1:1 Sessions
If you don’t need the monthly assistance, but still need some help now and then, Sessions are perfect for you! Choose from the options below.
QBO Training
Financial Clarity
Business Growth
This 30-minute training session is designed to answer your questions and help you feel more confident using your QuickBooks account. Whether you need guidance on categorizing transactions, running reports, or understanding your dashboard, we’ll walk through it together step-by-step. You’ll leave with clearer understanding, practical tips, and the confidence to manage your books more effectively.
A 30-minute, mini advisory session designed to help you better understand your business finances. During this call, we’ll review your financial reports, identify potential problem areas, and highlight opportunities to improve profitability and cash flow. You’ll leave with clear next steps and practical insights so you can make more confident financial decisions for your business.
Our 30-minute, mini CFO session provides growth guidance for business owners. We work closely with you to understand your goals. If you need cash flow forecasting, scenario planning, profit modeling, or budget creation, this session is perfect for you. You’ll leave the session knowing exactly what next steps to take to reach your goals.
Get in Touch
Let's talk about your project. Fill out the form or call the number below.