QuickBooks or Xero Training Session (2 Hours)

Learn how to manage your books with confidence.

This 2-hour session is designed for business owners who want to better understand QuickBooks and manage their books more effectively.

We’ll work directly in your system and walk through your setup, transactions, and reporting so you can learn in a practical, hands-on way. If you are not setup on QuickBooks yet we will use a demo version.

Best for businesses or individuals who:

• want to manage their own bookkeeping

• are new to QuickBooks or migrated from Desktop to QuickBooks online

• feel unsure about categorization or setup

• want guidance without committing to ongoing services

Topics covered:

• Understanding your chart of accounts

• How to categorize transactions properly

• Reviewing and cleaning up common mistakes

• How to run and understand reports (P&L, Balance Sheet)

• Best practices for ongoing bookkeeping

• Answers to your specific questions