QuickBooks Financial Coaching Program
Are you ready to make quantum leaps in your financial understanding and become more financially confident as a business owner?
Do you want to know how to use QuickBooks more effectively for your business?
Do you want to know the best financial reports to use to manage your business and improve your decision-making?
If you answered yes to any of these questions, WEV’s QuickBooks Coaching program may be right for you. This program is specifically designed to strengthen your financial confidence and financial literacy through intensive one-on-one work with a QuickBooks expert for a period of several months.
How It Works
The program will pair you with a coach to focus on the following key areas:
- setup or cleanup of QuickBooks accounting records
- hands-on training and financial coaching to truly get to grips with using QuickBooks
- increasing your financial confidence and business decision-making through understanding your numbers
You will have access to your coach for up to 40 hours total, over a six-month period. Expect the first three months to be the most time-intensive, as clients typically need 8 to 10 hours per month during this period. Initial meetings will take place in person at your place of work and will last one to two hours (for Ventura & Santa Barbara County based businesses*). Subsequent meetings may occur in-person or remotely, via Zoom or Skype. You will also have access to the coach via phone and email between meetings.
The six-month program costs $595, payable in six monthly installments.
To be eligible for the program, you must:
- Be in business
- Utilize or be willing to utilize QuickBooks for your business accounting
- Be able and willing to commit the time to making this coaching intensive a success!
Enrollment in the program is open on a rolling basis; however, start dates are available quarterly and based on coaches’ capacity. More detail will be sent to you during the application and enrollment process.