QuickBooks Training and Consulting

Expert help from QuickBooks Online ProAdvisors

Whether you're starting fresh or cleaning up a tangled mess, we'll help you make QuickBooks Online work for you, not the other way around.

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QuickBooks can do a lot, but figuring it out shouldn’t feel like a second job.

We train teams, set up streamlined systems, and help you integrate the tools you already use. Our goal? To make your accounting life easier, faster, and way less confusing.

Whether you need a full setup, a tune-up, or just someone to answer your “am I doing this right?” questions, we’ve got you.

What We Can Help With:

✔ In-Person Quickbooks Training

Trying to figure out Quickbooks can be a job in itself. Let us train you in-person so you’ll have the confidence and tools that you need to manage your organization’s accounting and bookkeeping.

✔ QuickBooks Setup & Integration

We can help you integrate Quickbooks Online with other apps, such as payment and e-commerce apps, creating an efficient, paperless bookkeeping system that’s tailored to your organization.

Work With Us To:

✔ Better understand basic accounting and bookkeeping.

✔ Use Quickbooks Online and integrate it with other services for a streamlined workflow.

✔ Create advanced reports that let you see what’s vital to your business.

✔ Organize your income and expenses for profit and loss tracking.

✔ Record and organize receipts, donations, and disbursements.

✔ Keep track of accounts receivable and accounts payable, petty cash, and more.

How It Works

We’re San Francisco locals and meet our clients where it’s convenient. Let us come to your office and train you, or schedule an online meeting with us.

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Reach out and tell us what you need help with.

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We’ll meet in your office or remotely.

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Get peace of mind & a handle on your finances

Get Started

What Our Clients Say

  • Excellent CPA for non-profits

    Our non-profit theater and school has worked with Friedland Associates since December 2021. Rachel and her team are excellent to work with. She has helped us to overhaul and simplify reporting and budgeting systems and to implement enhanced monthly reporting as well as doing our day to day bookkeeping. She is very efficient, reliable and a pleasure to work with.

    — executive director, theater company

  • An outstanding non-profit accounting firm!

    Our experience working with Rachel and Adam has been excellent! They have dramatically improved our accounting process …. They are easy to work with, knowledgeable and very responsive to our needs.

    — church

  • Highly Recommend

    If you're a small business, or a single-person business like me, Rachel is a great choice. I'm a designer and Quickbooks often baffles me. Rachel helps me to better understand Quickbooks Online, which is no small feat for me, and she does it pleasantly and with candor … I highly recommend her!

    — owner, design firm

  • When we first began working with Rachel, our company was a mess!

    We had been doing our bookkeeping ourselves and were in desperate need of an individual like Rachel to help us set everything straight. With Rachel's help, we are much more organized and can generate reports as necessary, rather than retroactively create them, as we had been doing prior.

    — Zack, technology start-up

  • Super responsive, understands our "business"

    So great to have Rachel in our corner! Really helped our small(ish) nonprofit - in fact, we hired her at my new organization too! Very helpful - really understands how small nonprofits operate. She helped us tidy up our processes and move us to online services such as Quickbooks. Total confidence in her work!

    — Teresa, accounting and bookkeeping client

  • Two hours of help beats months of stress

    In two hours, Rachel answered my QBO and bookkeeping questions. She's non-judgmental and has a good sense of humor …. It's hard to believe how much I got from just two hours of training. My only regret... I wish I'd hired her months ago. I'd have a lot more hair on my head. :)

    — QBO newbie

  • Amazing Experience

    Got more accomplished in a two-hour in-person meeting with Rachel than months with [our] old accountant. She is a great teacher for the QBO layman. Explained things in simple terms. Solutions-oriented. And a very nice person. One of the best finds for professional services for my small business so far." 

    — Dave, travel agency owner

FAQs

  • Quickbooks Online is designed to make your bookkeeping simple but there are certain key concepts that may not be intuitive. We have found that understanding the basics of accounting and what is going on behind the scenes in QuickBooks really helps our clients understand the software.

  • Quickbooks encourages bookkeepers and accountants to become experts on their software. To become an Advanced Certified ProAdvisor, we pass a certification exam and get re-certified each year to keep up on the latest advances in Quickbooks Online.

  • We are certified in Quickbooks Online.

Let’s Simplify Your Accounting

Whether you need one-time training or a full-service accounting partner, we’re here to help.

Get in Touch