Is DIY Worth It?

Your most important resource is your time as an entrepreneur. Time wasted is money not earned.  After speaking to several business owners who are diligent about reviewing their banking data feeds, they were spending more time researching aka googling how to enter a transaction into their books.  

The most common QuickBooks online questions/issues, I hear are the following:

  • I did a transfer, and it didn’t record correctly.

  • Can I add my credit card account(s)?

  • I had to create a new bank account. Can I delete an old bank account?

  • I paid my taxes outside of QuickBooks and now they don’t match up.


If you have an ongoing list of concerns you would like to discuss with an Accounting Professional, schedule a Strategy Session with me. It reserves 1.5 hours on my calendar to go over your specific needs. I will send you the recording of our Zoom call for you to review later if needed. It is one of my greatest joys to see the lightbulb and AHA moments during these calls with business owners.  I have weekend hours for side-hustlers. 


Schedule a free Discover Call to see how I can help your organization.

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