Fluency Session

Build skill and confidence in QuickBooks Online

Need help fixing issues in QuickBooks Online? The Fluency Session gives you simple, guided support.

Some owners need help cleaning or setting up their QuickBooks Online file. New users with few categorized transactions often need support to start right. Owners who completed a Focus Review may need help fixing key errors.

The Fluency Session helps you take clear action. It is a guided meeting that shows you how to manage your bookkeeping with skill. You bring your questions. I guide the steps. You learn how to fix issues and understand your numbers. Each session builds your trust in your QuickBooks data.

Each Fluency Session includes:

• One 60-minute guided screen-share session to set up QuickBooks Online, or

• One 60-minute guided screen-share session to fix items from your Focus Review

• A Fluency Session Summary with the issues we covered and the steps to take next

You need more than a QuickBooks file. You need skill. The Fluency Session helps you take action to trust your numbers and move forward. You build confidence in your numbers and your decisions.

Great for new users or owners ready to strengthen their bookkeeping skills.

Understand your QuickBooks file. Build skill. Take action with a Fluency Session.

Tailored options available for new and returning QuickBooks clients.