Mentorship, Training & Consulting
Many small business owners want to stay compliant and in control of their finances, but aren’t ready to hire a full-time bookkeeper. That’s where we come in.
Our one-on-one mentorship program is designed to teach entrepreneurs how to manage their own bookkeeping in QuickBooks Online. If you want to learn how to do it the right way from day one, this service is for you.
We work with clients who are just getting started, or who have been winging it and are ready to get serious. You’ll be guided by one of our experienced professionals through real-time, personalized coaching sessions.
Bookkeeping Mentorship for Business Owners Who Want to Take Control
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This Mentorship Is a Fit If You:
- Own a Canadian small business or work as a solopreneur
- Are using or willing to switch to QuickBooks Online
- Want to understand your numbers and stay compliant
- Prefer a hands-on, supportive learning experience
- Are not ready to hire a bookkeeper, but still want to do it properly
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What You’ll Learn
We customize every mentorship session based on your business, but here’s what we often cover:
- How to set up your chart of accounts
- How to post your income and expenses
- Reconciling your bank accounts and balance sheet
- Sales tax tracking and submissions
- Accounts payable and receivable workflows
- Tips for staying audit-ready year-round
Sessions are billed at $150 per hour, and most clients start with 1 to 3 sessions.
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Ready to Get Started?
Fill out our short intake survey so we can learn more about your business and make sure this mentorship is the right fit. Once submitted, we’ll reach out with next steps.
