We work with clients that are new to using Quickbooks Online by providing them with custom tailored training. The training is built to walk you through setting up your Quickbooks Online file, customizing it and going through the daily and monthly bookkeeping procedures you will need to perform.

Step 1: We will review the Quickbooks Online file. During this process we will take detailed notes of any errors and/or issues we come across and will send the notes to you. This will familiarize us with the clients file and provide us with a starting point for the training.

Step 2: We will schedule a call to discuss our findings from the review. While on the call we will ask questions to gain more insight answer any questions that you might have and discuss the next steps in the training process. We will also schedule the first training session.

Step 3: Our trainings last 1 hour each and typically 2 – 3 sessions. This is to ensure you don’t loose focus and so we don’t overwhelm you with information. During the training we have the client sit in the driver seat while we direct clicks on the screen and explain the process to you. After our session, we will provide you with homework, whether it be data entry, reconciling accounts, etc. This way you can work on what we trained, make mistakes, take notes and we will discuss during our next session.

Step 4: We will follow up with you to see how the homework is going and to schedule the next session. During the next session we will review your work, answer any questions you had during the process and then build onto the training with the next steps in bookkeeping procedures.

Step 5: Training is complete and CHW Bookkeeping is available for future training, questions or even take on your books as an outsourced bookkeeper.

The business as grown and the bookkeeping has taken a backseat and need help getting back on track.

You had someone doing your books, they are a complete mess and need to be fixed.

Whatever the reason, CHW Bookkeeping can help get your accounting records back up to date, clean and accurate. Depending on the situation at hand there are various steps that have to be taken. In general:

- We will do a complete and thorough review of your Quickbooks Online file. Making notes of any and all areas we need to work on.
- We will schedule a call with you to go over the notes and explain the steps we need to do to get your file up to date and accurate.
- We will send a list of all documents that we need to get the job done.
- We will send you any questions we have to answer.

Once the job is complete, we will schedule a final review via zoom to go over the all of the reports and data to clear up any of your remaining questions or concerns.

Some business owners want to save money or have the time to do their own bookkeeping. While that is fantastic there are always issues and errors that arise during the process.

At CHW Bookkeeping we want our clients to rely on their financial statements to make educated business decisions.

We will review your entire Quickbooks Online file on a monthly or quarterly basis, fix any mistakes and/or request back up for any changes. Once we are done with the review, you can feel confident that your financial statements are correct.