One-on-One Consultation

Do you have specific questions about QuickBooks® or Accounting? Do you need help with how to use QuickBooks® or how to record a specific transaction? If so, I can help! Schedule a one-on-one consultation below and get your questions answered.  Most of my clients think of this as a mentoring relationship without the long-term commitment.  Use as much or as little time as you need to get your questions answered.

Below are some of the pricing options for one-on-one consulting. All consulting is over the web using zoom.us, a web conferencing software.  I’m a results oriented, problem solver, looking to get you a solution that works for your situation.  My goal with consulting is to get you accurate results and success with QuickBooks®, quickly.

30-Minute
Consultation

$90

One-on-One
Accounting Questions
QuickBooks® Desktop
QuickBooks® Online
Expert Advice

60-Minute
Consultation

$150

One-on-One
Accounting Questions
QuickBooks® Desktop
QuickBooks® Online
Expert Advice

FAQs

Frequently asked questions

How does the consultation work?

Select an option above by clicking the “Schedule Now” button, pick a time for the consultation, answer a couple of questions, pay for the consultation, and then you’ll receive an email with a link to conference.

 

Is a contract required?
No contract is required.  It’s a simple set-up that allows you to pay only for the time you need; no more, no less.
What are some of the benefits of getting help from you?

You’ll see how to handle the transactions you have questions about.  We’ll take a look at your QuickBooks® file (or QB Online) and you can show me the exact issues you’re encountering.  You’ll receive guidance on how to properly handle your QuickBooks® transactions.

Additionally, you’ll see how to efficiently use QuickBooks®.  My clients have stated that they learn a lot from actually seeing how I use QuickBooks®.  Be it keyboard shortcuts, layout, or workflow, it tends to positively shape how they approach using QuickBooks® in the future.

What will we cover during the consultation?

We’ll cover any of your Accounting queistions, and/or any of your QuickBooks® questions, be it about QuickBooks® Desktop or QuickBooks® Online.  My goal is that your questions will be fully answered by the time the consultation concludes.  Your questions can be as general or as specific as they need to be.

Do you need access to my QuickBooks®?

It depends on how specific and complex your questions are.  General questions typically don’t require access to your QuickBooks®; specific question may be best answered by looking at your QuickBooks® file.

Do I need to prepare for the consultation?

I highly recommend creating a list of any questions you have about Accounting or QuickBooks®. Remember, this is your time to get your questions answered; I’m here to help, so ask all the questions you have!