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Services - One-on-One Training


Do you need help getting your Quickbooks Online up to date?


One-on-one training might be for you if:

  • You know your books are a mess and you're determined to get them organized this year

  • You need a better workflow for getting your books done in a timely manner each month

  • You set up Quickbooks Online already, but feel overwhelmed by the learning curve of completing your books

  • You have tried using Quickbooks Online, but can't seem to figure it out

  • You're not sure how to integrate third-party services with your Quickbooks Online and build a cohesive workflow

We have a mission to help small business

get organized and empowered with their finances.

Our One-on-One Training package includes:


  • A personal onboarding call to learn about your business needs

  • A review of your Quickbooks Online setup currently including, but not limited to: Chart of Accounts, bank feeds, beginning balances, sales tax, prior reconciliations, and externally connected services.

  • A review of your current business workflow including, but not limited to: invoicing, Accounts Payable, Accounts Receivable, payroll, CRM, etc.

  • Launch meeting with a workflow checklist and recorded training tutorials

  • 90-day follow-up meeting


Work with us today!

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