Training, Clean Up or Monthly Support with QuickBooks Expert & Financial Strategist Penny Lane

Imagine having all the QuickBooks info you need right at your fingertips — while a QuickBooks pro walks you through how to best use it to fit your needs...

You could be a conversation away from learning everything you need to know — to set up accurate job-costing reports, master the best bookkeeping practices for your business, and so much more.

If think your whole system needs to be reviewed by an expert, I also offer one-on-one Customized QuickBooks Assessments and clean ups.

Or maybe you just have specific questions about how you can best use QuickBooks.

Hourly One-on-One Training

Are you wasting time
being confused?  

Do you want to use reports
but don’t know how? 

Everyday I hop online to help frustrated QuickBooks users all over the world via remote screen sharing. 

  • They finally stop going around in circles with their books.
  • They unlock powerful insights from the reports they need.
  • They learn to provide the reports and numbers their boss or client’s need, with just a few clicks.
  • And they uplevel their bookkeeping skills 

Your time and expertise are too valuable to waste another day noodling around QuickBooks.

Let’s conquer your QuickBooks confusion once and for all, shall we? We’ll figure it all out together. I’ll lead the way!

Purchase one hour of training for $250.00 or get a discount when you invest in the package that works best for you — see details (and discounts!) below.

Purchase One-on-One Training and Save with packages

*Step 1 – Purchase your package.  Step 2 – Schedule your appointment with Penny after purchase.

Monthly Fixed Fee Support

This is an affordable way to have me on your team! Never waste time trying to figure something out.  Ask me questions anytime and also get detailed quarterly and year end financial reports.  

  • Unlimited support via Slack, Email and Loom video*
  • Detailed quarterly and year end books review and financial report preparation**
  • 1 hour of one-on-one time with Penny Lane per quarter***
  • VIP scheduling Calendar with more availability
  • Access to my QuickBooks for Contractors video training courses for QBO and QuickBooks Desktop
  • Additional one on one time and project work at 20% discount!
*Support is provided preferably via private Slack channel or email. I will also answer any question that I can with a quick video and all questions will be answered within 48 business hours outside of 4 weeks per year for vacation not to exceed 2 week continuous period. You will be notified of vacations in advance.
**Subscription must be active for quarterly and year end review and reporting for any period. Corrections and questions may need to be addressed by staff.
*** One on one time can be used for financials review meeting, training or accounting work. Banked hours not to exceed 3 hours, and subscription must be active.
Please note that it is your responsibility to provide all software as well as access to your QuickBooks file, login credentials and any other documentation needed. You are also responsible for the timeliness of your reports and review 

Starting at $500/month

Clean Up & Set Up Services

Do you need to clean up your accounting but don’t know where to start? 

Together we can take a scary and burdensome task and turn it into a powerful and satisfying accomplishment!

Setting up, switching up or cleaning up your accounting system can feel like a daunting task. Sure, you probably CAN do it yourself, but how to find the time while getting your work done and where to even start? 

Your overwhelm is totally warranted

There usually IS a lot involved, things that you may not even recognize or be aware of and if it’s not done right, you could end up in a real mess. 

Get it done as efficiently as possible

Stop spinning your wheels and let my decades of experience help you get it done as efficiently as possible. We can work hand in hand while I walk you through it or I can just get it done for you or a combo of both. 

Either way, together we can take a scary and burdensome task and turn it into a powerful and satisfying accomplishment!

I’m happy to have a no obligation chat about your situation and how might be able to help, just set up a free consultation with me and let’s talk! 

Not sure which package fits you best? Let’s chat!

Already purchased time with Penny? Schedule your appointment now!