Whoo hoo! Based on your answers, The Sketch Pad is a great fit for your next financial move.
In this hands-on service, we start by identifying how your books need to function for your unique business—then we build (or rebuild) your QuickBooks system to match. You’ll walk away with clean books, smart workflows, and the confidence to manage your money without the mess.
The Sketch Pad
QBO training and support tailored to your workflow
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hands-on owners who want to organize their books, understand QuickBooks, and build smart financial habits—with guidance, not guesswork.
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Our signature service for those that have outgrown their DIY systems but aren’t ready to hand everything off. You’ll work side-by-side with a CPA who gets your creative brain, simplifies the technical stuff, and teaches you what you actually need to know.
You’ll walk away with:
A cleaned-up QuickBooks file you can trust
Clear, repeatable systems for managing your books
A solid understanding of your finances—even if you’ve “never been a numbers person”
Peace of mind that your business is finally on solid financial footing
Smart automations, strong core habits and “what not to touch” tips
Let’s sketch your next move.
Contact Us
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