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 100+ bite-sized (and not-so-bite-sized) micro-learning and how-to 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 so you can 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 (think checklists, templates, cheat sheets, and more) 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 digital download library.

✨ Access to other site perks

You’ll get access to the majority of blog content such as 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.

The 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.

I'm Ready

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.

I'm Ready
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The Full Ascent