Consultations

One-on-One Bookkeeping Consultations

Clear Answers, Simple Guidance, and Support You Can Rely On

A Bookkeeping Consultation is a personalized, one-on-one session where you get clear, honest answers to your bookkeeping questions — without confusion, pressure, or judgment. Whether you’re a new business owner, feeling overwhelmed by your books, unsure how to use QuickBooks, or simply need direction, this service gives you the clarity and confidence you’ve been looking for.

This is the perfect option if you’re not sure where to start, need help understanding your numbers, or want guided support before choosing a full bookkeeping service.

What’s Included in a Bookkeeping Consultation

• One-on-One Phone or Virtual Meeting

  • Ask anything — categories, reconciliation issues, setup questions, mistakes, or how to get organized.

• QuickBooks Guidance & Troubleshooting

  • Help navigating your file, understanding features, and fixing common problems.

• Review of Your Current Books (If Provided)

  • I take a look at what you have so far and explain what’s correct, what’s missing, and what needs adjusting.

• Clear, Simple Explanations

  • No accounting language— just clarity that makes everything finally make sense.

• Recommendations & Next Steps

  • You’ll leave the consultation knowing exactly what to do next, whether it’s cleanup, catch-up, monthly support, or small fixes.

• No Pressure — Just Support

  • This session is designed to help you, not sell you.

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Why a Consultation Matters

A consultation gives you:

• confidence about your books

• clarity on what’s right and what’s wrong

• support before making big decisions

• answers that save time, money, and stress

• direction if you feel stuck, lost, or confused

  
  

Sometimes all you need is someone who can explain things clearly and help you move forward.

Get Clarity and Confidence — In One Simple Call

Whether you’re overwhelmed, confused, or unsure where to begin, I’m here to help you understand your books and take the next step with peace of mind.

Let’s talk — and make bookkeeping simple again.