How Can We Help?
Bookkeepers: Boost Your Bookkeeping Skills with Mentorship, Support, and/or Training
HOW IT WORKS!
Step 1: Complete the Bookkeeping Support / Training / Mentorship INTAKE FORM
Step 2: Complete and sign the Bookkeeping Support / Training / Mentorship AGREEMENT
Step 3: Bookkeeping Helpline will review and return the document via email (from Adobe Sign) with one of the following results (opening the returned document will be necessary to view Step 3):
Completed fields with scheduling link + countersignature
Or a notice of declined services
Click this link to get started with --> STEPS 1-2-3
Hola! My name is Joana.
Hola! My name is Joana.
I created Bookkeeping Helpline for fellow bookkeepers seeking 1-on-1 guidance and support (paid mentorship) beyond the type of Q&A often found in popular social media platforms.
I created Bookkeeping Helpline for fellow bookkeepers seeking 1-on-1 guidance and support (paid mentorship) beyond the type of Q&A often found in popular social media platforms.
All sessions are available in 60-minutes increments in an effort to minimize overwhelm and offer an affordable option.
All sessions are available in 60-minutes increments in an effort to minimize overwhelm and offer an affordable option.
My specialty is working with service-based businesses and technical knowledge of QuickBooks Online (QBO).
My specialty is working with service-based businesses and technical knowledge of QuickBooks Online (QBO).
You can find additional information about my credentials in my LinkedIn profile.
You can find additional information about my credentials in my LinkedIn profile.
Here are just a few (of many) scenarios fellow bookkeepers seek help with:
Here are just a few (of many) scenarios fellow bookkeepers seek help with:
>>> Do you prefer a personalized and visual (screen-sharing) step-by-step workflow?
>>> Do you prefer a personalized and visual (screen-sharing) step-by-step workflow?
>>> Would you like to verbally discuss, troubleshoot and explore solutions to your bookkeeping tasks?
>>> Would you like to verbally discuss, troubleshoot and explore solutions to your bookkeeping tasks?
>>> Did you finish a bookkeeping course and would like guidance or virtual-hand-holding with how to prepare for that first prospect or client?
>>> Did you finish a bookkeeping course and would like guidance or virtual-hand-holding with how to prepare for that first prospect or client?
>>> Do you already have bookkeeping and accounting experience but would like to speak with someone about how to get started with offering bookkeeping services independently? (I do not sell any courses)
>>> Do you already have bookkeeping and accounting experience but would like to speak with someone about how to get started with offering bookkeeping services independently? (I do not sell any courses)
>>> Did you acquire your first client and you do not know where or how to get started?
>>> Did you acquire your first client and you do not know where or how to get started?
>>> Do you have a client who uses a Point of Sale (POS) platform and you need assistance with recording daily/monthly sales in the client's books?
>>> Do you have a client who uses a Point of Sale (POS) platform and you need assistance with recording daily/monthly sales in the client's books?