QuickBooks One-on-One
A focused, one-on-one conversation to get unstuck in QuickBooks.
A free, private 30-minute Q&A for business owners who already use QuickBooks and want clear answers to specific questions about their setup.
When QuickBooks feels stuck, a conversation helps
If you’re managing your own books in QuickBooks, you’ve probably had moments like:
Something doesn’t look right, but you can’t tell why
A report feels confusing or incomplete
You’re unsure whether your current setup actually makes sense
You’re not sure what matters now — and what can wait
You don’t need a full cleanup or a new system.
Sometimes, you just need to talk it through with someone who knows QuickBooks well.
QuickBooks One-on-One is designed for exactly that.
Who This is For
QuickBooks One-on-One is a good fit if you:
Currently use QuickBooks Online
Manage your own bookkeeping (at least for now)
Have specific questions about your existing setup
Want clear answers without pressure or upselling
About NorthPoint Ledger
Hi — I’m Tara.
I work with service-based business owners who want their books to feel supportive, not stressful. My approach to QuickBooks is practical, calm, and grounded in how real businesses operate day to day.
QuickBooks One-on-One reflects that approach: focused attention, clear boundaries, and thoughtful guidance — without pressure.
What the QuickBooks Checkup is (and isn’t)
This is a free, 30-minute private conversation focused entirely on your QuickBooks questions.
During the session, we can:
Talk through something that feels confusing or unclear
Review how a feature is (or isn’t) working for you
Discuss whether your current setup generally makes sense
Help you decide what’s worth addressing next — and what isn’t
The goal isn’t to fix everything.
It’s to help you feel oriented and confident enough to move forward.
To keep this session focused and useful, it’s important to be clear about scope.
This session is not:
A bookkeeping cleanup
A setup or implementation session
Tax advice
Ongoing support
A consultation about whether to use QuickBooks
If you’re not yet using QuickBooks and want to explore whether it’s a fit for your business, a consultation would be a better next step.