FAQ’s

Have questions about our virtual QuickBooks coaching or bookkeeping services? We’ve got answers! Learn how Coaching the Books can help small business owners and bookkeepers master their finances with confidence.

What’s the difference between QuickBooks coaching and bookkeeping services?

Coaching teaches you to use QuickBooks yourself. Our QuickBooks Certified ProAdvisors provide one-on-one virtual sessions to help you set up, troubleshoot, or master QuickBooks tasks like reconciling accounts or generating reports.

Bookkeeping means we handle your books for you. Our team manages tasks like categorizing transactions, reconciling accounts, and preparing financial reports, or we perform a one-time QuickBooks cleanup.

Not sure which is right for you? Contact us to discuss your needs!

Do I need QuickBooks experience for coaching?

No experience is required! Our coaching is tailored for beginners and experienced users alike. Whether you’re setting up QuickBooks for the first time or tackling advanced features like payroll or inventory, we’ll meet you where you are.

Book a coaching session to get started!

How do virtual coaching sessions work?

Sessions are held via secure video calls (Zoom) at a time that suits you. You’ll work one-on-one with a QuickBooks Certified ProAdvisor who shares their screen to guide you through QuickBooks, answer questions, or review your work. Sessions are interactive and personalized to your needs.

What’s included in full-service bookkeeping?

Our full-service bookkeeping takes over all the monthly bookkeeping tasks your business requires. From transaction categorizations and reconciliations, to payroll, to job costing, and much more in between. For a more comprehensive list of tasks we can handle, please visit our list of services tab.

Who are your services for?

We serve small business owners who want to manage their own books or outsource them, and bookkeepers looking to improve their QuickBooks skills. Our virtual services are perfect for anyone seeking flexible, expert support.

How do I choose the right coaching package?

• Single Session (1 Hour): Best for quick fixes or specific QuickBooks issues.

• Three-Session Package: Ideal for beginners or those needing in-depth help.

• Annual Package (12 Sessions): Perfect for ongoing training or monthly check-ins.

Explore all packages on our Services page or book a session today!

How do I get started?

It’s easy! For coaching, schedule a virtual session with a QuickBooks Certified ProAdvisor. For bookkeeping, request a custom quote. We’ll work with you to create a stress-free plan for your books.

Why choose Coaching the Books?

• Certified Expertise: Our team consists of QuickBooks Certified ProAdvisors.

• Virtual Convenience: Get help from anywhere, with flexible scheduling.

• Personalized Support: Every session or service is tailored to your unique needs.

• Stress-Free Finances: We empower you to focus on your business, not your books.

Ready to take control of your finances? Contact us today!