QUICKBOOKS ONLINE TRAINING & BOOKKEEPING
Your financial goals are in sight!
TESTIMONIALS
"Kayla is a GODSEND. She’s been handling my books for my professional voice studio for the last year and a half and I couldn’t be more impressed with her work. She is timely, professional, responsive, and her attention to detail is top notch. She works well with my accountant’s needs as well as the needs of the business. Sincerely can’t recommend her more!"
~ M. in Virginia, Coaching and Social Media Influencer
"Knowledgeable, kind and patient.
Kayla is awesome! Her knowledge of QB online is fantastic. Our books are a mess due to mismanagement, mostly on our part, but I don’t feel so overwhelmed thanks to Kayla. I’m actually excited to learn this software with her better once we get all straightened out. I’m really grateful I found her:)"
~ C. in California, Technology
"Kayla helped me figure out how QuickBooks could be used as a tool for my business’s financial health and project management. She was knowledgeable and came prepared. Great to work with."
~ B. in California, Architecture
"Thank you so much for this video! It really helped me as a staff accountant at a bigger firm. I couldn't get a straight answer from a partner or manager on how to record the split entry and this was a life saver!"
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~ YouTube comment
"As a small business owner, I place Kayla as an expert amongst experts when it comes to QuickBooks Online! Kayla has been extremely helpful and instrumental in setting up my business on QuickBooks Online and teaching me how to properly reconcile items for bookkeeping!
She is very knowledgeable with QB and even more patient with me during our sessions. I literally could not have done this without her!"
~ S. in California,
Physical Therapy Practice
"Amazing!! She is wonderful and super knowledgeable. I highly recommend her to anyone needing help with quickbooks. She took a deep dive into software and helped me with things I didn't even know I needed."
~ N. in Arizona, Photography
"Kayla is awesome! She was able to answer all my questions and made it so easy to understand everything. Very knowledgeable, patient and great at explaining everything I needed to know. Highly recommend!!!"
~ L. in Arizona, Construction
"In a short time, I was able to learn many things about QuickBooks.
It wasn't as stressful as I thought it would be, but actually very uplifting
to gain more and more knowledge about the software."
~ K. in California, Security
"I have been working with Kayla once a week for a while now and I can’t stress enough how wonderful it has been. She has helped me tremendously! I was going from a QuickBooks desktop version to QuickBooks online version and she has always explained in detail all the steps I’ve had to take to get things setup exactly the way I want for my business. She is extremely knowledgeable and always has the answer to every question I’ve had. I honestly don’t think I could’ve gotten things up and running so efficiently if it wasn’t for Kayla.
~ T. in California, Home Services
"Kayla has been an absolutely outstanding bookkeeper and QuickBooks teacher! Her kindness and patient teaching style made navigating the world of finances so much easier. Thanks to her detail-oriented approach and expert guidance with QuickBooks, my first year of business was a tremendous success. Every lesson with Kayla helped me keep my finances impeccably organized, making tax preparation an absolute breeze. I couldn’t be more grateful for her support, and I highly recommend Kayla to anyone seeking a knowledgeable, caring, and reliable bookkeeper."
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~ J. in Connecticut, Coaching
"Kayla's tutoring of Quick Books On-Line for our staff has been extremely effective as many of the difficult subjects were addressed flawlessly. Her deep knowledge of QB combined with her teaching style has already increased our staff's efficiency. The weekly one hour classes have been very productive, and after every lesson Kayla distributes to us her thoughtful and detailed coverage of the subjects covered. The staff appreciates her hard work and effort and look forward to continued lessons. We highly recommend Kayla as a skilled and educated teacher. Thank you Kayla !"
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~ B. in Connecticut, A/V Installation
"I can't say enough about Kayla. I had no virtually no experience with Quick Books Online (QBO) and a limited background in bookkeeping in general when I started my job handling the books for my current company. It was the beginning of a second career for me, and it was very challenging. In large part due to Kayla, two years later, I feel very confident in my position. It feels so good to have a meeting with my company's accounting group and have them say: "The books look great. Nice job, Colin." I can't imagine this being the case without Kayla's training. I should say too that when I first started my position, the books themselves were a mess. Indeed, she has done more did than just train me but helped solve innumerable problems for the company. Problems, I should say, either AI could not address or had itself contributed to. Beyond her help with QBO and other third-party software, Kayla is really offering an invaluable service of bookkeeping education for adults. In addition, Kayla is delight to work with. She is extremely organized and meticulous. She is always on time and unwavering in her patience. Her rates are a bargain and she always seems to have time for a meeting even when I don't give much notice. This was so crucial during last year's tax season when there were some hard deadlines at play. In short, I highly recommend Kayla Lucas."
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~ C. in Denmark, Bookkeeper
TRAINING
$100/hour
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SERVICES BASED ON YOUR NEEDS
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How to use QuickBooks Online specifically for your business
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How to use features (record transactions, invoices, bills, project-based or billable transactions, reconcile)
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Setup your books including a customized Chart of Accounts (list of accounts & categories)
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Adapt to updates
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Resolve issues from glitches
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Create workarounds for specific needs not available by default
How to use reports
How to track the financial performance of your business
DELUXE
BOOKKEEPING
Starting at $350/month
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SERVICES BASED ON YOUR NEEDS
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Record financial transactions
Reconcile balances (1-8 accounts)
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Track sales tax collected and remitted (and split from income if included in payout deposits)
Track assets, loans, & payroll liabilities
Update payroll amounts
to show gross wages on P&L
Update merchant payouts
to show gross sales on P&L
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Prepare and send Profit & Loss report
Year End checklist and review
Prepare 1099 report and optional filing
PREMIUM
BOOKKEEPING
Starting at $450/month
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SERVICES BASED ON YOUR NEEDS
Record financial transactions
Reconcile balances (9-15 accounts)
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Same as Deluxe plus...
Accounts Receivable (invoices)
Accounts Payable (bills)
Resolve or adapt to software issues
Job or project tracking
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Prepare and send applicable reports
Analyze financial performance, KPIs
Set financial goals
Monitor budget
Monitor cash flow performance
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