QuickBooks Online Help

QuickBooks Online got you feeling like WTF? I’m here to help.

I 100% believe that you can do your own bookkeeping. In fact, I think it’s HEALTHY for small businesses to DIY their bookkeeping. It builds a level of engagement with and awareness about your finances that you’ll carry with you for years to come.

BUT, that doesn’t mean learning to use a new system is easy. And while QuickBooks Online can seriously level-up your finances, sometimes it can be a real PITA. That’s where I come in.

After more than 10 years of working with QuickBooks and small business owners, I know a thing or two about wrangling QBO, solving your most baffling bookkeeping issues, and teaching you how to feel confident about your bookkeeping.

Here’s how I can help:

QuickBooks Online Setup & Training

You’re just getting started with QuickBooks (or haven’t started yet) and already know you need help.

QuickBooks  Online Training

You’ve been using QuickBooks and realize there’s stuff that you have no idea how to do. Your file is in good shape and you know exactly what you need to learn.

QuickBooks Online  File Review

You’ve been using QuickBooks for a while and want an expert to review your file and make sure you’re not making mistakes.

QuickBooks Online First Aid

You know there’s something seriously wrong with your bookkeeping and you have no idea what. You want to identify the problem, and fix it.

QuickBooks Online Setup and Training

Ready to embrace the digital age of bookkeeping but need a little bit of hand-holding? No shame in that! In fact, having an expert set up QuickBooks and teach you how to use it GREATLY increases your chances of bookkeeping success. 

Real talk- one of the biggest reasons people’s QuickBooks is a hot mess is because it’s not set up correctly. Bad bookkeeping setup makes it easy to miscategorize transactions and miss important income and expenses. 

Even worse? If you don’t know what you’re doing all sorts of things can go horribly wrong. Trust me, I’ve seen it all, and most problems can be prevented through proper training on how the system works for YOUR business.

HERE’S HOW THE PACKAGE WORKS:

Before we meet: You’ll fill out a questionnaire that gives me details about your business and your financial processes. I review the questionnaire and craft a customized QuickBooks plan based on your needs. This includes recommendations on how to streamline and automate your bookkeeping.

 90 minute 1:1 session: We’ll meet via Zoom and review your tax deductions and create your Chart of Accounts together. You’ll also have a chance to ask me all your deepest tax deduction questions (like if X expense is really deductible).

Your Chart of Accounts is the backbone of your entire bookkeeping and it’s crucial that it’s set up correctly. Why tax deductions? These are the categories that you’ll use daily for your bookkeeping so it’s essential that you understand them.

Setup: I’ll set up QuickBooks for you based on your personalized plan. If you’re starting mid-year I’ll also import your year to date transactions. The first time you see your QuickBooks it will be ready for you to use!

90 minute 1:1 session: We’ll meet via Zoom and I’ll show you how to use your shiny new QuickBooks file. Through screen sharing, I’ll go over the key processes you need to do for YOUR business. Some topics we may cover are:

  • Basic QuickBooks navigation and which features you’ll use and which you can ignore
  • Categorizing income and expenses, transfers, split transactions, and personal payments and contributions
  • Using Rules to automate your bookkeeping
  • Recording expenses that you paid for using your personal account
  • Sending estimates and converting estimates to invoices
  • Sending invoices and receiving payments on invoices
  • Progress invoicing
  • Running reports and using monthly reports to determine your owner pay and tax savings

This package also includes:

  • Recordings our sessions, which are uploaded to your Google Drive folder
  • Additional tracking spreadsheets for the home office, cell phone, and home internet expenses
  • A pre-recorded training on how to reconcile your bookkeeping
  • 30-minutes of follow up support (to be used within 3 months of our training call). You can email me questions or schedule a follow-up session.

Investment: $850 (one time payment) or 2 monthly payments of $450

Love it? Here’s what’s next:

Click the button and pay for your package. The confirmation email will include the link to the questionnaire and to schedule your very first call!

Got questions? Send them to me using the Message Me box or send them to andi@andismiles.com.

Phoenix Song

Initially, I was unsure of how to manage my finances in a way that felt intuitive and integrated, and that I could understand. Also, I wasn’t sure how to build a strong financial foundation so I could get to growing my practice. Working with Andi was really helpful, and just being offered and guided through the information soothed my financial anxiety so much.

This consultation gives you all the information you need to build a strong and solid financial foundation, and Andi offers support in an accessible, real way. Also, Andi focuses on supporting women, trans/gnc, and queer folks which is a huge plus.

Service: QuickBooks Online Consultation

Phoenix Song
Jessica Schulist

No matter where you are in your small business finance management, Andi will have some totally doable recommendations to save time and improve the accuracy of their financials.

Before working with Andi I was struggling to understand workflow efficiency in my bookkeeping, deciding on best software, apps, and processes for my business, and setting clear plans and goals.

During the consultation, there was no time was “wasted” with explaining my situation and Andi had a clear plan and recommendations. The google doc package with the action plan and visual reminders were so awesome and now I’m feeling motivated to work on my finance.

Service: QuickBooks Online Consultation

Jessica Schulist
Rebecca Goettsche

Before the consultation I was struggling with how to go about bookkeeping, conceptualizing my financial goals, and understanding my deductions.

My biggest hesitation was admitting how little I knew about accounting and the cost of the package. However, I knew it would make itself well worth it in the deductions, and it already has.

Andi made the process easy, approachable, and clear and I loved having the worksheets to use later while setting things up.

Service: Consultation

Rebecca Goettsche

QuickBooks Online Training

Have you been using QuickBooks Online for a while and just need some basic questions answered? Or did something in your business change and you’re not sure how to reflect that in your bookkeeping?

Then get yourself some one on one training!

Sure, you could enlist the help of Professor Google, but investing in one on one training means that you’ll learn the correct process for YOUR business. You’ll have the chance to ask all your bookkeeping questions and get personalized advice and coaching.

HERE’S HOW THE PACKAGE WORKS:

Before we meet: You’ll fill out a brief questionnaire about what you want training on. After you book your appointment, you’ll add me as an accountant to your QuickBooks Online file (don’t worry, I’ll send you a video tutorial). 

 60 minute 1:1 session: We’ll meet via Zoom and I’ll screen share your file and walk you through all the processes you need help with. You’ll have the opportunity to ask questions throughout the training. 

This package also includes:

  • Recording our session, which will be uploaded to your Google Drive folder
  • 15-minutes of follow up email support (to be used within 3 months of our meeting)

Investment: $250

You in? Here’s what’s next:

Click the button to book your appointment. You’ll pay for the appointment at the time of booking and fill out a short questionnaire about what you’d like to learn. Your appointment confirmation includes instructions on how to add me as an accountant to your QuickBooks file.

Got questions? Send them to me using the Message Me box or send them to andi@andismiles.com.

Liz Flick

Before working with Andi I was feeling as though my business finances were a bit of a mess and I was uncertain about how to navigate deductions and taxes. Working with Andi I learned so much! And it actually made me excited and confident about my business finances. Now I’m using Quickbooks and on the road to learning!! Also, I changed the structure of my owner draws in a way that already makes way more sense.

Service: QuickBooks Online Setup and Training

Liz Flick, MFTA

QuickBooks Online File Review

I believe that everyone has the ability to do their own books. But, I also believe that sometimes you need an expert to make sure you’re on the right track. After all, you don’t know what you don’t know!

 This is your opportunity to get a second pair of eyes on your bookkeeping and ensure that your numbers are accurate. After more than 10 years in the bookkeeping industry, I know the most common mistakes small business owners make and how to identify them. 

 After the file review, you’ll know if you’re doing your bookkeeping correctly, what changes you need to make, and most importantly, you’ll be able to trust your numbers.

HERE’S HOW THE PACKAGE WORKS:

Before we meet: You’ll fill out a brief questionnaire about your business and the areas of your bookkeeping you feel unsure about or would like me to focus on. 

After you book your appointment, you’ll add me as an accountant to your QuickBooks Online file (don’t worry, I’ll send you a video tutorial).

The Review: I’ll spend 60 minutes reviewing your file and notating my findings and recommendations. Please give me one week to review your file. The week begins when you add me as an accountant to your QuickBooks file.

60 minute 1:1 session: We’ll meet via Zoom and I’ll screen share your file and walk you through any issues that I found. I’ll explain how and why an issue occurred and we’ll discuss how to fix it. Finally, I’ll show you how to prevent the same problems from happening in the future and give you other recommendations that I have for your bookkeeping. 

This package also includes:

  • Recording our session, which will be uploaded to your Google Drive folder
  • An audit report of issues and recommendations
  • 15-minutes of follow up email support (to be used within 3 months of our meeting)

Investment: $400

Ready to get started? Here’s what’s next:

Click the button to book your appointment. You’ll pay for the appointment at the time of booking and fill out a short questionnaire about what you’d like me to review. Your appointment confirmation includes instructions on how to add me as an accountant to your QuickBooks file. 

Got questions? Send them to me using the Message Me box or send them to andi@andismiles.com.

QuickBooks Online First Aid

Are your bank balances and QuickBooks balances not matching? When you run reports are your numbers TOTALLY off? Are transactions not syncing properly from your bank or a third-party integration? 

In short- is your bookkeeping a hot mess?

If so, it’s okay. Breath and relax. In most cases these issues are fixable. 

Just like you go to the doctor when you’re sick, you also need to take your bookkeeping to the doctor when it’s unwell. When problems escalate to this point, it’s best to let an expert take over. It’s akin to having surgery- you wouldn’t trust just anyone to perform an operation (or do it yourself!) because of the risks involved. 

After this package you’ll know exactly what went wrong in your bookkeeping, understand how to avoid the same problems in the future, and I’ll patch up your bookkeeping so you can move forward with ease.

HERE’S HOW THE PACKAGE WORKS:

Before we meet: You’ll fill out a brief questionnaire about what you think is wrong with your bookkeeping. It’s okay if you don’t know exactly what’s wrong. Even writing something like, “My numbers aren’t matching” or “I think I’m missing transactions” will help me find the issue. 

After you book your appointment, you’ll add me as an accountant to your QuickBooks Online file (don’t worry, I’ll send you a video tutorial).

The Review: I’ll review your file, identify the problem, and send you a quick video update via email.

First Aid: This package includes 60-minutes of “fix-it work”. Please note that if the issue is severe or there are multiple issues, I may not be able to fix the issue in 60-minutes. If this is the case I’ll let you know and we can discuss the next steps.

60 minute 1:1 session: We’ll meet via Zoom and I’ll screen share your file and explain how and why the issue occurred. I’ll also show you how to prevent the issue in the future and give you any other recommendations I have for your bookkeeping. 

This package also includes:

  • Recording our session, which will be uploaded to your Google Drive folder
  • 15-minutes of follow up email support (to be used within 3 months of our meeting)

Investment: $550

Ready to get started? Here’s what’s next:

Click the button to book your appointment. You’ll pay for the appointment at the time of booking and fill out a short questionnaire about the problem you’re experiencing. Your appointment confirmation includes instructions on how to add me as an accountant to your QuickBooks file. 

Got questions? Send them to me using the Message Me box or send them to andi@andismiles.com.

Mallory Hermann

If you don’t know what you’re doing in QuickBooks, if you want a second pair of eyes, if your numbers aren’t reconciling…Andi can help!

I decided to work with Andi because I was unsure what exactly I needed help with and I was struggling to know whether I was on the right track after setting up QuickBooks myself. Through Andi’s positive and constructive feedback and recommendations specific to my business and books, I’m finally categorizing my income as well as my expenses. 

Service: QuickBooks Online Consultation

Mallory Hermann
Sarah Micheals

Working with Andi makes life enjoyable again and that is not something one can put a price on!!!!

I decided to work with Andi because I didn’t have have a strong foundation and understanding of my finances and it was making me not want to make money. I was struggling with my QuickBooks automations and how to connect everything.

Now, I am actually starting to make money again because I know my finances are automated. I wish I would have done this earlier and not wasted time.

Service: QuickBooks Setup and Training

Sarah Micheals

ABOUT ANDI

Andi Smiles, small business financial consultant and coach, teaches rad business women to take control of their finances so they can step into their personal power.

She’s helped hundreds of self-employed women organize and understand their business finances, while also uncovering their emotional relationship with money. Using her signature income forecasting process, Andi helps her clients identify their big wild dreams and create a profit plan to get there.

Andi’s core belief is that when business owners are engaged with their finances, their personal awareness around money deepens, creating more sustainable and authentic businesses. She loves helping women connect with and feel good about their finances- no matter how many dollars are in their bank account.

When’s she not nerding out about numbers, Andi is walking her muppet rescue dog with her wife, devouring YA novels, volunteering for causes she believes in, and, most of all, living life with passion and purpose.

FAQ

Can I hire you to do my bookkeeping?

No, I no longer work with bookkeeping clients on an ongoing basis and only offer short-term consultation services.

Can you help me with QuickBooks Desktop, Xero, or Wave?

While I’m familiar with all of these systems, QuickBooks Online is definitely my area of expertise. If you need help with these platforms, I recommend you find the support of an expert so that you can get the most out of your time and money.

What if I need more help after the package?

All packages come with 15-30 minutes of follow up support via email. But, if you need even more help, you can book one-on-one sessions with me at a reduced rate of $200/hour.

Do I really have to give you access to my QuickBooks file?

Yes! Bookkeeping is complicated and it’s impossible for me to understand what’s going on without taking a look myself. Trust me, watching me review a file on Zoom is REALLY boring, and isn’t a good use of your time. Pre-reviewing the files means that our session is optimized for you to get the most out of it.

After our session you can easily remove my access to your file. If you’d like me to show you how, just ask and I’ll demonstrate during our time together.

What if I’m feeling really nervous about you seeing my financial information?

I totally get it! It’s scary to be financially naked with someone. I approach my client’s money from a non-judgmental, non-shaming point of view. I’m not here to make judgments about your finances or business. I’m here to help you get the most out of your bookkeeping, so you can feel financially empowered.

I’m a bookkeeper. Can you train me or help me with my client’s files?

Yes, absolutely! I recommend you book a QuickBooks Online Training Session. If we’ll be working in a client’s file, then you’ll need to receive written consent from your client and send me the consent prior to our appointment.

I need help with something not listed on this page.

Feel free to message me or email me at andi@andismiles.com and I’ll let you know if I can help. Please note that I don’t accept ongoing bookkeeping clients or file tax returns.