Certified QuickBooks

Consulting Services

New to QuickBooks or accounting? Getting QuickBooks right can be tough, we know.

With 20+ years of experience, we know that sometimes you need a little more help to actually implement the concepts taught in our classes.

That’s why we give you the opportunity to purchase consulting from us.  We know the concepts taught in the classes, and we use that shared experience to quickly advise as you move forward. 

Our consulting services are pretty simple and straightforward.  We are not CPA’s, but we do know how to use QuickBooks.  Over the years we have made lots of mistakes, and we can keep you from making the same ones.

This is a great question.  As good as our classes are, sometimes it take a bit more to get the concepts implemented in your company file. 

We are basically a training company, but we are committed  to make our students as successful as possible.  And sometimes an hour or two of one-on-one time, can save countless hours of frustration and wasted time.

This is why we also offer consulting.  We are not looking for long term consulting contracts.

We offer two different pricing models.

  • You can purchase by the hour @ $175.00 per hour.
  • You can purchase an open end plan @ $150.00 per hour (two hour minimum).

The open end plan is the best deal that we offer. The only catch is that you must purchase at least two hours of consulting to get the better rate.

Once you have scheduled your consulting appointment, you will then select the pricing model, hourly or open end, during checkout.

If you purchased “The Bundle” and want to schedule your consulting appointment, use the calendar below to select the date and time.

At check out use the consulting coupon code, that was in your Bundle acknowledge email.

We use the same platform for our consulting service that we use for our classes, without the virtual lab. Prior to your scheduled consulting appointment, we will email the link for the Zoom meeting.

 We can see and talk with you, and you can see and talk with us.  

You share your QuickBooks screen, show and tell us what you are trying to do.  

We provide you with our insight.  Simple. Straight forward.

Here is how it works.

  • You purchase the plan you want.  At the time of purchase, you will also select the date and time that works for you.
  • We send you the connection information, via email.
  • Each session for consulting time is a 15 minute minimum.
  • We use the connection time to determine the length of the session.
  • We follow up with an email, detailing how much time you have left on your plan.
  • Follow-up sessions are scheduled via email.

We only want happy satisfied customers, if during the first 15 minutes of your first session, you indicate the service is not for you.  We will refund your money to you, you need not provide a reason.  We will ask you to send us a cancelling email, just for our records.  We process refunds on our end as soon as possible, usually within 1 business day.

Schedule Consulting Appointment:

 Select the date and time of your consulting appointment from the calendar below.

Click the arrows to move to a different week or month.

2022 July

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Once you schedule your consulting appointment, you will pay for the service during checkout.