QuickBooks Bookkeeping Coaching for Actor

I’m a self-employed actor who wants to stay on top of my finances instead of scrambling at tax time. My goal is to walk away with a clear, repeatable workflow inside QuickBooks: I need to set up the account from scratch, create and send professional invoices, and make sure incoming payments are logged correctly so my reports stay accurate.

Here’s how I picture our collaboration:

• Live, screen-share sessions on Google Meet (my preferred platform).
• Step-by-step guidance while I open the QuickBooks account, choose the right settings, and connect my business bank/credit card.
• A practical demo on building invoice templates, issuing the first few invoices, and automating reminders.
• Instruction on recording payments and reconciling them so I can immediately see who has paid and what is outstanding.
• Quick checkpoints or homework between calls so I can practise on my own and arrive with questions.

I’m sticking with QuickBooks, though a brief note on how the same workflow would differ in FreshBooks could be useful for context. All training should finish with me confidently repeating the process solo and having a tidy set of books for the current tax year. If this sounds straightforward for you, let’s set up our first session.