Bookkeeping Training & Support

For Small Businesses in Aledo, TX

meet your bookkeeping partner

Hi! I'm Melissa.

I’m a bookkeeping professional with over 14 years of experience supporting business owners with their financial management needs.

You’re in the right place if you…

You have a small business in or near Aledo, TX
You use or want to use QuickBooks Online for your business
You want to learn the most efficient way to complete your bookkeeping
You want to optimize your accounting software to get the most out of it

One-Time Services

One-Hour Strategy Call

Open and honest feedback about how your business is doing so you can make informed decisions about your future.

A one-on-one session to address your questions or troubleshoot issues in your QuickBooks Online account.

Examples of questions past clients have used strategy sessions to answer:

Why isn’t my QuickBooks balance correct?
Should I be set up on payroll?
How do I categorize my transactions?

Investment: $297

Diagnostic Review

Open and honest feedback about how your business is doing so you can make informed decisions about your future.

I’ll dive in and review the data and document my findings. You’ll get a clear picture of how your books.

Once the review is complete, you’ll receive the report with all of my findings and recommendations.

Investment: $597

Upgrade options: Video overview of findings and recommendations, one-on-one consulting/training session focused on resolving findings

Your business deserves current and accurate books that finally make sense!

Training and Support

Bookkeeping Training

This service level is best for the DIYer that wants on-going support for questions and periodic reviews of their books to make sure they’re well maintained.

Customization of your chart of accounts so it’s more intuitive and works for your business
Fine-tuning your advanced settings to optimize the functionality
2 hours of one-on-one remote training (via Zoom)
Focused training on the functions you actually use/need so you learn more in less time
Follow up sessions included so you don’t have to stress if you need a little extra help (2- 15 minute sessions to be booked within 1 year)

Optional upgrades: recordings of sessions and bookkeeping cheat sheets

Bookkeeping Support

This service level is best for the DIYer that wants on-going support for questions and periodic reviews of their books to make sure they’re well maintained.

Unlimited support so you can ask questions and get support whenever you need it
Quarterly review of books for assurance that everything is neat and tidy

Investment starts at $350 per month

emerge with calm clarity

Let's build the business and future of your dreams

The name Turquant (turquoise elephant) combines the calming strength of turquoise with the tenacity and determination of the elephant.

My goal is to help my clients face the challenges of their businesses and emerge with calm clarity.

Schedule a Discovery Call

Testimonials

Trusted by business owners like you

“She is SO knowledgeable, and knows how to simplify just about anything in QuickBooks. We HIGHLY, HIGHLY recommend Melissa for any of your bookkeeping needs!"

Cameron

"Working with Melissa has allowed me to focus on production and revenue in my business. She truly has our best interest and success in mind. The personal attention she shows us sets her apart from others in her industry."

Kevin B.

"I feel like a huge burden was lifted off of me allowing me to dramatically increase the sales (and revenue) of my business!! ... If there's ever anything I have a question about she's always available and provides an answer within a day."

Todd P.

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