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Accounting System Training

Get Confident. Get Control. Get Trained.


Whether you’re brand new to bookkeeping or looking to level up your skills, our Accounting Systems Training gives you the confidence to manage your books like a pro. We work with QuickBooks Online and other leading platforms to tailor training to your exact business needs.

 

You’ll learn how to:

  • Set up or optimize your accounting system

  • Categorize and reconcile transactions

  • Generate and interpret meaningful reports

  • Automate workflows to save time

  • Avoid costly errors that impact taxes and compliance

 

No fluff, no overwhelm—just clear, actionable steps that turn your accounting software into a powerful business tool.

Starter 

Perfect if you want to get familiar with your accounting platform and start using it right away.

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  • 2-hour live training session (Zoom or in-person)

  • Basic setup review and navigation overview

  • Transaction entry and categorization basics

  • Intro to standard reports (P&L, Balance Sheet)

  • 7 days of post-training email support

 

Ideal for: New users or those switching platforms.
 

Investment: $249

Standard $600+

For business owners who want deeper customization and confidence in monthly processes.

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  • Everything in Starter, plus:

  • Chart of accounts customization

  • Bank feed connections and reconciliations

  • Report customization and tips for tax readiness

  • Hands-on exercises during training

  • 14 days of post-training email support

  • 30-minute follow-up call for Q&A

 

Ideal for: Business owners wanting control over their monthly bookkeeping.
 

Investment: $499

Advanced 

Comprehensive training for those ready to fully leverage their system for strategy and efficiency.

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  • Everything in Standard, plus:

  • Advanced reporting & KPI dashboard setup

  • Integration setup (Stripe, PayPal, eCommerce platforms, etc.)

  • Automated workflows and recurring transactions

  • Troubleshooting common errors

  • 30 days of priority post-training email & phone support

  • Two 30-minute follow-up coaching calls within 60 days

 

Ideal for: Business owners or managers who want complete mastery of their accounting system.
 

Investment: $899+

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© 2025 Skopeo Finance · All Rights Reserved  

Skopeo Finance provides bookkeeping, software training, and financial consulting services for small businesses. We are not a public accounting firm and do not perform services that require a CPA license, including tax preparation, audit, or financial statement attestation. Our year-end reviews are advisory in nature and do not replace the role of a certified tax professional.

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