ClientBooksACADEMY
For accounting & tax firms · USA & Canada

QuickBooks training for your clients, delivered under your brand.

We teach your clients QuickBooks Online one-on-one, using your firm's name. Your clients get the help they need, you get cleaner books back, and you earn extra income without hiring anyone.

  • One-on-one training, built around each client
  • Your firm's name on it, not ours
  • 30+ years of accounting & training experience
  • A new source of income for your firm
Book a discovery callSee the packages

Running your own business? Get 1:1 QuickBooks coaching →

An accountant and a business owner shaking hands across a desk
30+ yrsof accounting, bookkeeping & software training
A business owner overwhelmed by paperwork at her desk
The cleanup trap

Stop fixing the same client mistakes every quarter.

A client sends you their QuickBooks file. You expect a quick review. Instead you find wrong categories, duplicate entries, accounts that don't match the bank, and personal spending mixed in. Your team spends hours fixing it, it's hard to charge full price for, and six months later it happens again.

Most clients aren't careless. Nobody ever showed them how to use QuickBooks properly. Training fixes that.

  • Free up your team for advisory and tax work
  • Get files back that you can actually work with
  • Stop having the “we need to talk about your books” conversation

Read: 7 mistakes your clients are making in QuickBooks Online →

How white-label works

Your name, your client, your price. We do the training.

“White-label” means your clients see your firm's name, not ours. To them, we're part of your team.

  1. Offer it to your clients

    Add QuickBooks training to your services, for new clients or clients with messy books.

  2. Your client pays you

    You set the price. The client stays yours.

  3. We do the training

    We meet with your client one-on-one, as part of your team, and follow your firm's standards.

  4. You keep the difference

    You pay us a lower wholesale rate and keep the rest. After each session you get a short summary.

Earn more without hiring

Your team never has to do the training. You don't hire, build lessons or book sessions. You can start this week, and every client you send us adds income without adding work.

Read the firm's guide to adding revenue without adding staff →

What you earn per clientExample only
Your client pays your firm$500.00
You pay ClientBooks (wholesale)−$300.00
Your firm keeps$200.00
× 10 clients / month$2,000.00

Example numbers only. You set your own price. Ask us for our current wholesale rates.

Packages

Two training packages, under your firm's name

We adjust both to fit each client. The bars show how long each session takes.

Package 1

QuickBooks Setup & Confidence

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

We set up (or check) your client's QuickBooks file to match your firm's standards, then train them one-on-one on the tasks they do most.

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

Who it's for

  • New QuickBooks Online clients
  • Clients with a basic or messy file that needs structure
  • DIY clients you want to help without using staff time

Session 1 · 90 minutes · Setup and training

  • Review the file settings and chart of accounts
  • Show how bank feeds work and how to handle transactions
  • Go deep on 1–2 areas the client needs most: invoicing, expenses and bills, payroll basics, reports (P&L, Balance Sheet) or sales tax

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

  • Review the work they've done
  • Fix any repeat mistakes
  • Set a simple weekly or monthly routine
Delivered under your firm's name.Ask about this package
Package 2

Deep Dive & Cleanup Coaching

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

For files that have gone off track. We review the file first, clean up a recent period live with your client, and give them a new routine so the same problems stop coming back.

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

Who it's for

  • Clients with messy or inconsistent books
  • DIY clients who keep making the same mistakes
  • Clients who need a reset, but not a full multi-year cleanup

Before we meet · 30 minutes · File review (no client time)

  • We look at recent months, bank and credit card feeds, and the chart of accounts to find the problem areas

Session 1 · 2 hours · Live cleanup

  • Walk the client through what's going wrong
  • Clean up a recent period (for example, the last 3–6 months) together
  • Fix the usual problems: credit card payments, personal vs. business spending, Uncategorized transactions
  • Build a weekly or monthly routine the client can keep up

Session 2 · 30 minutes · Check-in

  • See how the new routine is working
  • Spot-check recent entries
  • Fix any repeat mistakes and finalize the routine
Delivered under your firm's name.Ask about this package

These packages aren't for files that need years of cleanup or forensic accounting. They're for clients who keep making the same everyday mistakes. Training stops those mistakes at the source.

About ClientBooks Academy

A quiet partner behind your firm

ClientBooks Academy is built on more than 30 years of hands-on experience in accounting and accounting software training, working directly with small businesses and the professionals who support them.

We work behind the scenes for accounting and tax firms. We train your clients one-on-one under your name, and you stay their trusted advisor. Every session fits the client: what they need, how comfortable they are with QuickBooks, and how they run their business.

Our goal is simple. Your clients feel supported and confident. You get cleaner books, fewer headaches, and more time for the work that matters most.

A trainer walking a client through QuickBooks on a laptop
From partner firms

What accounting firms say

“Our team loves having ClientBooks Academy as an extension of our firm. The trainers are experienced, patient, and practical, and the session recaps make it easy for us to see what was done and what still needs attention. Clients feel supported, we spend less time fixing avoidable mistakes, and the whole process fits seamlessly into our workflow.”
— Glen L.
“ClientBooks Academy has filled a huge gap in our service offerings. We always knew our clients needed more QuickBooks handholding, but we didn't have the capacity to do it well. Now they get one-on-one, tailored support, and we get files that are actually usable. Reselling the training as our own service has created a nice additional stream of income for the firm. We look better, our workload is lighter, and revenue is up.”
— Carl D.

Ready to offer QuickBooks training to your clients?

Book a discovery call. We'll talk about your clients, the packages, and our wholesale rates.

Book a discovery call