Confident Bookkeeping = Strong Business

You deserve to understand your own business, no finance degree required. Get the answers you need right now and make better business decisions with information at your fingertips.

The problem usually isn't
QuickBooks Online.
It's the setup.

It all starts with my training and
QuickBooks® Online.

Training for QuickBooks®

QuickBooks Certified ProAdvisor badge featuring the green QuickBooks logo and the text 'Advanced Online'.

Rescue and Reset

Fast help for QuickBooks® Online and Bookkeeping
1 session

  • Rescue and Reset (1 session x 90 minutes each) $275

    Once QuickBooks is set up correctly, it is easy to use!

    •     We work directly in YOUR QuickBooks Online file — your real data, your real questions

    •     Targeted troubleshooting: reconciliation issues, bank feed problems, miscategorized transactions

    •     Chart of accounts review and setup recommendations

    •     Review payroll, sales tax, and/or Financial Statement questions

    •     Clear next steps so you know exactly what to do after we meet

    •     Full recording so you can replay the session as many times as you need

    •     Personalized 1:1 meeting with LuAnn Roberts, CPA


    Most clients find that one session scratches the surface and leaves them wanting more. If that sounds like you, the 4-session Customized Training package is probably the better starting point.

    Not sure which is right for you? Book a free 15-minute call and we'll figure it out together.

  • There are many, many YouTube videos to learn your way around QuickBooks. Here is a link to the QuickBooks website.

    If you are glazing over in a few hours and still don’t have an answer to your questions, give me a call and I’ll teach you to do it right. QuickBooks is easy, IF it is set up correctly!

Schedule Now
QuickBooks Certified ProAdvisor badge featuring the green QuickBooks logo and the text 'Advanced Online'.

Customized Training

QuickBooks® Online and Business Advisory
4 Sessions

  • Customized (4 sessions x 90 minutes each) $1295

    Once QuickBooks is set up correctly, it is easy to use!

    Whether you're just getting started, cleaning up a mess, or ready to go deeper, we start where you are.

    •     Full QuickBooks Online setup or cleanup, built around your specific business type

    •     Bank connections, chart of accounts, and transaction categorization

    •     Reconciliation: how to do it, what it means, and why it matters

    •     Profit & Loss and financial reports: how to read them and what they tell you

    •     Payroll setup, sales tax basics, or year-end prep (based on your needs)

    •     A step-by-step process built for your business that you can follow on your own

    •     Gain confidence to take control of your business and take the stress out of your business.

    •     All training is recorded so you can replay the session as often as you like.

    Most of the frustration small business owners feel with QuickBooks Online comes from a setup that wasn’t built for their specific business. That’s where we start.

    All training is done live on Zoom, working directly in your QuickBooks Online file. No generic demos. No pretend businesses. Just your numbers, your questions, and your process.

    Not sure if you are ready? Book a free 15-minute call and we'll figure it out together.

  • There are many, many YouTube videos to learn your way around QuickBooks. Here is a link to the QuickBooks website.

    If you are glazing over in a few hours and still don’t have an answer to your questions, give me a call and I’ll teach you to do it right. QuickBooks is easy, IF it is set up correctly!

Schedule Now
QuickBooks Online logo with green and blue colors and a curved arrow.

Desktop Conversion

QuickBooks® Desktop to Online
5 Sessions

  • (5 sessions x 60 - 90 minutes) $1395

    Intuit has ended sales of QuickBooks Desktop. If you’re still running your business on QuickBooks Desktop, now is the time to make the move.

    •     Conversion planning: what to move, what to leave behind, and what to expect

    •     Migration of your QuickBooks Desktop file to QuickBooks Online. Help choosing which Online product is right for you.

    •     Side-by-side orientation: how what you knew in QuickBooks Desktop maps to QuickBooks Online

    •     Full training on the QuickBooks Online features that make your old workflows even better

    •     Reconciliation, reports, and your month-end process rebuilt for the new platform

    •     Full recordings of every session to review anytime.

    I know it is hard to give up your old desktop file. However, I’ve never had anyone say they wish they could go back.

    QuickBooks Online works from any device, connects directly to your bank, and gives you access to your books without being tied to one computer. With the right support, the transition is smoother than you think.

  • There are many YouTube and guides to help you. Here are the steps from QuickBooks how to migrate your Desktop file to Online.

    If you’d like more personalized help and training how to use Online, I’d be glad to help.

Schedule Now

What you can expect from training with me:

What to Expect

" LuAnn is a great asset to my business. Her professional candor and straight forward, can do, attitude is vital to me. I honestly don't know where my business would be without her sound advice and excellent communications. Thank you LuAnn, You’re the best!" 

Paul Ingram, Owner - Arizona Power and Lawn

" A YouTube video can only guess at what you haven't done. LuAnn starts from exactly where you are." 

Sabrina Carlson, Owner - Carson Wealth Solutions

Hi, I’m LuAnn Roberts.