QuickBooks Online · one-on-one
QuickBooks Online Setup & Training in Acworth, GA
Six personal sessions with a Level 2 certified QuickBooks ProAdvisor, your file set up properly, and thirty days of follow-up for the questions that come after. For owners who want to keep their own books and do it right.
What the program includes
Set-up of your QuickBooks Online file
Chart of accounts, bank feeds, sales tax settings, products and services, and the connections to your payment and payroll apps, built for your business rather than left on Intuit’s defaults.
Six one-on-one sessions
Personal training, on your file and your transactions, not a demo company. You learn the parts of QuickBooks your business uses.
Thirty days of follow-up
Questions after the sessions are answered for a month, which is when they actually come up.
Monthly one-hour group Zoom
An ongoing session for current and past trainees to bring questions and see what has changed in QuickBooks.
30% off QuickBooks Online
As a QuickBooks Business Affiliate, Certified ProBooks can pass along 30% off QuickBooks Online and Payroll for your first six months.
An honest read on whether DIY fits
If your volume or your situation means doing it yourself will cost you more than it saves, you hear that in the first session, with the alternative priced.
Who this is for
- A new business in Acworth or anywhere else that wants to start on the right chart of accounts rather than fix it later.
- An owner already using QuickBooks who is not confident the numbers are right, and would rather learn than hand it all over.
- A bookkeeper or office manager inheriting a file and needing to understand how it was built.
- A nonprofit treasurer who needs fund tracking set up once, properly.
Who does the work
Beryl Williams owns Certified ProBooks and does the work herself. She has a Bachelor’s degree, more than twenty years in bookkeeping and payroll, and is a QuickBooks ProAdvisor certified at Level 2, a QuickBooks Business Affiliate and an ADP Accountant Connect certified partner. She is based in Acworth, in Cobb County, and works with clients across the country. You can read what other owners say on her Google profile.
Questions people ask before they book
Is this on my own QuickBooks file?
Yes. Set-up and every session use your company file and your real transactions.
What if I decide I would rather hand the books over?
That happens, and it is fine. The set-up work carries straight into Remote Bookkeeping Services, nothing is redone.
Is it in person or online?
Online by default, which is how most clients prefer it. In Acworth, an in-person session can be arranged.
How is the program priced?
As a package covering set-up, the six sessions and the thirty days of follow-up. You get the price after the free consultation, once the size of the set-up is clear.
Related services
- Remote Bookkeeping Services · if you would rather it was done for you
- Payroll Service · QuickBooks Payroll and Intuit Workforce set up alongside
- Business Management Consultant · a review of books you keep yourself
How to start
Answer six quick questions about your business and where your books stand. Beryl reads every answer before the call, so the free 30-minute consultation starts with your situation, not a sales pitch. You leave it knowing what you need and what it costs.
Or call or text (470) 377-1970 · info@certifiedprobooks.com