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One-on-one QuickBooks and Xero coaching, at your own pace.

One-on-one training on QuickBooks Online, Desktop, and Xero for business owners who want to manage their own books with confidence.

Request a free consultation

Individual sessions $300 · Package discounts available

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.

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
$300/ per session

4-session package

Best value

A 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
$1,000/ 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
Custom/ monthly

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

How coaching works.

  1. Tell us what you need

    A short call to understand your skill level, platform, and specific challenges.

  2. Customized session plan

    We build a coaching plan that targets your gaps and matches your goals.

  3. Learn by doing

    Hands-on screen-sharing in your actual accounting file with real transactions.

Frequently asked.

Absolutely. Coaching works for people who have never opened QuickBooks or Xero before. We meet you where you are with a patient, jargon-free approach focused on practical skills.

All sessions are virtual via Zoom or Google Meet with screen sharing. We work directly in your accounting file so everything is immediately applicable. Sessions are recorded for later review.

Coaching teaches you to do it yourself; our cleanup services are us doing the work for you. Many clients start with a cleanup and then transition into coaching to stay on track. The cleanup resets the file to accurate, and coaching makes sure it stays that way without paying someone every month.

It depends on where you are starting from and what you want to own. One session is often enough for a single focused problem, such as reconciling an account, fixing a bank feed, or reading your reports. Owners who want to run their books end to end usually choose the four-session package, which spreads a custom curriculum over 4–6 weeks so each session builds on the last. We recommend a starting point on the intro call and you can add sessions later.

Individual sessions are $300 and run 60–90 minutes. The four-session package is $1,000 and includes priority email support while the package is active. Ongoing monthly coaching with unlimited email support between sessions is priced to fit the business. Ask about it on the intro call.

Related pages

Coaching starts with a free call.

Request a free consultation and we’ll design a coaching plan around your needs. No commitment required.

Request a free consultation