Next Steps

Follow these quick steps so you know exactly what to do next!

Step 1: Save Your Member Dashboard

Bookmark this page so you always have quick access to your tools, resources, and next steps.

Step 2: Pick your bookkeeping rhythm

Add as little as a 30-minute recurring block to your calendar weekly. Consistency is key.

Step 3: Take a quick assessment

Evaluate your confidence in math, numbers, and analysis by completing our quick assessment quiz., allowing us to better understand and support you.

Take the assessment

Step 4: Grab your starter tools

Click on Tools & Resources for your Month-End Checklist and Income & Expense Categories.

Grab Your Starter Tools

Step 5: Start A Course

Ready to dive into learning? Check out our courses like Essential Finance Skills for Small Biz or QBO Basics, right in your training center!

Click here

Have a Question?

Use the Chat Bubblein the lower right corner

Quick Access Menu

Need quick access to your resources? Click the buttons

below to get quick access.

Request Add On SupportClick here to request Add On services

Upload FilesUpload your files here

Bookkeeping Check-InsClick here to schedule your books review

Tools & ResourcesClick here for your resources

QBO LoginClick here to log into QBO

Live Monthly SessionsClick to get a schedule of co-working sessions

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DISCLAIMER: While we strive to provide valuable guidance and support, individual results may vary and are dependent on factors such as individual effort and implementation. We are not liable for any outcomes resulting from the use of our services or products. Clients are responsible for their own actions and results.

bonnie@profitsr4u.ca