*Pricing varies based on your Bookkeeping Health Check Assessment results. Currently working exclusively within QuickBooks Online.*
A Customized Setup and Bookkeeping Process —> Built With You
Sharp Books Foundation is a virtual done-with-you training experience for private practitioners who want to meet 1:1 with a bookkeeper to gain clarity, consistency, and confidence without outsourcing everything or guessing their way through QuickBooks Online.
If you want a simple bookkeeping setup and process you can maintain or outsource later then this is for you.
The A.B.C. approach (Assess.Build.Carry Out)
We assess what’s happening, build a system that fits your practice, and then carry it out together for a full month of transactions so you know what to do or how to hand it off.
Step 1: Assess
Design Your System
Are you avoiding your books because you don’t know what you’re looking at?
The Bookkeeping Health Check gives you a clear, honest assessment of what needs attention and the best processes for your practice.
Step 2: Build
Implement Inside Your QuickBooks
We set up your custom processes directly in your QuickBooks file together via screen share.
You’ll learn how to categorize your most common transactions correctly and more.
No more guessing or Googling.
Step 3: Carry Out
Guided Hands-On Execution
We walk through one month of your complete bookkeeping process together. Transactions, month-end close, and even running financial reports.
You’ll gain the confidence to maintain your books independently or hand them off with a solid system in place.
Next step:
Apply for a clarity call to see if this is right for you. Apply HERE.
WHO THIS IS FOR
This is for you if:
- You want to understand your numbers, not just receive reports
- You’re tired of inconsistent categorization and year-end panic
- You want a bookkeeping process you can maintain or confidently delegate later
This is not for you if:
- You want someone to quietly “just handle it” long-term
- You’re looking for tax prep or financial advising
- You’re not ready to engage with your bookkeeping at all
Ready to build a bookkeeping system that finally makes sense?
Next step:
Apply for a clarity call to see if this is right for you. Apply HERE.