Are You Worried About Your Business Books?
As a new therapist or small business owner, you’re focused on building your practice and serving clients. The thought of bookkeeping, taxes, and financial reports can be overwhelming, especially when hiring a dedicated bookkeeper feels out of reach. You want to ensure your finances are in order, but where do you start?
Your Affordable Path to Financial Clarity
Our QuickBooks Online training is designed specifically for you. We break down complex bookkeeping tasks into simple, actionable steps, empowering you to manage your own finances with confidence. Learn to use QuickBooks Online effectively, saving you money and giving you the peace of mind that your business is on solid financial ground.

Flexible Training, Realistic Outcomes
On-Demand & Hourly: Our training is designed to fit your busy schedule. You can self-schedule your sessions directly, and payment is made at the time of booking to secure your spot.
Building Skills Takes Time: Mastering bookkeeping is a journey. You’ll learn essential skills quickly, but consistent practice is key. Clients typically find that multiple training sessions, combined with about a year of dedicated bookkeeping practice, are needed to feel fully confident and proficient in managing their own business finances. We’re here to guide you every step of the way.
Benefits of Training
- Save Money
- Understand your income, expenses, and profitability at a glance.
- Eliminate the stress of messy books and tax season surprises.
- Use financial data to guide your business growth.
- Build Confidence: Master a crucial business skill that lasts.
What you will learn
- Setting up your QuickBooks Online account for therapists/service businesses.
- Recording income and client payments.
- Tracking and categorizing expenses.
- Understanding bank feeds and reconciliation.
- Creating essential reports (Profit & Loss, Balance Sheet, Statement of Cashflow).
Who is this training for?
- New Therapists (Psychologists, Counsellors, Social Workers, etc.)
- Freelancers and Solopreneurs
- Small Business Owners just starting out
- Businesses making less than $100,000 Gross Revenue per year
- Anyone who wants to learn how to manage their own books affordably

At CV Bookkeeping, we understand the unique challenges faced by small businesses and independent professionals. We’re dedicated to providing practical, accessible financial solutions.
Gain confidence and control over your business finances without the high cost of a bookkeeper. Learn bookkeeping in QuickBooks Online the right way, designed for busy professionals like you.
Ready to Simplify Your Business Finances?
Book a consultation and experience stress-free bookkeeping today.