Learn at your own pace · QuickBooks & Xero
Coaching that
actually sticks.
Personalized training on QuickBooks Online, Desktop, and Xero for business owners who want to manage their own books with confidence.
Individual sessions $300 · Package discounts available
The short answer
What is bookkeeping coaching, and who is it for?
Coaching is one-on-one, screen-sharing training in your own QuickBooks Online, QuickBooks Desktop, or Xero file, for business owners who want to keep their own books with confidence. Sessions run 60 to 90 minutes over Zoom or Google Meet, are recorded for later reference, and are taught by Elizabeth Olsen, a QuickBooks Advanced Certified ProAdvisor and certified bookkeeping instructor.
Individual sessions are $300; a four-session package is $1,000. Complete beginners are welcome.
Ways to work together
Session formats.
Individual Session
A focused session tackling your most pressing bookkeeping challenge.
- 60–90 minutes of one-on-one time
- Screen-sharing in your actual file
- Session recording for future reference
4-Session Package
Best valueA structured path from confused to confident over four sessions.
- Four 60–90 minute sessions over 4–6 weeks
- Custom curriculum for your business
- Priority email support during the package
Ongoing Coaching
Regular monthly check-ins with an expert reviewing your work.
- Monthly review and coaching session
- Unlimited email support between sessions
- Quarterly financial review and insights
What we cover
Topics we cover.
QuickBooks Online (QBO)
- Bank feed management and transaction matching
- Invoice creation and accounts receivable
- Bank and credit card reconciliation
- Running and customizing financial reports
QuickBooks Desktop (QBD)
- Company file setup and preferences
- Payroll processing and tax filings
- Inventory management and tracking
- Job costing and class tracking
Xero
- Bank reconciliation workflows
- Invoice and quote creation
- Multi-currency transactions
- Report customization and export
Business Operations
- Monthly close process and checklist
- Understanding your P&L and Balance Sheet
- Cash flow management basics
- Preparing financials for your CPA
The process
How coaching works.
Tell Us What You Need
A short call to understand your skill level, platform, and specific challenges.
Customized Session Plan
We build a coaching plan that targets your gaps and matches your goals.
Learn by Doing
Hands-on screen-sharing in your actual accounting file with real transactions.
Questions, answered
Frequently asked.
Ready when you are
Ready to learn
your books?
Book a free discovery call and we’ll design a coaching plan around your needs. No commitment required.