Training & Ongoing Support

Getting the system working is the beginning. Knowing what to do with it is where it pays off.

You’ve invested in software, improved your processes, or introduced AI into your office. Now your team needs to use it—and you need to know whether the information coming out of it makes sense.

AAS can help set up your systems, train your employees, and provide ongoing support. Prefer to have someone handle the recurring work? We can build a managed service around the responsibilities you want off your plate.

Learn it, delegate it, or combine the two. Let’s find what works for your business.

“Can you show my employees how to do this?”

Yes—with your actual tasks, not a generic demonstration.

I provide practical training around the tools and processes your team will use, from bookkeeping routines and invoice tracking to document organization and AI-assisted tasks.

We walk through examples, practice the steps, and identify what needs review or approval.

What it could look like: Your employees have clear instructions and the confidence to complete routine work without bringing every question back to you.

“I understood it during the walkthrough…”

That’s why we leave you with something to reference.

Training can include written instructions, reusable templates, and a recap of the steps covered. Bring the questions that come up once you start using the system. That’s often when the most useful learning happens.

What it could look like: Less trying to remember which button someone clicked three weeks ago. More knowing where to find the answer.

Your financial reports should tell you something.

If you’ve opened your profit and loss statement, nodded thoughtfully, and closed it without being entirely sure what you learned—you can ask me about that, too.

In a 2024 Xero survey, 50% of U.S. small-business owners surveyed reported experiencing financial challenges because they lacked financial literacy. That measures broader financial understanding, rather than specifically whether owners can read a P&L or balance sheet.

“My P&L says I made money. Why doesn’t my bank account agree?”

Let’s make the reports useful to you.

I help explain your financial statements using your business’s numbers:

• Your profit and loss statement: Revenue, expenses, and profit or loss over a period.

• Your balance sheet: What the business owns, owes, and has in equity at a particular date.

• Profit versus cash: Why loan payments, owner withdrawals, unpaid invoices, and other transactions can affect them differently.

• Questions worth asking: What changed, what needs explanation, and where to look next.

What it could look like: You can discuss your numbers with your bookkeeper or accountant, recognize changes that need attention, and make more informed decisions.

“Honestly, I’d rather have someone handle it.”

That’s an option, too.

With a managed service, AAS performs the recurring work defined in your agreement. That might include bookkeeping support, invoicing and follow-up, document tracking, or maintaining an agreed administrative workflow.

We establish what I handle, what you approve, how updates are delivered, and when an issue needs your attention.

What it could look like: A scheduled update with completed work, outstanding questions, and decisions for you—rather than another daily task list to manage yourself.

“What happens when something changes?”

Your support can grow with the work.

New employees, different reporting needs, and software changes can create new questions. Ongoing support gives you a place to bring them, with larger changes scoped separately before work begins.

What it could look like: You have someone familiar with your setup who can help you work out the next step.

Choose the level of support you need.

Focused Training — $150 per session

• One 60-minute remote session for up to three people.

• Preparation around one agreed tool, process, or financial-reporting topic.

• Practical examples and time for questions.

• A written recap with next steps.

Ongoing Support — $300/month

• Up to three hours of remote guidance, troubleshooting, or minor improvements.

• One scheduled monthly check-in, included in those hours.

• Email questions handled within the included time.

• Replies within two business days.

Monthly hours do not roll over. Additional work requires your approval.

Managed Services — Custom Quote

• Clearly defined recurring responsibilities and workload limits.

• An agreed work schedule and reporting frequency.

• Documented approval and escalation steps.

• Pricing based on the work, volume, and support required.

System setup, migrations, and larger implementations are quoted separately. Software subscriptions and usage fees are additional.

You don’t have to become the expert in everything.

You can understand your numbers without doing all the bookkeeping. Your team can learn the systems while getting help with the work. And you can delegate responsibilities while staying informed.

Book a free 20-minute introductory call. Let’s check your AAS—and decide what you’d like to learn, hand off, or get working better.