I'm a complete beginner. Is coaching right for me?

Absolutely. Many of our clients have never opened QuickBooks or Xero before. We meet you where you are with a patient, jargon-free approach focused on practical skills.

How are sessions delivered?

All sessions are virtual via Zoom or Google Meet with screen sharing. We work directly in your accounting file so everything is immediately applicable. Sessions are recorded for later review.

What is the difference between coaching and having you do my books?

Coaching teaches you to do it yourself; our cleanup services are us doing the work for you. Many clients start with a cleanup and then transition into coaching to stay on track.

Learn at your own pace · QuickBooks & Xero

Coaching that
actually sticks.

Personalized training on QuickBooks Online, Desktop, and Xero for business owners who want to manage their own books with confidence.

Book a consultation

Individual sessions $300 · Package discounts available

Ways to work together

Session formats.

Individual Session

A focused session tackling your most pressing bookkeeping challenge.

60-90 minutes of one-on-one time
Screen-sharing in your actual file
Session recording for future reference

$300/ per session

4-Session Package

Best value

A structured path from confused to confident over four sessions.

Four 60-90 minute sessions over 4-6 weeks
Custom curriculum for your business
Priority email support during the package

$1,000/ package

Ongoing Coaching

Regular monthly check-ins with an expert reviewing your work.

Monthly review and coaching session
Unlimited email support between sessions
Quarterly financial review and insights

Custom/ monthly

What we cover

Topics we cover.

QuickBooks Online (QBO)

Bank feed management and transaction matching
Invoice creation and accounts receivable
Bank and credit card reconciliation
Running and customizing financial reports

QuickBooks Desktop (QBD)

Company file setup and preferences
Payroll processing and tax filings
Inventory management and tracking
Job costing and class tracking

Xero

Bank reconciliation workflows
Invoice and quote creation
Multi-currency transactions
Report customization and export

Business Operations

Monthly close process and checklist
Understanding your P&L and Balance Sheet
Cash flow management basics
Preparing financials for your CPA

The process

How coaching works.

Tell Us What You Need

A short call to understand your skill level, platform, and specific challenges.

Customized Session Plan

We build a coaching plan that targets your gaps and matches your goals.

Learn by Doing

Hands-on screen-sharing in your actual accounting file with real transactions.

Questions, answered

Frequently asked.

Ready when you are

Ready to learn
your books?

Book a free discovery call and we'll design a coaching plan around your needs. No commitment required.