Our Services

At Coaching the Books, we specialize in virtual QuickBooks coaching and full-service bookkeeping to empower small business owners and bookkeepers. Whether you want to learn QuickBooks or outsource your books, we’ve got you covered.

Virtual QuickBooks Coaching

Our one-on-one coaching sessions are tailored to your needs, delivered virtually by QuickBooks Certified ProAdvisors. Perfect for small business owners or bookkeepers who want to:

  • Set up QuickBooks for the first time.

  • Fix errors like incorrect transactions or unbalanced accounts.

  • Learn advanced features like payroll or job costing.

  • Review your work for accuracy and confidence.

  • And so much more, you can see a list of services or topics that our coaches can assist with.

Choose Your Coaching Package:

  • Single Session (1 Hour): Quick help for a specific issue.

  • Three-Session Package: In-depth training for beginners or complex tasks.

  • Annual Package (12 Sessions): Ongoing support or monthly check-ins.

Full-Service Bookkeeping

No time to manage your books? Our full-service bookkeeping takes the stress off your plate. We handle:

  • Monthly account reconciliations.

  • Financial reports for tax prep or business decisions.

  • Categorizing transactions and ensuring accuracy.

  • One-time QuickBooks cleanups for messy or outdated books.

  • And so much more! View the list of services link above to discover what our bookkeepers can do for you.

Contact us for a custom quote based on your business needs.

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!