Select Your Access
Comprehensive QuickBooks Sessions offers designed to equip you with the skills and practical steps needed to effectively set up your financial management systems using QuickBooks Online (QBO)
QBO
Portal Plus
Entrepreneurs who want structured guidance while setting up QuickBooks Online.
$157
Printed Setup Toolkit & Guide
3 Months access to our Portal
3 Months Personalized Q&A Access
QBO
Strategic Insight
Entrepreneurs who want tailored advice and a solid understanding of their financial landscape before diving into QuickBooks Online.
$277
Printed Setup Toolkit & Guide
6 Months access to our Portal
6 Months Personalized Q&A Access
1.5-hour Strategy Session
QBO
Team Proficiency
Entrepreneurs looking to train a team member on QBO and ensure a smooth, setup from the start.
$497
Printed Setup Toolkit & Guide
12 Months access to our Portal
12 Months Personalized Q&A Access
1.5-hour Strategy Session
3 hour Setup Training Session
What Start 2 Scale QuickBooks Sessions Offers
Save Thousands by Setting Up Your Own System
By learning how to set up your QuickBooks Online system yourself, you avoid costs of Setup fees from $1500 to $15,000! With our detailed guidance and hands-on approach, you’ll build the confidence and skills needed to set-up your financial system effectively.
Gain Valuable Financial Management Skills
We’re all about empowering you as an entrepreneur. You’ll acquire crucial financial management skills that extend beyond the set-up process. From understanding financial reports to managing cash flow, you’ll be equipped to make informed decisions that positively impact your business.
Tailor Your Learning to Fit Your Needs
Every business is unique, and so are its financial needs. That’s why we offer flexible learning options to suit your goals. Get personalized advice and tailor your financial system or participate in our hands-on workshops for a step-by-step walkthrough of the entire setup process.
QBO Essentials Resource Toolkit
Perfect for Entrepreneurs who prefer a DIY approach and want to take control of the QuickBooks Online setup process using our comprehensive guides.
With the QBO Essentials Package, you’ll receive access to downloadable resources, including the Setup Toolkit and Step-by-Step Setup Guide, giving you the essentials you need to set up your financial management system.
Frequently Asked Questions
How much money can I save by setting up QuickBooks Online myself?
By learning to set up QuickBooks Online on your own, you can save thousands of dollars compared to hiring a professional bookkeeper or consultant. Our sessions guide you through the process step-by-step, ensuring you get the financial management system you need at a fraction of the cost.
What’s included in each QuickBooks Sessions Offer?
Each package includes a variety of tools and resources tailored to your needs. Depending on the package, you can expect access to:
- Printed setup toolkits and guides
- Hands-on workshops or strategy sessions
- 3 to 12 months of access to the ScaleUp Portal with personalized Q&A support.
Check the specific package details to see what’s included at each level.
What happens if I need extra help after my session?
We offer ongoing support through our Q&A access in the ScaleUp Portal. Depending on your package, you can access personalized support for 3 to 12 months. If you still need more help after that, we offer additional support options to ensure your QuickBooks system runs smoothly.
Can I upgrade to a higher package later?
If you’re upgrading from the Essentials to the Portal Plus package, you will be charged the full price of the upgrade, as it includes additional printed documents and access to the portal. However, upgrades from Portal Plus to either the Strategic Insight or Team Mastery packages will be prorated based on the remaining access period. Please contact us for a custom invoice tailored to your needs.
What if I already have QuickBooks set up?
These sessions are designed for those starting a new QuickBooks Online account. If you’re looking to restart with a new subscription, this program is perfect for you. If not, and you need help cleaning up an existing QuickBooks account, we offer specialized QuickBooks Online cleanup services starting at $1,500, depending on the state of your books. Contact us to schedule a consultation and get a custom quote.
Membership has its Privileges
We know as a small business, you are always looking for extra help running your finances in an easy, efficient, and smart way.
Though our Business Affiliate membership with QuickBooks, we can offer you a discount for 6 MONTHS, instead of the widely offered 3 months! We hope you take advantage of this amazing offer and we can’t wait to help you get started with setting up your QuickBooks Online accounts!
Start 2 Scale Scaleup Sessions
Mission: To empower first-time and overwhelmed business owners by establishing essential systems and fostering effective teams, enabling organizations to execute successfully, and scale operations.