MENTORSHIP
MENTORSHIP
$400/Month
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Are you a bookkeeper looking for expert guidance to strengthen your workflows, solve complex issues, and gain confidence in your craft? Are you a financial professional struggling to fully master QuickBooks Online?
You don’t have to figure it all out alone.
This monthly mentorship program gives you direct access to a CPA and advanced QuickBooks Online user with years of experience supporting small business owners, bookkeepers, and other financial professionals. Whether you're a new bookkeeper, a veteran wanting to refine your expertise, or a professional migrating to QuickBooks Online, this program is built for you.
This mentorship is designed for guidance and support. It is not intended to provide access to bookkeeping, cleanup, or accounting services.
What You Receive for Your Monthly Investment in Professional Development:
Access to 10 private 30-minute sessions via phone or video conferencing per month.
Real-time support from a CPA while tackling client work—so you're never stuck figuring it out alone.
Timely guidance while navigating QuickBooks Online workflows and features.
Tips, tools, and tactics to help you thrive.
Additional 30-minute sessions beyond your monthly allotment are just $50 each.
Space is limited to ensure personalized, high-quality support.
Minimum Qualifications
Minimum Qualifications
To get the most value from this mentorship, it’s important that participants come in with a basic understanding of accounting principles and bookkeeping practices, as well as some familiarity with QuickBooks—especially QuickBooks Online (QBO). This ensures we can spend our time focused on solving real-world challenges, optimizing workflows, and expanding your skill set—instead of starting from square one with foundational concepts.
To participate in this mentoring service, you must have:
Practical Experience
At least 6 months of hands-on bookkeeping experience or equivalent practical application using accounting software (such as QuickBooks Online).
Education or Credential Pathway (at least one required)
Associate degree in accounting (or business administration)
Accounting certificate from school or college
Bookkeeping certificate from school or college
Intuit Academy Bookkeeping Professional Certificate (Coursera)
QuickBooks Online Certification (required)
If you're new to bookkeeping/accounting or QBO, this service may not be the best fit just yet. But don’t worry because we are happy to point you to beginner-friendly resources to help you get ready.
🗓️ Schedule a 30-minute consultation to discuss a mutual fit for this mentorship opportunity.
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