Feel confident in your numbers—without needing an accounting degree.

QuickBooks Online Training & Support

If you’ve been doing your own bookkeeping but feel unsure about how things are set up, or if you’re second-guessing whether you’re doing it right, you’re not alone. You don’t need to figure it out on your own—and you shouldn’t have to.
At Excel With Me, we offer calm, hands-on QuickBooks Online support for small business owners who want to learn, organize, and move forward with clarity and confidence.

Accuracy

Balance

Integrity

Growth

What We Cover

We tailor your training to what you need. Here are just a few areas we can walk through together:

Service Features:

  • Setting up (or cleaning up) your Chart of Accounts

  • Linking and managing your bank feeds

  • Categorizing income and expenses correctly

  • Reconciling your accounts (and why it matters!)

  • Creating invoices and managing customer payments

  • Tracking contractor or vendor payments

  • Understanding basic reports: Profit & Loss, Balance Sheet, and more

How We Work Together

Option 1: One-Time Training Session

A 60–90-minute 1:1 Zoom session tailored to your specific QBO challenges or questions.

Option 2: Ongoing Accountability & Support

Regular monthly or quarterly sessions to keep you on track with reconciling, categorizing, and making sure nothing slips through the cracks.

Option 3: Full QBO Setup or Clean-Up

New to QuickBooks Online or need a fresh start? We’ll get your accounts set up right or help clean up a messy file—so you can move forward with a solid system.

Why This Works


You're not just learning software—you’re learning how to understand your business money. This training is done in plain language, with practical, step-by-step help, so you’re not overwhelmed or confused. We don’t just show you what to do—we explain why it matters.

Who This Is For

New business owners setting up QBO for the first time

DIYers who want support understanding how to use QBO effectively

Growing businesses wanting monthly accountability & support

Anyone feeling lost or frustrated with their QuickBooks file

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