Please reach us at Jeff@QBXAccounting.com if you cannot find an answer to your question.
A QuickBooks Online Coach helps business owners and bookkeepers learn how to use QuickBooks Online correctly. Rather than taking over your bookkeeping, a coach teaches you how to manage your books, understand your reports, and avoid common mistakes.
Yes. We offer bookkeeping support for businesses that need assistance managing their financial records. We also specialize in training business owners and in-house bookkeepers who prefer to handle some or all of the bookkeeping themselves.
The Hybrid DIY approach allows business owners to maintain control of their bookkeeping while receiving expert guidance when needed. Instead of outsourcing everything, you learn how to perform daily bookkeeping tasks and have access to coaching and support for more complex situations.
Absolutely. We help new QuickBooks Online users select the correct company settings, connect bank accounts, customize invoices, establish a chart of accounts, and learn the daily workflow needed for accurate bookkeeping.
Yes. We can review your QuickBooks Online company and identify issues such as duplicate transactions, uncategorized expenses, unreconciled accounts, and inaccurate financial reports. We then help you correct those issues and understand how to avoid them in the future.
No. While we are based in North Carolina, we work remotely with QuickBooks Online clients throughout the United States using Zoom and secure cloud-based tools
Many bookkeeping firms focus on doing the work for you. We focus on teaching you how your bookkeeping works so you can make better business decisions. Our goal is to empower business owners through education and practical support.
Yes. We frequently collaborate with CPAs and tax professionals to help ensure your QuickBooks Online records are accurate and ready for tax preparation.
Simply schedule a consultation. We will discuss your current QuickBooks setup, identify any challenges, and recommend a plan that fits your business and skill level.