Expert BOOKKEEPING TRAINING
. 🎓 One-on-One Bookkeeper Training
Whether you're new to bookkeeping or looking to tighten up your process, this session is designed to give you the confidence and clarity you need. This 90-minute, CPA-led training is personalized to your current skill level and goals—no fluff, just practical, real-world guidance.
What’s Included:
- A 90-minute virtual training session (via Zoom)
- Walkthrough of real bookkeeping workflows and best practices
- Q&A time to address your specific challenges
- Downloadable templates, checklists, and notes you can keep and reuse
Ideal for:
- Aspiring bookkeepers looking to get started the right way
- Self-taught bookkeepers who want reassurance they’re doing things correctly
- Virtual assistants expanding their services into bookkeeping
Pricing:💻 $300 one-time session
📬 Ongoing Expert Support
Bookkeeping doesn’t always go by the book—and when questions come up, you shouldn’t have to figure it out alone.
Our monthly support subscription gives you direct email access to a CPA who understands the ins and outs of small business bookkeeping. Whether you’re unsure how to categorize a tricky transaction, need guidance reconciling an account, or want a second set of eyes before sending off reports to a tax preparer, we’re here for you.
Here’s how it works:
- You’ll receive a private email address to send your questions to each month.
- I’ll respond within 2 business days with clear, practical guidance.
- You’ll also get access to any relevant templates or tools I’ve created that may help you in your process.
📬 ONGOING EXPERT SUPPORT - PRICING
Support Plans:✨ Starter Support – $75/month
Up to 2 detailed questions per month
✨ Pro Support – $150/month
Up to 5 detailed questions per month + priority response time
Ideal for:
- New bookkeepers who want peace of mind
- Virtual assistants offering bookkeeping as a service
- Freelancers growing their client base who want to avoid mistakes
This isn’t just “tech support”—it’s CPA-backed guidance designed to help you keep your clients’ financials accurate, consistent, and tax-season ready.