Our DIY Bookkeeping & Training Packages are designed for companies and individuals that want to do their own bookkeeping but need some initial hand-holding and training to get started. DIY Bookkeeping Training is designed to give time, efficiency and organization back to the business owner or attendee, who will leave the course with the knowledge and understanding of how to do basic bookkeeping for their own company.
Participants choose a 60, 90, or 120-day track where we work together to ensure you are comfortable and compliant with best standards when keeping your own books.
All DIY Bookkeeping Training includes:
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- QuickBooks Setup: We work together to ensure your QuickBooks Online account is set up correctly and customized for your business. During this step, we set up bank feeds, bank rules, learn how to reconcile bank statements, etc. We also determine what features will be used in QuickBooks Online and create a custom training agenda and timeline based on your availability and commitment level.
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- QuickBooks Training: During training, you learn bookkeeping best practices and how to properly use QuickBooks Online. We create and document a yearly timeline that keeps you on-point throughout the year with regular check-ins and prepares you for year-end tax time.
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- Financial Report Analysis: You will learn how to read, review and understand financial reports. Online banking and bill pay will also be discussed.
- Financial Report Analysis: You will learn how to read, review and understand financial reports. Online banking and bill pay will also be discussed.
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- App Integration: We will discuss 3rd party applications (Square, Stripe, PayPal, etc.) that you may use in your business and how to correctly get that data into QuickBooks Online.
Our Approach: Money Mindset Coaching
Our main focus during this training is to change thoughts about money and the stress associated with it. We empower our clients to be patient for change and commit to changing their thought process surrounding the numbers. Our DIY Bookkeeping Worksheets are used to collect data and keep track of all the items we discuss during this training. All participants get a free gift to help with this mindset!
How is DIY Bookkeeping Training Delivered?
DIY Bookkeeping Packages are fully customizable. Participants will receive their training delivered via Zoom 1-on-1 conferencing (screen share), via email response via Loom (video), and via Voxer (walkie-talkie).
Together, we determine the training goals and frequency of the training. Sessions typically occur every other week and are 45 minutes in length and can last 60, 90, or 120 days. Some clients also choose to have monthly or quarterly training.
All training packages also include worksheets and checklists.
Ready to get started?
Contact us to discuss your training goals today!