Confidently Navigate the Numbers—Whether You’re Running the Show or Supporting It
Whether you’re a nonprofit leader trying to get a handle on your own books, or a bookkeeper who’s ready to build confidence using QuickBooks Online (QBO), you don’t have to figure it out alone. This one-on-one training is designed to meet you exactly where you are—and get you where you need to be.
Each session is tailored to your needs, but common topics include:
QBO Navigation & Customization: How to find your way around and tailor the dashboard to your workflow
Chart of Accounts Setup: Understanding and structuring your accounts for clarity
Bank Feed & Reconciliation Walkthroughs
Recording Income & Expenses the Right Way
Using Projects, Classes, or Locations (for those managing grants, programs, or departments)
Common Reporting Mistakes to Avoid—and What to Watch For
Q&A time for real-life issues you’re facing in your own QBO file
Get the clarity you need to make confident decisions. These trainings focus on helping Executive Directors, operations staff, or program managers understand how to navigate QuickBooks Online and stay audit-ready.
Feel confident taking on QBO clients, even if you’re just getting started. If you’re a bookkeeper who wants hands-on help getting up to speed with QBO for your own client work, we’ve got you too. We’ll walk through the platform together, troubleshoot your questions, and build workflows that make sense.
1:1 Live Zoom Session
You’ll receive a booking link to choose a time that works for you.
Pre-Session Questionnaire
So we can tailor the training to your specific needs.
Recording + Resources
You’ll receive a recording of your session and any relevant checklists, cheat sheets, or templates we cover.
QuickBooks Online training is offered as a flat-fee session:
Need more than one session? Ask about a bundled rate for ongoing support.
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Contact
We are a fully remote firm that serves clients all over the United States.
Book a call here!
P: 908-444-6050
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