DIY Bookkeeping Training
for Small Business Owners
Learn to do your bookkeeping the right way.
Not ready to hand off your bookkeeping? We will set up your accounting software, build a system that fits your business, and train you one-on-one so you can manage your own finances with confidence.
Who this is for
For business owners who want to
do their own books correctly.
- →You are a growing business owner who wants to manage your own bookkeeping for now or long-term
- →You are unsure if your financial numbers are actually accurate
- →Your bookkeeping software feels overwhelming or only half set up
- →You are tired of Googling how to do things in QuickBooks
- →Your business has outgrown the way you currently track finances
- →You are invoicing and collecting money but not confidently tracking it
- →You want a bookkeeping system that makes tax time easy — not stressful
- →You value learning things the right way instead of patching problems later
Bookkeeping Training,
Built Around Your Business.
You don't need an accounting degree to manage your own bookkeeping—you need a system that makes sense for your business. Aurrera Bookkeeping provides personalized DIY bookkeeping training for small business owners, entrepreneurs, freelancers, contractors, and real estate investors who want to manage their own bookkeeping with confidence.
We'll help you set up your bookkeeping software, organize your chart of accounts, create a workflow for tracking income and expenses, reconcile your accounts, and understand the reports you need to review each month. Training is completed using your actual business, transactions, and accounting software, so you're learning a system you can continue using after the training is complete.
Whether you're starting from scratch or need to improve an existing bookkeeping system, we'll show you how to do your bookkeeping correctly—not just how to click through the software.
Not just QuickBooks.
We train on multiple platforms.
QuickBooks Online is our primary platform and the one we recommend for most small businesses. But if you are already using something different — or want help choosing — we support setup and training across the most widely used accounting tools. We will help you find the right fit for your business size, budget, and workflow.
Setup & Training
Starting at — contact for quote
We build out your QuickBooks Online account from scratch so your foundation is correct before you start entering a single transaction.
- QBO account configuration
- Chart of accounts for your industry
- Bank and card connections
- Opening balances entered
- Basic settings and preferences configured
- Reference guide for your business
Setup, Catch-up & Training
Starting at — contact for quote
Full QuickBooks setup plus personalized one-on-one training sessions so you know exactly how to use your system going forward.
- Everything in Setup Only
- Two one-on-one training sessions
- Customized monthly workflow walkthrough
- How to categorize your specific expenses
- Reconciliation training
- Written reference guide for your business
Setup, Catch-up, Training & Support
Starting at — contact for quote
Everything in Setup and Training plus a defined period of ongoing Q&A support so you have a bookkeeper to ask as you get comfortable on your own.
- Everything in Setup & Training
- 30 or 60 days of Q&A email support
- One follow-up review session
- Monthly checklist to keep you on track
- Priority upgrade path to full-service bookkeeping
Your complete bookkeeping system,
built from the ground up.
Bookkeeping System Evaluation
We start by reviewing your current setup — or the absence of one. You get a clear picture of what is working, what is not, and exactly what needs to change before we build anything new on top of it.
Software Setup and Integration
If you do not have software yet, we help you choose the right platform for your needs and budget. Then we set up your account properly and build a clean, easy-to-understand chart of accounts tailored specifically to your business — not a generic template.
Custom Workflow Creation
We map your end-to-end bookkeeping process — from invoicing to reconciling. You receive a written bookkeeping playbook for your business that you can follow to complete your routine tasks with confidence, every month.
Personalized Training Sessions
You get a video walkthrough of how to complete each task from your bookkeeping playbook inside your actual software — not a demo account, not made-up numbers. Your real accounts, your real transactions, your real workflow.
Best Practices Guide
A written reference guide covering your internal controls, review process, and key dates to keep you compliant and tax-ready throughout the year — so you are never scrambling when deadlines hit.
Enhance your training
Prior-Year Bookkeeping Clean-Up
So you are not building a new system on top of messy, inaccurate historical records.
Tax-Ready Review
A final review ensuring your books are complete and accurate before you hand them to your CPA.
Ongoing Review and Support
Continued accountability and answers after training — so you stay on track and confident.
Team Training
If an assistant or team member handles parts of your bookkeeping, we can train them too.
Ready to get your books
set up right?
Complete the training request form and we will follow up to schedule a consultation, discuss your needs, and determine if this training is the right fit. No obligation, no sales pressure.
- Tell us what platform you are using or want to use
- Describe your business type briefly
- Let us know if you have an existing setup to review or are starting fresh
- Ask any questions — we will answer them directly
What changes after working with us
Your books are set up correctly from day one — no more expensive cleanups at tax time.
You understand your own finances and can read a P&L statement with confidence.
Monthly bookkeeping takes you a fraction of the time because your system is organized.
You hand your CPA clean, complete records at tax time — saving money on their fees.
Personal and business finances are fully separated — protecting you legally and financially.
When you are ready to hand off your books, the transition to full-service is seamless.
Common Bookkeeping Training Questions
No. We can help you sign up for the right QuickBooks Online plan for your business as part of the setup process. If you already have a QBO account, we will review what is already in place and correct or build on it.
All training is delivered virtually via video call. We share screens so you can see exactly what we are doing in your QuickBooks account in real time. Sessions are recorded so you can refer back to them whenever you need a refresher.
Yes. If your books need to be cleaned up first, we can handle that as a separate catch-up bookkeeping engagement before moving into setup and training. We will let you know during your discovery call which makes more sense for your situation.
We set up your books correctly from the start, so transitioning to our full-service monthly bookkeeping services is simple. We already know your business and your bookkeeping setup, so there is no onboarding friction. We can pick up right where you leave off.
Absolutely. Our training is designed for business owners, not accountants. We teach you only what you need to know to run your specific business — in plain language, without the jargon. Most clients are surprised by how manageable it feels once the right system is in place.
Absolutely. We work with most of the common accounting software. Mention the software you are using in your consultatio booking or contact us to confirm.