Two days. Clean books.* Clear future.

This isn’t a lecture. It’s a working clinic.

You bring your laptop and your messy books. We diagnose what’s wrong, teach you the treatment, and then you do the work right there with live support from accountants by your side.

By the end of the two days, you’ll understand your numbers, reconcile your accounts*, and know how to keep your books healthy going forward.

The Accounting Clinic will be held on Wednesday, January 14, 2026, and Wednesday, January 21, 2026.

Both days run from 9:00 AM – 4:00 PM at The Work Well in Houston, TX 77065.

This 2-day format gives you space to learn, apply what you’ve learned, and return for Day 2 with questions, reconciliations, and deeper work — ensuring you leave with clean books and confidence in your numbers.

Seats are limited to 8 participants only for maximum hands-on support.

Hiring an accountant isn’t always in the budget — many business owners aren’t ready to commit to $500/month for professional bookkeeping or pay $6,000+ for a year of cleanup work when books fall behind.

That’s where The Accounting Clinic comes in.

For a fraction of that cost, you’ll:

• Work directly with an educated, CPA-eligible accountant (BBA + Master’s in Accounting), and soon-to-be Enrolled Agent (EA).
• Get 1-on-1 time in a small group setting (max 8 attendees). 
• Walk away with clean, reconciled books* — or a clear plan to finish. 
• Gain tools and training to DIY your books the right way until you’re ready to hire. 
• Learn from guest experts on insurance, banking, loans, lines of credit, and even basic estate planning (like wills).
   

This isn’t just about bookkeeping. It’s about giving your business a healthy financial foundation while making sure you understand the essentials every owner needs to know.

 💼   Small business owners looking to get their books cleaned up before tax season 

 👷   Contractors and service providers managing multiple accounts or projects 

 🏠   Realtors grossing $100K+ who need help finding deductions 

 📈   1099-NEC earners with high income who want to maximize write-offs 

 🤝   Nonprofit leaders responsible for accurate reporting 

 💼   Anyone DIY’ing QuickBooks Online and stuck in messy books

 ✔ Hands-on QuickBooks training
✔ Cleaned-up books (or a clear plan to get there)
✔ Multiple 1:1 consultations
✔ Expert lunch presentations (Insurance & Banking)
✔ Networking with banker and insurance professionals
✔ A binder of resources, checklists, and your own notes
✔ Lunch, coffee, and snacks provided 

✔Topics Covered:

✔ Entity structures

✔ Chart of Accounts

✔ Bank Linking

✔ Categorization

✔ Advanced Categorization

✔ Reconciliations

✔ Troubleshooting Reconciliations

✔ Reports & Review

✔ 1099 Prep

✔ You will have guided work and 1 on 1 rotations with an Accountant.

✔ Banker Q&A + networking 

✔ Insurance Q&A + networking 

 ☎️ Contact us for more details on the agenda.

Seats are limited to 8 business owners only — tuition increases the closer we get to the event.

Tiered Pricing Schedule:

 🎫  $3,000 if purchased in October 2025 

 🎫 $3,250 if purchased in November 2025 

 🎫  $3,500 if purchased in December 2025 

 🎫  $3,750 in January 2026 (final price)

Tuition is Pay-in-4 eligible — you can split your payment into 4 interest-free installments with Paypal or similar providers (subject to availability at checkout).
 

What’s Included:
✔ 2 full days of training + guided work sessions
✔ Multiple 1:1 consultations with accounting pros
✔ Guest expert lunch presentations (Insurance & Banking)
✔ Networking with attorney, banker, insurance, and marketing specialists
✔ Workbook, binder, and checklists
✔ Lunch, coffee, and snacks both days
✔ Certificate of completion

💡Bonus Value: If you purchase in 2025, you can expense this tuition in your 2025 books as professional development — lowering your taxable income.

 🔒 Seats limited to 8 business owners only for maximum hands-on support.

 💬 Schedule a quick chat with Mariela — she’ll walk you through the details and answer your questions.

 *Most attendees will walk away with reconciled, accurate books. If your situation is more complex, you’ll still leave with a clear plan, the right tools, and support to finish the job—unless you’d prefer to hire us to complete it for you.