Training and Consulting

Whether you want to learn to manage your own books, get expert eyes on your current process, or train your staff to take over day-to-day tasks, here’s how I can help:

QuickBooks Online Training

Learn how to invoice customers, enter bills, reconcile accounts, run reports, and use bank feeds correctly.

New Business Setup Consulting

Just starting out? I’ll help you choose the right bookkeeping workflow, build a chart of accounts, and explain exactly what records you need to keep.

Bookkeeping Process Consulting

A review of how your business currently handles receipts, invoices, payroll, and month-end tasks — with clear recommendations for improvement.

Financial Report Walkthroughs

Not sure what your numbers are telling you? Each month, I’ll walk you through your profit and loss statement, balance sheet, and cash flow report in plain language.

Internal Controls Consulting

Practical ways to reduce errors and fraud risk, including separating duties, setting up approval processes, and improving documentation.

Payroll Consulting

Guidance on payroll processes, employee classifications, and recordkeeping best practices.

Software Implementation Assistance

Moving from spreadsheets or another system into QuickBooks Online? I’ll help make the transition smooth.

Staff Training

I’ll train your office manager or administrative assistant to confidently handle day-to-day bookkeeping, while you stay focused on oversight.