QuickBooks Training

QuickBooks Training for Small Businesses (Packages)

Receive training from a certified QuickBooks ProAdvisor and current QuickBooks VIP Member. These services are available to small businesses (Schedule C/ single-member LLC). All sessions are personalized *Price varies on the type of work and length of the session. For upcoming webinars click the Events page.

Bookkeeping Basics

$250

Two (2) 50 min Sessions

Learn Tips and Tricks

+ Two (2) Email Session Summaries

Are you a small business wanting to organize your finances?

Save time and money by learning how to track your income and expenses. And yes, learn how to prepare for the end of the year income taxes.

QB Set up

$375

Three (3) 50 min Sessions

Learn Tips and Tricks

+ Three (3) Email Session Summaries

Are you ready to set up your QuickBooks? Would you like guidance from a QuickBooks ProAdvisor?

Make an easy transition by choosing to work with Mary. Mary will make sure you understand everything important for you to get started with QuickBooks.

Learn to REconcile

$500

Four (4) 50 min Sessions
Learn Tips and Tricks

+Four (4) Email Session Summaries

Do you need help reconciling your bank accounts? When was the last time you reconciled?

Learn to reconcile your bank accounts to be able to better use the reports available to you in QuickBooks. Sleep better at night by knowing your actual numbers and what your business is working with.

*I'm available via Zoom | *Prices are subject to change | *See a lawyer for legal advice

QuickBooks Training for Small Businesses

QB Set-up

$100 hour*

QuickBooks Desktop/ QB Online

QuickBooks 101
QB Accounts Payable/ Banking
QuickBooks Accounts Receivable
QuickBooks Chart of Accounts
QuickBooks Payroll
QuickBooks Settings

QB One-on-One Training

$100 hour*

Basic Bookkeeping
QB Accounts Payable/ Banking
QuickBooks Accounts Receivable
QuickBooks Chart of Accounts
QuickBooks Payroll
QuickBooks Reconciling

Other Financial Software

$100 hour*

QB Self-Employed
Intuit Mint
MS Excel
PayPal
Square
and More...

QB Clean-up

$125 hour*

Chart of Accounts
Common Errors/Corrections
Fresh Start/ Yearly Adjustments
Profit and Loss Statement
Reconciling
Undeposited Funds

End of the Year/ Tax Preparation

$125 hour*

Profit and Loss Statement
Review Schedule C
IRS Form 940
IRS Form 1099 NEC
IRS Forms W2/W3

*I'm available via Zoom | *Prices are subject to change | *See a lawyer for legal advice

Frequently Asked Questions

Please reach us at marycastillocredit@gmail.com if you cannot find an answer to your question.

What is Bookkeeping?

Bookkeeping is the recording of financial transactions, and is part of the process of accounting in business and other organizations. It involves preparing source documents for all transactions, operations, and other events of a business. Wikipedia

What is QuickBooks?

QuickBooks is an accounting software package developed and marketed by Intuit. QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications as well as cloud-based versions that accept business payments, manage and pay bills, and payroll functions. Wikipedia

What is a Profit and Loss (P&L) Statement?

An income statement or profit and loss account is one of the financial statements of a company and shows the company's revenues and expenses during a particular period. It indicates how the revenues are transformed into the net income or net profit. Wikipedia

Testimonials

Mary to the rescue

"Our twenty year bookkeeper has been ill. We fell far behind on bookkeeping. We hired Mary Castillo to train us and get us caught up on very short notice on months worth of bookkeeping and tax prep. To make it more confusing, our very small financial institute we deal with is not so up to date on technology. We were having problems downloading our data. Mary worked with her contacts at QuickBooks to solve the technology issues then trained us how to do QuickBooks operations like categorization and creating rules super quickly. She also reorganized our chart of accounts the categories are more accurate and professional in reports and the balance sheet. Mary Castillo focused on the objective and we got caught up in no time at all. We actually got our info to our CPA early and are caught up on this years bookkeeping. We appreciate Mary's help and look forward to dealing with her in the future. For the next stage in our project Mary is training us to be more efficient in QuickBooks including A/P, A/R, invoices and reconciling."

~ Santa Cruz Client

USW Local 819

Mary to the rescue

My name is Armando Martinez,

I am the financial treasure for USW Local 819.

Mary has helped our Local put our QuickBooks back on track again.

It had been off since 2014. Helped us organize our monthly and quarterly taxes. Help me balance our registry. Just by saying it all she helped us keep our books more organized moving forward.

Thank you Mary Castillo on behalf of our Union.