QuickBooks Training
for Small Business.
1-on-1 with a ProAdvisor.
Stop guessing and start knowing. Live, personalized QuickBooks training in your actual file — built around your business, your version, and your goals.
QuickBooks Training Pricing
$150/Session (up to 60 minutes) — 1-on-1 with a ProAdvisor
Training Topics
What You'll Learn in QuickBooks Training
Every session is customized to your needs — but here are the core topics I cover for small business owners.
QuickBooks Navigation & Setup
Master the dashboard, chart of accounts, and company settings so your file is built on a solid foundation from day one.
Recording Transactions
Learn to enter invoices, bills, expenses, and payments correctly — every time — so your books stay accurate without extra cleanup.
Bank Reconciliation
Understand how to reconcile your bank and credit card accounts monthly so your QuickBooks always matches your real statements.
Reading Financial Reports
Learn to read and interpret your Profit & Loss, Balance Sheet, and Cash Flow reports to make smarter business decisions.
Invoicing & Accounts Receivable
Create professional invoices, track who owes you money, and record payments so your A/R is always up to date.
Tax-Ready Bookkeeping Habits
Build the monthly routines that keep your books clean year-round — so tax season is never a scramble again.
The Process
How QuickBooks Training Works
A structured, personalized process that gets you confident and competent — not just watching someone else click around.
Free Discovery Call
I learn your QuickBooks version, your current skill level, and exactly what you want to accomplish. No generic curriculum.
Custom Training Plan
I build a session plan around your specific business, your actual QuickBooks file, and your goals — not a one-size-fits-all course.
Live 1-on-1 Sessions
Training is done via secure screen share using your real data. You learn by doing, not by watching someone else's demo.
Step-by-Step Guides
After each session you receive a written summary and cheat sheet so you can reference exactly what you learned anytime.
Practice & Review
I assign short practice tasks between sessions and review them together so the skills actually stick.
Ongoing Support
Have a question after training ends? I offer follow-up support so you're never stuck on your own.
The Difference
Guessing vs. Knowing Your QuickBooks
Without Proper Training
- Transactions entered in the wrong accounts
- Bank reconciliations that never balance
- Reports you can't read or trust
- Errors that compound month after month
- Tax prep surprises and extra CPA fees
- Anxiety every time you open QuickBooks
- Paying for help you could do yourself
After LedgerCore Training
- Every transaction in the right place
- Reconciliations done in minutes
- Reports you can read and act on
- Clean books every single month
- Tax season is stress-free
- Confidence every time you log in
- Save money by doing it yourself correctly
Common Questions
QuickBooks Training FAQ
Everything you need to know before getting started.
Ready to Finally Understand Your QuickBooks?
Schedule a free discovery call. I'll learn your situation and put together a custom training plan — no commitment required.
Certified ProAdvisor • $150/session (up to 60 min) • Serving Clients Remotely in Select U.S. States