Bring your new hire up to speed fast. I’ll walk them through the essentials — from daily tasks and workflow organization to understanding your chart of accounts and reconciling properly — so they can manage your books with confidence and accuracy.

Perfect for business owners who want to better understand what their books are telling them. Learn how to read financial reports, recognize red flags, and make informed business decisions using your own numbers.

Moving from spreadsheets or another software into QuickBooks Online? I’ll help you make a smooth transition — setting up your chart of accounts, mapping balances correctly, and teaching you how to navigate and use QBO like a pro.

Whether you’re brand new or just need a refresher, this hands-on training covers everything from setup to daily use. You’ll learn how to categorize transactions, reconcile accounts, and generate meaningful reports — all using your own live data.

Already doing your own bookkeeping but unsure if it’s being done the “right way”? I’ll review your current workflow, identify gaps or inefficiencies, and show you how to streamline your process for accuracy and time savings.

Not sure what your reports are really saying? We’ll walk through your Profit & Loss, Balance Sheet, and Cash Flow reports together so you can finally understand what they mean — and how to use them to plan ahead.

If your books feel messy or you’ve inherited someone else’s chaos, I’ll help you untangle it. We’ll review common errors, make a plan for corrections, and teach you best practices to stay organized moving forward.

For businesses with in-house bookkeepers or admin staff, I offer team training sessions tailored to your systems and goals. It’s perfect for creating consistency, building confidence, and keeping everyone on the same page.

Need ongoing support as you learn? Choose monthly check-ins or quarterly reviews where we can go over your books, answer questions, and make sure you stay on track. Think of it as having a bookkeeping coach in your corner.