Hands-On Bookkeeping & QuickBooks Training for Tax Pros and Aspiring Bookkeepers

This 4-week private coaching program is designed for tax professionals and aspiring bookkeepers who want to build a solid foundation in real-world bookkeeping — fast.

You’ll get personalized, step-by-step training through weekly Zoom sessions, focused on mastering QuickBooks, organizing client books, and understanding key financial processes.

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Some topics include:

• Bookkeeping basics & how to set up a chart of accounts
• Recording, categorizing, and reconciling transactions
• Managing accounts payable & receivable
• Reading financial reports & completing monthly closes
• QuickBooks setup and automation tools
• Pricing your services and cleaning up messy books

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Who It’s For:

• Tax Professionals adding bookkeeping to their services
• Aspiring Bookkeepers who want expert guidance and support
• Anyone with a bookkeeping clean up & needs ongoing assistance

This is a results-focused program tailored to your pace and needs. If more time is needed, additional sessions can be booked separately.

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Secure your spot now – limited seats available!

Michelle A. Wilson, EA, MSA
The Accountant, Tax & Biz Coach

Empowering Businesses: Where Accounting Excellence Meets Business Success