Training Services

 90-Minute Consultation

Start your new business on the right track. Understand how to choose a business entity, learn how to register your business with state and local agencies, sales tax clarity, obtaining your EIN with the IRS, using our comprehensive start up check list.

Quickbooks clean up, catch up bookkeeping to current accounting period. Includes reconciliations of bank and credit card accounts.

Five hours of Quickbooks training time to use when you choose.

This bookkeeping package is perfect for the independent stylist, personal trainer, consultant, direct sales consultant.  Includes bookkeeping account set up on Wave Accounting, monthly bookkeeping, account reconciliation, and monthly  Profit & Loss Report.  

*This package is reserved for  independent contractors  without employees, complex inventory, job costing, and who do not require a Balance Sheet. 

   * Monthly Quickbooks Online Subscription billed separately

This package is specifically designed for franchise businesses.  We set up your account using the online version of Quickbooks. Then we incorporate your brands specific chart of accounts, build & maintain your Balance Sheet, record all your monthly transactions, reconcile your accounts, review your detail Profit & Loss report with you, submit your P&L to the franchisor on your behalf.   You will receive a tax-ready Profit & Loss and Balance Sheet at year end for your tax preparation. 

QB Data Setup & Five Hours of Training

Quickbooks data file set up. Includes Chart of Accounts set up, beginning balances, bank and credit cards connected to download transactions. 5 hours of training time that you can use however you choose.

This coaching package is perfect for the new business owner as well as a seasoned business owner.  Learn the basics of each phase of your business.  This comprehensive program includes activities to jump start your business and launch you into success. 

Our Full-Service Virtual Accounting Department offers Accounts Receivable, Accounts Payable, access through a secure online network, 1099 Vendor Tracking, Job Costing and Job Costing Reports, Budget Tracking and reporting. Maintain payroll journals. 

This comprehensive planning package is customized to the desired results of the business owner.   You will be guided to identify you're strengths, focus your point of impact, create a space that attracts clients who are committed to their growth, and learn how to map your way to sustainable success.  This package includes some personal coaching as well as you, the business owner.