Training and Ongoing Support

Training for QuickBooks®

Training for QuickBooks® Online and Business Advisory - 1 session

  • Two session choices:

    1. Intensive (1 session x 60 - 90 minutes each) $255

    Once QuickBooks is set up correctly, it is easy to use!

    The Intensive training is to tackle your most burning QuickBooks and business questions.

    We'll review your current bookkeeping, make suggestions for improvement and review financial reports. This discussion is customized for you and your business! All questions are welcomed.

    Most clients quickly realize that one session just scratches the surface, and they ultimately chose the four session package.

    All training is recorded so you can review our training as often as you like.

  • There are many, many YouTube videos to learn your way around QuickBooks. Here is a link to the QuickBooks website.

    If you are glazing over in a few hours and still don’t have an answer to your questions, give me a call and I’ll teach you to do it right. QuickBooks is easy, IF it is set up correctly!

Training for QuickBooks® Online and Business Advisory - 4 Sessions

  • Comprehensive (4 sessions x 60 - 90 minutes each) $835

    Once QuickBooks is set up correctly, it is easy to use!

    In the Comprehensive package, we’ll have time to not only resolve QuickBooks problems, but also answer payroll or tax questions to give you confidence to take control of your business. Together, we will create step-by-step processes that are customized to your business. I'll teach you understand your numbers and take the stress out of your business.

    Most clients quickly realize that one session just scratches the surface, and they ultimately chose the four session package.

    All training is recorded so you can review our training as often as you like.

  • There are many, many YouTube videos to learn your way around QuickBooks. Here is a link to the QuickBooks website.

    If you are glazing over in a few hours and still don’t have an answer to your questions, give me a call and I’ll teach you to do it right. QuickBooks is easy, IF it is set up correctly!

Conversion from QuickBooks® Desktop to Online - 5 Sessions

  • (5 sessions x 60 - 90 minutes) $925

    Intuit has announced that QuickBooks Desktop will no longer be sold after July 2024. I can help you make the jump to Online.

    Before we can get started training, we need to plan the conversion and then migrate the desktop file to online. We’ll leverage what you already know about QuickBooks from the desktop version and help you quickly learn the modern features of Online.

    I know it is hard to give up you old desktop file. However, I’ve never had anyone say they wish they could go back.

    If you have the right support, I promise you’ll love it!

  • There are many YouTube and guides to help you. Here are the steps from QuickBooks how to migrate your Desktop file to Online.

    If you’d like more personalized help and training how to use Online, I’d be glad to help.

What people are saying

“LuAnn is a star! While we have been using QuickBooks for years, we knew there where "tips and tricks" that would make us more efficient. She was super professional, helpful and asked us the right questions to best guide us to use QuickBooks the most efficient manner. Thank you LuAnn!”

— Ed Gussio, Crest Insurance