training and hosting


Start the process by selecting "customize my plan" below for the plan you think is the best fit. Questions or stuck?

Don't worry, we have no long term contracts. You can leave anytime with a 30-day notice.
Training & Oversight Platform Plus
Per Month / Billed Quarterly
Per Month
You Do the Bookkeeping
We Do the Training
Hosting Only
Access to Experts
Plan Details
Training Topics
Plan Details
Tools / Services
No Initial Setup $500 Initial Setup
Educate and Prepare Your Staff Quick and Easy Financial Hosting

Can I roll-over unused training hours?
Training hours are not subject to rollover. Be sure to reach out to us to make your training appointments as soon as the homework from your previous appointment is completed.
Will you do the bookkeeping?
Not for customers on Training or Hosting plans. If you are interested in our bookkeeping service plans, click the button above and take a look.
What if I just have a quick question?
We will be in touch with you via email. Training & Oversight customers enjoy quick access to a Controller three to five times a month in addition to their trainings. Hosting customers can get expert training and accounting support by appointment in 15 minutes increments.