Implementation Workshop

Guided QuickBooks Online Setup or Fix Working Session

Need help fixing an issue or setting something up?

Implementation Workshop is a hands-on working session inside your QuickBooks file.

You bring the questions. I guide step-by-step so you build skills, confidence, and control.

What You Receive

• One 60-minute guided screen-share session
• Support inside your QuickBooks Online account
• Written recap and next-step checklist

Scope

Guidance only — no transaction entry, cleanup, or ongoing bookkeeping service.

Best Fit

• New QuickBooks Online users who want a clean start
• Owners correcting a specific issue
• Clients implementing Diagnostic recommendations

Turn insight into action.

Many clients continue with Monthly Oversight to keep their QuickBooks file accurate month after month.

Tailored options available for new and returning QuickBooks clients.