Windsor Accounting & Tax Wendy Fleener, CPA · Windsor, CO
970.829.8291 Book a Consultation
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QuickBooks Help & Coaching

QuickBooks help in Windsor, CO.

Setup, cleanup, and coaching so QuickBooks finally works for you. Keep your own books with confidence, or hand them off entirely - I'll set you up either way.

Call 970.829.8291 Send me a message
Wendy Fleener shaking hands with a client at her Windsor, CO office

QuickBooks, set up to actually help you.

Whether you're starting fresh or untangling a mess, here's how I get QuickBooks working for your business.

Setup done right

A chart of accounts and settings built around your business, so the reports make sense from day one.

Cleanup & fixes

Miscategorized transactions, unreconciled accounts, and duplicate entries sorted out and back on track.

One-on-one coaching

I teach you the parts you actually use - invoicing, expenses, reconciling - at your pace, in plain English.

Reports you understand

We set up the handful of reports that tell you what you need to know, and I show you how to read them.

Online or desktop

Help with QuickBooks Online or Desktop, whichever you're on - including a smooth move between them if needed.

Ongoing backup

Keep your own books day to day and lean on me when something comes up. You're never stuck.

Who it's for

For owners who want to be in control.

QuickBooks coaching is a good fit if you are:

  • Setting up QuickBooks for a new or growing business
  • Self-taught and never sure you're doing it right
  • Staring at a file that's become a tangle
  • Wanting to keep your own books but with a CPA in your corner
  • Switching from spreadsheets or another system
Wendy Fleener meeting with a client during a tax consultation
The process

How working together works.

Reach out

Call or send a note and tell me where you are with QuickBooks today.

Review your file

I take a look at your setup and current books to see what's working and what needs attention.

Fix & coach

We clean up what needs cleaning, set things up right, and I coach you on the parts you'll use.

You're in control

You leave able to run QuickBooks with confidence - and you know who to call when you need a hand.

QuickBooks questions people ask.

Do you work in QuickBooks Online or Desktop? +
Both. I'll meet you wherever you are and can help you move between them if that's the right call for your business.
Can you just do it for me instead? +
Yes. If you'd rather hand the books off entirely, I can keep them for you. Coaching is for owners who want to stay hands-on.
My file is a mess - is that normal? +
Completely normal, and fixable. Cleanup is some of the most common work I do. We'll get it sorted.
Do we have to meet in person? +
No. Plenty of coaching happens by screen-share and phone. You're always welcome at the office, but you don't have to come in.

Get QuickBooks working for you.

Tell me where things stand and I'll show you exactly how I can help. No pressure, no obligation.

Call 970.829.8291 Send me a message