Optimize your business profitability and see how this meets your personal financial situation.

We will help you get clarity around your finances and show you how to thrive in a profitable business.

** Assess the financial health of your business.

** Find the balance between your business and personal finances

** Identify your WHY

** Spotlight the solutions you need in your business

Our QBO Establishment and Training is a standalone service that focuses on setting businesses up for success. The purpose of the QBO Establishment and Training service is to act as a foundation for your small business, whereas outsourced accounting and CFO services are for those who aren't into DIY or want to outsource their financials.
QBO Hands On Training



Establish QBO account if not already established. A 50% discount off Intuit retail pricing for the first year will be available to clients who sign up through our firm.
Will support importing of all accounts from current year to current date into new QBO file through electronic files issued by client's bank.
Hands On QuickBooks Online Training - 4 (Four) hours to be divided as client sees fit into Four (4) - 1 hour appointments to be split between two months to include current reconciliation training and support.

Areas covered in training: Account connection, expense categorization, Chart of Accounts overview and management, vendor set up, reporting, month end reconciliation, invoicing, income management, transfers, deposits and any industry specific needs.

All hands on training will be recorded in the client file and client will retain rights to all video.

Each one hour session is unique and focused on the 3 issues you choose to discuss. You will leave focused, inspired and ready to take action!

Length of engagement: 1 months
Sample Objectives:
• To identify your Top Clients and clearly define your ideal client niche, in order to efficiently and cost effectively reach and fill your business with your best, most profitable clients.

• To identify and clearly articulate a Unique Offering that specifically appeals to your Top Clients, in order to attract more of them into your business.

• To create a strategy that enables your business to stand out, eliminating the competition and giving you the ability to charge a price commensurate with the value you deliver.

The Process:
We will work together as partners to analyze your business and develop a winning strategy that achieves your goals.
• We will meet twice per month via Zoom.
• We will check in at the beginning of each week via email

You will also have access to the online Pumpkin Plan Action Guide, with downloadable worksheets and tools that will help you gain clarity and result in an action plan. This site is available exclusively to Certified Pumpkin Plan Strategists and their clients. During our meetings, I will work with you to gain insight into your business challenges, find solutions and create a strategic plan for growth. We will agree on action steps that you will take, and I will support you in making forward movement towards your goals.