The Essentials
What’s included on this path
📹 Full access to the Video Library
The video library is the heart of this entire endeavor. Inside, you’ll find bite-sized (and not-so-bite-sized) videos covering everything from how to navigate QuickBooks Online (QBO) to real-world accounting tips and workflows. Videos are organized by the QBO menu itself to make searching intuitive and efficient — find what you need, when you need it. Videos are also tagged with helpful # filters so you can narrow your searches even more. This is an ever evolving library with new videos posted regularly!
🧾 Access to basic Digital Downloads
I’ve developed a set of digital tools — checklists, templates, and cheat sheets — designed to make your bookkeeping life easier. With The Essentials plan, you’ll get access to a curated selection of these downloads. Want more? You can purchase individual items à la carte or upgrade to The Full Ascent to unlock the full library.
✨ Access to other site perks
You’ll get access to the majority of blog content — practical posts on QBO, accounting tips, and small-business guidance. Some premium posts (like expert interviews or deep dives) will be reserved for Full Ascent members.
Recommended Memberships
Take me back to the Memberships homepage so I can continue exploringThe Essentials Monthly Membership
$49/mo
Monthly access to the items above. Everything you need to take control of your books — on your own, but with real guidance.
The Essentials Annual Membership
$539/yr (1 month free!)
Annual access to the items above. Everything you need to take control of your books — on your own, but with real guidance.