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QuickBooks Online Training & Quarterly Support

For business owners who want control of their books, with professional oversight.

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This service is designed for hands-on business owners who want to manage their own bookkeeping and payroll, while having expert guidance to ensure everything stays accurate, compliant, and stress-free.

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You stay in control. I make sure it stays accurate.

Quickbooks Online Training 

Personalized training tailored to your business and your experience level, including:

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  • Proper transaction categorization

  • Using bank feeds effectively

  • Understanding key reports (Profit & Loss, Balance Sheet)

  • Best practices to avoid common errors

  • Clean workflows that save time and reduce stress​

 

Training is practical, business-specific, and focused on building real confidence.

Ongoing At-Arm’s-Length Support

You handle your books. I support you along the way.

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  • Questions answered as they come up

  • Guidance before mistakes turn into problems

  • Support with QuickBooks features and processes

  • Help interpreting transactions and reports

 

This is professional support, without taking over your books.

Quarterly Review & Reconciliation

Each quarter, I review your file to ensure:

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  • Bank and credit card accounts are reconciled

  • Transactions are properly categorized

  • Common issues are identified and corrected

  • Financial reports are accurate and reliable

 

You receive clear, actionable feedback on what’s working and what needs attention.

HST Support

While you remain responsible for day-to-day bookkeeping, I provide:

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  • HST setup and review

  • Quarterly HST checks

  • Support preparing HST filings

  • Guidance to ensure compliance and accuracy

 

No guesswork. No surprises.

Year-End Support

While you manage your books throughout the year, I provide year-end guidance to ensure everything is ready for your accountant and tax filings, including:

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  • Year-end review of your QuickBooks file

  • Identification of common year-end issues or adjustments

  • Support preparing clean financial reports

  • Coordination notes for your CPA or tax preparer

  • Guidance on what needs attention before filing

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Your books stay organized, accurate, and CPA-ready — without last-minute stress.

Is This the Right Fit for You?

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What You Handle

  • Daily transaction entry

  • Invoicing and bill payments

  • Payroll processing

  • Staying engaged with your finances

Who This Is For

  • Business owners who want to understand their numbers

  • Owners who don’t want to fully outsource bookkeeping

  • Businesses with straightforward day-to-day activity

  • Anyone who wants professional oversight without full-service fees

Why This Approach Works

  • You stay informed and in control

  • Errors are caught early

  • Your books stay clean year-round

  • You’re prepared for tax time and growth decisions

Pricing

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QuickBooks Online Training

Personalized training starts at $500 and up, depending on your business size, complexity, and training needs. Pricing is based on your workflows, number of accounts, and experience level.

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Ongoing Support & Quarterly Reviews

Your quarterly support price is based on what your business would normally cost as a monthly bookkeeping client. That monthly rate simply becomes your quarterly support fee for this service. This ensures pricing reflects the real level of responsibility and oversight required, without full monthly service fees.

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