Poised Books
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 Consultation

Individual sessions from $150 · Package discounts available

Session Formats

Individual Session
$150 - $300/ per 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
Best Value
4-Session Package
$500 - $1,000/ package
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
Ongoing Coaching
Custom pricing/ monthly
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

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

How Coaching Works

1

Tell Us What You Need

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

2

Customized Session Plan

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

3

Learn by Doing

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

Frequently Asked Questions

Ready to Learn Your Books?

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

Book Consultation