Set Up QuickBooks the Right Way With Expert Guidance in Real Time

Join our live QuickBooks Work Session where you’ll follow step-by-step instructions to choose your subscription, set up your account, and unlock exclusive partner pricing.

Paint the Dream

What if setting up your books didn’t feel confusing or overwhelming?

Imagine logging into QuickBooks, knowing exactly what to click, how to organize your accounts, and how to confidently send an invoice or pull a report—without second-guessing yourself.

This isn’t another webinar. This is a live, interactive working session where we set up your account together, in real time.

You’ll walk away with your QuickBooks Online account fully customized, configured, and ready to support your business growth.

✅ Pick the QuickBooks plan that’s right for your business

✅ Access discounted pricing through our ProAdvisor account

✅ Set up your company profile, chart of accounts, and preferences

✅ Connect your business bank account

✅ Customize your invoices and tax settings

✅ Learn what to track each month to stay ready for tax time

What's Inside the Session

During this 75-minute hands-on session, you’ll:

Bonus - Save Before
You Subscribe

Don’t pay full price for QuickBooks.

Through our exclusive partner account, you’ll get access to discounted subscription pricing—before you sign up on your own.

Fill out the quick form to
unlock your QBO discount

Who It's For

This session is perfect for:

  • New business owners ready to start clean
  • Solopreneurs and freelancers setting up bookkeeping for the first time
  • Entrepreneurs tired of fumbling through YouTube tutorials
  • Anyone who wants a financial foundation done right

Choose Your Experience

Tier

Price

Includes

Basic

$47

Live Session + Replay Access

Premium

$97

Session + Replay + Setup Toolkit

VIP

$197

Everything above + 1:1 Setup Review (Google)

Cortney came into our lives in response to an ad I placed for QuickBooks bookkeeping services. Her professionalism, accuracy, timeliness, knowledge (and the list goes on) rate an “A++” on all counts, and she has become so much more – my right-hand and go to person for an array of business services. I only refer people to my colleagues that I feel are the best in their industry.

I do not hesitate to refer people to Cortney. She is “the best!”

Rev Trish Hall

Center for Spiritual Living

FAQ

What if I already have QuickBooks?

Great! We'll show you how to switch to our discounted billing if you're eligible.

Will this be recorded?

Yes! You'll receive the full repay-even if you can't attend live.

Is this for beginners?

Absolutely. This session is designed to support entrepreneurs at every elevel

You don’t have to do this alone.

Join the QuickBooks Work Session and finally
get your books working for your business.