence and
NOTE: Online meeting only.
The session is recorded and you will be provided with a link to the video for reference.
5-Hour Coaching Package
Feeling lost with Quickbooks desktop, Quickbooks Online or Xero? It's time to fix that.
This one-on-one training will be customized based on what your business needs. I can optimize the set-up, chart of accounts, customers, vendors, reports, and bank feeds.
Not sure how to record certain transactions? We can take care of that too. You'll have the opportunity to submit your questions prior to our meetings so our time is used efficiently.
Are you a bookkeeper? We can puzzle out tricky client work, talk business strategy and more.
Training sessions are conducted via recorded online screen share using your company file so you can refer back to the recordings later.
How it works: Once you purchase the package, you'll be able to begin scheduling appointments in 30-60-90 minute increments. These will be working meetings where we will cover your specific questions, address software setup issues, etc. You choose the agenda.
Please allow enough time between appointments to complete the work we discussed.
NOTE: You have 60-days after purchase to schedule your meetings before they expire.
**These are working/training sessions ONLY. This package does NOT include any bookkeeping tasks performed by me outside our meetings.
Ask Your Bookkeeper On Demand (1:1)
Choose from three support levels.
24/7 access to me via private Slack channel with 48-hour response time.
Monthly prompts and reminders to stay on top of your bookkeeping.
Access on demand bypasses time zones and scheduling headaches. No saving up questions.
Ask questions about any and all aspects of running a profitable business, including recording transactions, record keeping, business systems, workflows, financial systems, and more.
Receive practical, plain-English answers within 48 hours on weekdays, 72 hours on the weekend.
Confidence that you know what's going on with your business because your bookkeeping is correct.
Someone to confidentially speak to about your business with no judgment.
Less worry about your business finances.
Work directly with me and get access to my 20+ years of experience. No canned responses.
