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Welcome to the Finance Learning Lab Community

We are so excited to work with you!

One-On-One Onboarding

To welcome each new client into the Finance Learning Lab community, we start by scheduling a One-On-One onboarding session. We use this time to talk through the specific challenges you are facing and areas where you need support.

Ask An Accountant Office Hours

Each month, we carve out up to 12 office hour drop-in sessions. We ask that you register in advance if you plan to attend simply so that we can manage group size and keep the sessions to a small, close knit group. Since we hold so many office hours for our members (over 200 a year) you’ll find that these are often one-on-one time for you and I to delve deeply into your business. In the case that we have other members during office hours and you feel like your question is more confidential, we will jump into a separate break out room to cover it.

Accessing the Finance Learning Lab Vault and Software / Receipt Tracking Apps

We are big fans of the Wave accounting system but we can support you regardless of the software you are using (like Xero, Quickbooks, Freshbooks, etc). During the onboarding, we will help point you in the direction of materials, templates and micro-learning resouces that would be the best fit for your specific needs. We know that as a small business owner, you probably have too much to do and too little time to do it so this way we can curate the most relevant content for you but if you are feeling extra eager, you can always check out the complimentary materials on our YouTube channel and resources hub.