How Can We Help?

Bookkeepers: Boost Your Bookkeeping Skills with Mentorship, Support, and/or Training


Step 1: Complete the Bookkeeping Support / Training / Mentorship INTAKE FORM

Step 2: Sign and Submit 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):

Click this link to get started with --> STEPS 1-2-3 

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.

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).

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:

>>> 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?

>>> 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)

>>> 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?