Training and Ongoing Support
Training for QuickBooks®
Training for QuickBooks® Online and Business Advisory - 1 session
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Once QuickBooks is set up correctly, it is easy to use!
• We work directly in YOUR QuickBooks Online file — your real data, your real questions
• Targeted troubleshooting: reconciliation issues, bank feed problems, miscategorized transactions
• Chart of accounts review and setup recommendations
• Review payroll, sales tax, and/or Financial Statement questions
• Clear next steps so you know exactly what to do after we meet
• Full recording so you can replay the session as many times as you need
• Personalized 1:1 meeting with LuAnn Roberts, CPA
Most clients find that one session scratches the surface and leaves them wanting more. If that sounds like you, the 4-session Customized Training package is probably the better starting point.Not sure which is right for you? Book a free 15-minute call and we'll figure it out together.
Training for QuickBooks® Online and Business Advisory - 4 Sessions
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Customized 1:1 Training (4 sessions x 60 - 90 minutes each) $1295
Once QuickBooks is set up correctly, it is easy to use!
Whether you're just getting started, cleaning up a mess, or ready to go deeper, we start where you are.
• Full QuickBooks Online setup or cleanup, built around your specific business type
• Bank connections, chart of accounts, and transaction categorization
• Reconciliation: how to do it, what it means, and why it matters
• Profit & Loss and financial reports: how to read them and what they tell you
• Payroll setup, sales tax basics, or year-end prep (based on your needs)
• A step-by-step process built for your business that you can follow on your own
• Gain confidence to take control of your business and take the stress out of your business.
• All training is recorded so you can replay the session as often as you like.
Most of the frustration small business owners feel with QuickBooks Online comes from a setup that wasn’t built for their specific business. That’s where we start.
All training is done live on Zoom, working directly in your QuickBooks Online file. No generic demos. No pretend businesses. Just your numbers, your questions, and your process.
Not sure if you are ready? Book a free 15-minute call and we'll figure it out together.
Conversion from QuickBooks® Desktop to Online - 5 Sessions
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(5 sessions x 60 - 90 minutes) $925
Intuit has ended sales of QuickBooks Desktop. If you’re still running your business on QuickBooks Desktop, now is the time to make the move.
• Conversion planning: what to move, what to leave behind, and what to expect
• Migration of your QuickBooks Desktop file to QuickBooks Online. Help choosing which Online product is right for you.
• Side-by-side orientation: how what you knew in QuickBooks Desktop maps to QuickBooks Online
• Full training on the QuickBooks Online features that make your old workflows even better
• Reconciliation, reports, and your month-end process rebuilt for the new platform
• Full recordings of every session to review anytime.
I know it is hard to give up your old desktop file. However, I’ve never had anyone say they wish they could go back.
QuickBooks Online works from any device, connects directly to your bank, and gives you access to your books without being tied to one computer. With the right support, the transition is smoother than you think.
What people are saying
" A YouTube video can only guess at what you haven't done. LuAnn starts from exactly where you are." - Sabrina C
"I was so nervous to open QuickBooks before. Now I just go in and do it." - Kristil H
"I've never actually looked at my numbers this way before. This is eye-opening." - Scott B