Business Coaching Program
We train you to do your own books – from Bookkeeper to Controller!
All program levels include:
- Full access to the online training platform, with videos, worksheets, and discussions
- Full access to the support forms and community circle of other participants
- Full access to the QuickBooks Online Training Platform
- Monthly “Office Hours,” where we go over questions submitted by program participants
- Hour-long “Special Topics” training, held once per month.
- Recordings are available on the online training platform within a few days
- Additional one-on-one sessions are available at a discounted rate
- Accounting/Bookkeeping augmentation & clean-up support available at a discounted rate
Bronze Package
- $2,997 one-time setup fee
- $197/month
- One 30-minute onboarding session
- Support through training platform only
Silver Package
- $3,997 one-time setup fee
- $397/month
- One 2-hour onboarding session
- Quarterly 30-min one-on-one consulting sessions
- Unlimited support through the training platform & email
Gold Package
- $4,997 one-time setup fee
- $597/month
- One 4-hour onboarding session
- Monthly 30-minute one-on-one consulting sessions
- Unlimited support through the training platform, email & phone
During the On-Boarding & Consultation Sessions:
- We’ll take an in-depth snapshot of your taxes, financial picture, and accounting system.
- We’ll help you create a comprehensive tax plan focusing on both the current year’s taxes and the subsequent years.
- We’ll go over your monthly or quarterly reports with honest feedback and coaching.
- We’ll help provide wealth-building strategies for the business and business owner(s).
- Any other items within the firm’s area of expertise and reason.
- Since Diehl CPA is an Alliance member of BDO, you will have access to the resources of the 5th largest CPA firm in the world!