Setup & Training
Get QuickBooks set up right — and learn how to run it yourself.
For owners who want clean books without outsourcing them. We set up your QuickBooks Online file, teach you how to use it, and stay on call when you need us.
Who this is for
Built for owners who want to run their own books — done correctly.
Most bookkeepers only want to take over your books. That works for some businesses, but not all of them. Some owners want to stay close to the numbers themselves — they just need someone to set QuickBooks up correctly and teach them how to use it. That's what this service is.
Owner-operators who want clean books but don't want to outsource them
Brand-new businesses just opening QuickBooks for the first time
Founders coming off spreadsheets who finally need a real accounting system
Businesses switching from QuickBooks Desktop to QuickBooks Online
Anyone whose existing QBO file is a mess and needs a clean reset
What gets fixed
The six things that go wrong in most QuickBooks files
Almost every QuickBooks file we open for the first time has the same handful of problems. If any of these sound familiar, the Setup Sprint or a Training Intensive session is built to fix it. For step-by-step help on reconciliations specifically, see our reconciliation guide.
A chart of accounts that doesn't match your business
QuickBooks ships with generic categories. We replace them with a chart structured for how your business actually runs — so the P&L tells you something useful.
Bank feeds that miscategorize everything
Without rules and a proper chart of accounts, the bank feed lumps everything into the wrong buckets. We set up rules that get it right automatically going forward.
Reconciliations you don't trust
If reconciliation is a guessing game, your reports are unreliable. We teach you the process and what to do when the bank balance doesn't match.
Sales tax that isn't actually configured
Most new QBO files have sales tax 'turned on' but not actually wired correctly. We make sure what you collect matches what you owe.
Invoices that look amateur
Default QBO invoices are bland and easy to miss. We customize templates so invoices look like they came from a real business — which gets them paid faster.
An owner who avoids QuickBooks because the numbers feel wrong
When the file is set up right and you've been trained on the parts you use, QuickBooks stops being a chore. That's the entire point.
Three ways to start
Pick the package that fits where you are.
Setup-only if your file isn't built right yet. Training-only if your file works but you don't. Bundle if you want both done together and want to save a few hundred dollars doing it.
Setup Sprint
$750 one-time
A clean foundation for owners just starting out — or starting over.
- ✓New QuickBooks Online file setup — or cleanup of an existing file (chart of accounts review and reset)
- ✓Chart of accounts customized to your business model (service vs. product, contractor vs. retail)
- ✓Bank, credit card, and payment processor connections + opening balances
- ✓Customer and vendor lists imported and cleaned
- ✓Sales tax configured if applicable to your state and services
- ✓Products & services list set up so invoices look professional from day one
- ✓One 60-minute walkthrough call once the file is ready
- ✓30 days of email Q&A included
Setup + Training Bundle
$1,495 one-time
Setup done right — plus the confidence to run it yourself.
- ✓Everything in the Setup Sprint
- ✓Four 90-minute training sessions on the topics of your choice
- ✓30 days of email Q&A after the final session
- ✓Saves $255 vs. buying setup and four sessions separately
Training Intensive
$250 per 90-min session
À la carte — pick the topics that hurt. Buy 3 for $675 and save $75.
- ✓90-minute one-on-one screen share
- ✓Choose any topic — see the list below
- ✓Recording of the session sent after
- ✓Written follow-up summary with steps
- ✓30 days of email Q&A on the topic
- ✓Bundle 3 sessions for $675 (save $75)
Training topics
Pick what you actually need help with.
Every Training Intensive session and bundle session is focused on one topic. These are the most common ones — but if what you need isn't listed, tell us when you book and we'll tailor the session.
Banking & Reconciliations
Bank feed setup, transaction matching, fixing mismatched reconciliations, undeposited funds cleanup, bank rules that don't break things.
Invoicing & Accounts Receivable
Estimates, invoices, payment links, statements, late-fee handling, applying customer credits, what to do when payments come in through Stripe or Square.
Bills & Expenses
Entering bills, paying bills, vendor credits, credit card charge entry, knowing when to use a bill vs. an expense vs. a journal entry.
Payroll Basics in QBO
Running payroll inside QuickBooks Online Payroll, federal and state tax setup, employee vs. contractor handling, year-end W-2 and 1099 prep.
Sales Tax
Collecting sales tax at point-of-sale, recording it inside QBO, reconciling collected vs. remitted, preparing the data for state filings.
Reports for Owners
Reading your P&L and Balance Sheet, building custom reports, scheduled emailed reports, exporting clean data for your CPA at tax time.
The Support Promise
When the session ends, the help doesn't.
30 days of email Q&A — included
After your last session, you have 30 days to email us any QuickBooks question that comes up. We respond within one business day. No timer, no per-question fee, no awkward bill at the end.
Direct cell access for urgent issues
For genuinely time-sensitive problems — your CPA needs the file today, payroll won't run, a reconciliation breaks mid-tax-prep — you get our direct cell number so you can text or call. We reserve it for emergencies so it stays valuable.
After 30 days, clients can book another Training Intensive session, transition into one of our monthly bookkeeping plans, or simply check back when something new comes up.
From the resource library
Want to learn before you book?
We wrote these three guides for owners doing it themselves. Skim one — if it feels like you, the Setup Sprint or a Training Intensive picks up where the guide leaves off.
QuickBooks Setup
QuickBooks Online Setup Checklist: 12 Steps for a New Business
The exact order to set QuickBooks Online up — and what to skip until later.
Read the guide →Reconciliations
How to Reconcile in QuickBooks Online — and Fix It When It Won't Match
Step-by-step reconciliation plus the five reasons your bank balance won't agree.
Read the guide →Chart of Accounts
Chart of Accounts for Small Businesses: A QuickBooks-Ready Template
Numbered chart of accounts with sample tables for service, contractor, and product businesses.
Read the guide →Frequently asked
Questions before you book
Do I need to be a current bookkeeping client?
No. Setup & Training is a standalone service designed for owners who want to run their own books in QuickBooks Online. We do the setup or the training (or both), and you take it from there. If you decide later that monthly bookkeeping is a better fit, we can transition you into a plan without redoing the file.
Is this for QuickBooks Online or QuickBooks Desktop?
QuickBooks Online (QBO). If you're currently on Desktop, the Setup Sprint can include the migration to QBO as part of the project. QuickBooks is discontinuing new Desktop subscriptions, so for almost every small business the move makes sense.
How long does the Setup Sprint take?
Most files are ready within 5 to 10 business days from the kickoff call, depending on how clean the existing data is. We schedule the 60-minute walkthrough call once the file is configured so you can use the QuickBooks file the day we hand it over.
What if I need help after the engagement ends?
Every engagement includes 30 days of email Q&A after the last session. For genuinely urgent issues — your CPA needs the file today, payroll won't run, a reconciliation breaks mid-tax-prep — you get my direct cell number so you can text or call. After 30 days you can book another Training Intensive session or move into a monthly bookkeeping plan.
Can the training cover topics not listed?
Yes. The six topics listed are the most-requested ones, but a session can cover anything inside QuickBooks Online — class tracking, projects, multi-currency, custom reports, integrations like Stripe or Square. Tell us what you want to learn when you book and we'll tailor the session.
Is QuickBooks Online included in the price?
No. The QuickBooks Online subscription is billed by Intuit directly to you. We can often unlock a ProAdvisor discount on your QBO subscription as part of the Setup Sprint, which usually offsets a portion of the setup cost.
Ready to get QuickBooks running the way it should?
Book a free 20-minute diagnostic — we'll look at where you are and tell you exactly which package fits, with no obligation.