ClientBooksACADEMY
1:1 QuickBooks Online coaching

QuickBooks finally makes sense.

One-on-one coaching for small business owners who are tired of guessing, avoiding their books, or hoping their accountant can “just fix it later.”

  • Live, one-on-one training in your QuickBooks Online file
  • Customized to your business
  • A simple weekly routine you can stick to
Book a free 15-minute consultSee the packages

Are you an accounting or tax firm? See white-label training for your clients →

A coach and a business owner reviewing QuickBooks together
1 : 1Your file, your questions, your pace
Sound familiar?

If this sounds like you, you're in the right place.

“I'm in QuickBooks, but I have no idea if I'm doing it right.”
“My invoices, expenses, or bank feed are a mess.”
“I'm scared to touch things because I don't want to break the file.”
“I just want someone to walk me through it in plain English.”
How coaching works

Coaching that fits your business

Live 1:1

We work directly in your QuickBooks Online file, with your real data.

Customized

We focus on what you do day to day: invoices, expenses, your bank connection, or reports.

Weekly routine

You leave with a realistic checklist and a written recap you can follow every week.

Packages

Two ways to get started

The bars show how long each session takes. Not sure which one you need? We'll help you pick on the free call.

Package 1

QuickBooks Setup & Confidence

Best for: People new to QuickBooks · About 2 hours in total

We set up your QuickBooks the right way, then show you, one-on-one, how to do the tasks you use most.

90 min Setup and training session30 min Check-in, 2–4 weeks later

This is for you if

  • You're new to QuickBooks Online, or just switched
  • You want it set up right from the start
  • You want to learn invoicing, expenses, payroll or reports (you choose)

Session 1 · 90 minutes · Setup and training

  • Set up your QuickBooks and the categories you'll use
  • Connect your bank and learn how to handle what comes in
  • Learn the 1–2 things you need most: sending invoices and getting paid, tracking expenses and bills, payroll, sales tax, or reading your reports

Session 2 · 30 minutes · Check-in 2–4 weeks later

  • We look at what you've done since
  • We fix anything that went wrong
  • You leave with a simple weekly checklist
Live, one-on-one, in your own QuickBooks.Book a free consult
Package 2

Deep Dive & Cleanup Coaching

Best for: Messy or stressful files · About 3 hours in total

For books that have gotten messy. We look at your file first, then fix it together with you, so you understand every change and it doesn't happen again.

30 min File review before we meet (we do this on our own)120 min Live cleanup session30 min Check-in

This is for you if

  • Your bank feed, invoices or expenses are a mess
  • You keep making the same mistakes and don't know why
  • You want to fix it together, step by step, so you understand it

Before we meet · 30 minutes · We review your file

  • We look through your recent months on our own, so we come ready with a plan

Session 1 · 2 hours · We clean it up together

  • We show you what's going wrong and why
  • We fix a recent stretch (for example, the last 3–6 months) together, live
  • We sort out common problem areas: credit card payments, personal spending mixed in, and transactions with no category
  • You get a simple weekly or monthly routine

Session 2 · 30 minutes · Check-in

  • We check how the new routine is going
  • We look over your recent entries
  • We fix anything that slipped
Live, one-on-one, in your own QuickBooks.Book a free consult
A small business owner reviewing a receipt at her laptop
About ClientBooks Academy

QuickBooks doesn't have to feel overwhelming

We've spent over 30 years in accounting, bookkeeping, and accounting software training across the US and Canada. Over and over, we saw the same thing: smart, capable business owners who were great at what they do, but stressed, embarrassed, or stuck when it came to their books.

ClientBooks Academy was created to fix that, one owner at a time.

What we do

  • Work directly in your QuickBooks file
  • Focus on what you use: invoices, expenses, your bank connection, reports, sales tax
  • Explain everything in plain language, not accounting jargon
  • Leave you with a simple weekly routine and a written recap

Who we serve

  • Small business owners who want to understand their numbers and feel in control
  • Owners in the US and Canada who use QuickBooks Online, or are switching to it
  • Service and product businesses: consultants, trades, clinics, shops, freelancers and more

How we're different

  • Truly one-on-one. Not a face in a group or a username in a course.
  • Customized. Built around how you actually run your business.
  • Practical. Real transactions, real issues, real reports. No sample data.
  • Supportive. Our goal isn't to judge your books. It's to help you feel in control of them.

Our promise

  • A calm, patient environment where questions are encouraged
  • Clear explanations in everyday language
  • Honest feedback about what's working and what needs to change
  • Practical next steps you can follow

We can't make your books perfect overnight, but we can make them clearer, cleaner, and much less stressful.

From the blog

Is your QuickBooks a mess?

A realistic, step-by-step look at what a DIY cleanup takes, and when it makes sense to get help.

Read the rescue plan →

Looking for apps that make QuickBooks easier? See the tools we recommend →

Ready to feel confident in QuickBooks?

Book a free 15-minute consult. Tell us what's going on in your file and we'll recommend the right starting point.

Book a free consult