Frequently Asked Questions
Quick answers to questions you may have.
- 01
1. Monthly Accounting We handle your day-to-day accounting so you can focus on running your business. - Monthly bookkeeping & reconciliations - Categorization of income & expenses - Financial reports to track growth - Support for better financial decision-making Perfect for: Small business owners who want stress-free accounting without hiring an in-house team. Book a FREE 15 minute Strategy Call 2. QuickBooks Online Consultation Get expert guidance on how to best use QuickBooks Online for your needs. - Account setup & cleanup - Custom workflows for efficiency - Troubleshooting & expert advice - One-on-one training sessions Perfect for: Business owners who need help optimizing QuickBooks Online. Schedule a 60 minute QBO Consultation 3. QuickBooks Online Course A step-by-step course to help you confidently manage QuickBooks Online. - 40+ videos & 3.5 hours of content - Learn accounts receivable, payable, automation & more - Learn how to navigate tough situations with real life scenarios - Take control of your business finances Perfect for: DIY business owners who want to master QBO without hiring an accountant. Get Instant Access
- 02
During a 60 minute Quickbooks Online Consultation, you can ask questions regarding your account and any issues you may be having. We will be on a Zoom call which is recorded so that you can go back and review it at any time.
Some common things people ask for help with in a QBO Consultation are:
Setting up QBO Account
Help with bank reconciliations
Currency Conversion Setup
Invoicing and marking invoices as paid
Tips and Tricks for automating QBO
After the call, we send you an email with a Dropbox folder containing the Zoom recording and any helpful resources that we think would benefit you from the issues we reviewed on the call. Our customers enjoy consultations because it is a one-on-one call that allows you to ask any questions you have and we tackle them together. Ready to schedule your call?
- 03
Our Money Made Simple With Quickbooks Online Course is ideal for those who want to manage their finances in house. The course includes:
40+ Video Lessons
● Over 3.5 hours of step-by-step videos that walk you through how to understand Quickbooks Online from start to finish.
● Each section is split into bite sized videos, making it easy to follow and watch at your own pace.
● We also include coaching session videos to help you stay on track and motivated.
FREE Resources
● Templates: You have access to FREE downloadable templates that you can use to structure your books properly. We did all the hard work. All you have to do is upload it into QBO and enjoy!
● Resources: We also include cool resources like checklists so you don’t miss a thing when setting up your accounts or closing your books.
Perks
● Lifetime Access - You have lifetime access to your course. That means, if we upgrade videos, launch new sections or add more resources, you get it at no additional cost.
● Discounts - Any other courses that we launch are offered to our students at a 10% discount.
● Consultation - Students get a 20% discount on their 1st consultation with Liz Becerra.
- 04
Over the years, we have worked with a variety of industries. We are specific about those we work with and those we recommend someone else to handle. **We Work With:** - Professional Service Businesses - Mailbox Stores - Law Firms - Salons & Spas - Social Media Influencers **Some Industries We Do Not Work With Include:** - Nonprofit Organizations - Healthcare Providers - Restaurants & Bars - Construction Companies - Warehouses If your industry is NOT on this list, please reach out to us to see if we could service you. Book a FREE 15 minute Strategy Call
- 05
No. We only use QuickBooks Online, especially since the desktop version is being slowly phased out. We have helped clients migrate from QuickBooks Desktop to QuickBooks Online. If you are interested in switching to QBO, we can assist you with that to ensure a smooth and successful transition. Book a FREE 15 minute Strategy Call
- 06
If you have not had your taxes done and need prior years cleaned up, we can do that. We can go back as far as 5 years. We have assisted clients with getting their books in order for tax filings. If you are interested in having your books reconciled for a prior period, reach out to us and we would be happy to help. Book a FREE 15 minute Strategy Call
- 07
Outsourcing your accounting can be a great way to bring in experienced leadership and financial expertise to help grow your business. Some of the benefits include: 1. Lower Overhead Costs: No need to hire a full-time employee, pay salaries, benefits, or provide office space. You only pay for the services you need. 2. Reduced Errors & Penalties: Our team of professional accountants ensure accuracy, helping you avoid costly mistakes, missed deductions, and IRS penalties.
3. Increased Efficiency & Profitability: With financials handled properly, you can focus on growing your business instead of spending time on bookkeeping. By outsourcing an Accountant, you can free up your own time to focus on other aspects of running and growing your business. Outsourced Operations can provide you with a Financial Team who is experienced in your industry and can help guide you to success. Book a FREE 15 minute Strategy Call






