One-on-One Bookkeeping Consulting & Training
Get personalized, one-on-one guidance for your bookkeeping, QuickBooks, clients, or business—so you can move forward with clarity and confidence.
Personalized Help for Real Bookkeeping Questions
Whether you are learning bookkeeping, working through a difficult client file, or trying to improve your business systems, your session will focus on the specific questions and challenges you bring.
Bookkeepers
Get help with client files, bookkeeping scenarios, workflows, pricing, boundaries, and growing your business.
Business Owners
Understand your books, improve your QuickBooks setup, and learn how your financial information fits together.
New Bookkeepers
Build confidence with categorization, reconciliations, chart of accounts, financial statements, and real-world bookkeeping situations.
What We Can Cover
✔ QuickBooks setup and organization
✔ Chart of accounts review
✔ Transaction categorization
✔ Bank and credit card reconciliations
✔ Cleanup questions and troubleshooting
✔ Financial statement review
✔ Bookkeeping workflows and systems
✔ Difficult client situations
✔ Pricing, boundaries, and business growth
✔ Tax-ready bookkeeping preparation
Every session is customized. Bring your questions, examples, or screen-share your QuickBooks file so we can focus on what will be most helpful to you.
Guidance Backed by Real Experience
With nearly 20 years of accounting experience—including small business, corporate accounting, bookkeeping, and tax preparation—you’ll receive practical guidance based on real client work, not generic advice.
✔ Certified Bookkeeper
✔ Built a mid-six-figure bookkeeping firm
✔ Hundreds of accounts reconciled
✔ Experience working alongside CPAs and business owners
✔ Personalized, one-on-one support
How Consultations Work:
1. Book your session
Choose an available time and submit your payment.
2. Tell me what you need help with
You will have an opportunity to share your questions before the appointment.
3. Meet with me on Zoom
We will work through your questions together during a private 60-minute session.
4. Leave with clear next steps
You will know what to fix, what to do next, and how to move forward with confidence.
Before You Book
Consultations are designed for education, guidance, troubleshooting, and professional support.
Sessions do not include ongoing bookkeeping services, tax preparation, tax advice, or work completed outside of the scheduled appointment. Complex cleanup projects may require a separate review and quote.
Ready to Get Clear Answers?
Book your private 60-minute consultation below.
60 minutes · Zoom · $250