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QuickBooks Training & Coaching

QuickBooks help
for bookkeepers & business owners

Stop guessing and start mastering. Whether you're brand new to QuickBooks or trying to untangle a setup that's never felt right, our hands-on training is customized to your version, your industry, and your pace — not a generic course.

Book a Training Session How It Works New QB Accounts
1:1
Or small group
QBO + QBD
Online & Desktop
Your pace
Customized sessions

What's Included

Training that fits
your business, not a manual

Generic QuickBooks tutorials teach you buttons. We teach you your books — using your actual chart of accounts, your real transactions, and the workflows specific to your industry.

Sessions are one-on-one or small group, in person or remote, and scheduled around your business hours, not ours. We meet you wherever you are — brand new to QuickBooks, migrating from another system, or a longtime user who's never quite trusted what the software is telling them.

By the end of training, you're not just clicking through screens. You understand what each report is telling you, how to keep your books clean between sessions, and when to call us if something looks off.

What we cover together

  • QuickBooks Online training
  • One-on-one or small group sessions
  • Chart of accounts setup & cleanup
  • Invoicing, billing & payment workflows
  • Custom reporting & dashboard setup
  • Bank feed & reconciliation training
  • Ongoing Q&A support after sessions end via subscription

How It Works

From first session to
confident, on your own

A training path designed to build real independence with your books.

The Bookkeeper Repairman Training Method

01

Skills & goals assessment

We talk through your current comfort level with QuickBooks, what's confusing or frustrating, and what you actually need to be able to do on your own — invoicing, reconciling, running reports, or all of it.

02

Custom session plan

We build a training plan around your real file and your real workflows, not a generic curriculum — whether that's one focused session or an ongoing series.

03

Hands-on training

Sessions are practical and hands-on. You work directly in your own QuickBooks file with us guiding you, so what you learn sticks; because it's tied to numbers you recognize.

04

Practice & reinforcement

Between sessions, you apply what you've learned. You'll apply the skills you've learned to real bookkeeping tasks, building confidence through repetition. If questions come up, you can send them ahead of your next session so we can address the issue.

05

Ongoing support

Training ends when you're confident, not on a fixed schedule. And if you'd rather hand bookkeeping off entirely down the line, we're right here for that too.

Common Questions

QuickBooks training, answered

Q. I've never used QuickBooks. Is this for me?

Yes. We regularly work with business owners starting from zero. Sessions are paced to your starting point, not a one-size-fits-all curriculum.

Q. Do you train on QuickBooks Online or Desktop?

Both. We'll work in whichever version your business runs, and can advise on which makes more sense if you're deciding between them.

Q. Can you train my whole team, not just me?

Yes — small group sessions are available for staff who need shared access to the same file, such as office managers, bookkeepers, or other admin staff.

Q. What if I get stuck after training ends?

We offer ongoing Q&A support subscriptions, and if you decide you'd rather have us manage your books going forward instead of doing it yourself, that's a simple transition.

Ready to actually
understand your books?

Tell us your QuickBooks experience level and what you're trying to accomplish — we'll build a session plan around it.

Book a Training Session

Get in Touch

Ready to finally understand your numbers?

Let's talk about your QuickBooks challenges, financial reporting concerns, and the next stage of growth for your business.

Phone
610-657-8704
Business Hours
Mon–Fri, 9 AM – 5 PM
Software & Hosting
New QB Account Pricing

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