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Scheduling:
Coaching sessions are conducted over a zoom meeting. The session will be recorded and sent after to you as reference. I always like to speak with the real estate professional before we meet, so I can make sure I fully understand his or her needs and concerns while also making the most out of our QuickBooks session. Please note that sessions have a one hour minimum and a two hour maximum.
Book a Complimentary 15 minute Consultation to see if a Coaching Session is for you!
At Hudson Valley Bookkeeping, Inc. we understand every businesses needs are different. Before scheduling a coaching session book your complimentary 15 minute consultation to speak with a bookkeeping professional. No commitment, no payment, see how we can help you. Book Today.
Topics Covered But Not Limited To...
Guided Setup for your QuickBooks File:
- Chart of accounts specific to mental health.
- Learning the dos and don’ts of QuickBooks.
- Picking the correct version of QuickBooks for your needs.
Guided QuickBooks Clean Up:
- Fix the Balance sheet.
- Clean up duplicate accounts.
- Learn how to post in your own QuickBooks.
- Learn how to reconcile your bank accounts and credit cards.
Expense Tracking:
- Track income and expenses specific to your practice.
- Determine if you need to use class tracking.