You don’t have to become an accountant to keep your own books. I’ll teach you to handle your day-to-day bookkeeping in QuickBooks Online. Then I’ll review your file every month or quarter, so mistakes get caught long before tax time. And if something goes wrong in between, I’m here to fix it.
It’s a good fit if you want to stay close to your numbers without paying for full-service bookkeeping.
How the training works
Most QuickBooks courses teach every feature. You don’t need every feature. You need the handful that run your business.
- Built around your business. We start with what you actually do: sending invoices, paying vendors, tracking project costs, sales tax, whatever applies. We skip the parts of QuickBooks you’ll never use.
- Practice on your own books. We work in your real company file with your real transactions, so what you learn sticks.
- Set up right from the start. If your chart of accounts, bank feeds or rules need cleanup, I fix them first, so you’re learning on a file that works.
- Plain-English answers. You’ll learn why each entry goes where it does, not just which button to click.
Remote, at your own pace. Sessions are held over Zoom, so you can learn from anywhere. There’s no fixed number of sessions. Some people pick it up quickly and others need more time, so we go at your pace. All training is in QuickBooks Online.
By the end, you’ll be able to categorize transactions, reconcile your accounts, send invoices and run the reports you need to understand how your business is doing.
Then I review your file, monthly or quarterly
Once you’re comfortable, you keep the books and I check them on a schedule that suits you. A review usually covers:
- Bank and credit card reconciliations, done and balanced
- Uncategorized or miscategorized transactions
- Duplicate entries and transactions recorded in the wrong period
- Unpaid invoices and bills that need attention
- Vendors you’ll need to send 1099s to
- Owner draws, loans and transfers recorded correctly
- A quick read of your Profit & Loss and Balance Sheet for anything that looks off
I fix what needs fixing and show you anything you’ll want to do differently next time. By tax season, your books are already clean, so your CPA spends less time, and you pay less.
And I’m here when something goes wrong
Bank feeds break. A payment lands in the wrong account. Your CPA needs a report by Friday. When errors or emergencies come up between reviews, reach out and I’ll sort it out with you. You don’t have to wait for the next scheduled review.
Who this is for
- Artists, designers, photographers and other creative professionals who want to understand their own numbers
- Small business owners who’d rather do the daily entries themselves and save on bookkeeping fees
- Anyone who’s tried QuickBooks, gotten frustrated, and wants someone to make it make sense
- New businesses setting up QuickBooks for the first time
If you’re already behind, start with getting caught up. Then we can move you to training and reviews once your books are current.
Getting started
Book a free call and tell me about your business and where your books stand. I’ll suggest a training plan and a review schedule that fits.
Frequently asked questions
Do I need to know accounting to learn QuickBooks?
No. I teach the bookkeeping you need in plain language, using your own transactions. You’ll learn what each entry means as you go.
How often should my books be reviewed?
Monthly works best for most businesses with regular activity, since problems get caught while they’re small. Quarterly can be enough for a quieter business or a sole proprietor with few transactions.
What happens if I make a mistake between reviews?
Reach out. I can fix errors and help with urgent problems at any time, not just at your scheduled review.
Is training part of your bookkeeping service?
Training is its own service. You can pair it with monthly or quarterly reviews, or choose full-service bookkeeping instead if you’d rather not do the entries yourself.