Our Services

🔍 Bookkeeping Diagnostic
Think of this as a “check-up” for your QuickBooks Online file. A Diagnostic gives you a clear snapshot of your books, highlights errors or inconsistencies, and shows you what needs attention before you invest in cleanup or ongoing bookkeeping.

Includes
✔️ Review of your QuickBooks Online file
✔️ Identification of errors, duplicates, or missing entries
✔️ Summary PDF report with findings and recommendations
✔️ 30-minute call to go over results and next steps

Why Choose a Diagnostic?

• Get clarity on the health of your books without committing to ongoing services

• Catch errors early so you’re not scrambling at tax time

• Walk away with a clear action plan — whether you DIY or hire support

Investment

• $297 one-time fee (includes PDF report + 30-minute call)

• If you choose a Cleanup or Catch-Up service valued over $1,500, your Diagnostic fee will be credited toward that service.

🚫 What’s Not Included

• No corrections or cleanup (diagnostic is review-only)

• No reconciliations performed

• No ongoing support (other services available if needed)

QuickBooks Set Up & Training
Starting your books the right way is the most important step you can take for your business. Our Set Up & Training service ensures your QuickBooks Online file is properly created, customized, and ready to use — while giving you the training to manage your day-to-day confidently.

Includes
✔️ QuickBooks Online company file setup and customization
✔️ Chart of accounts tailored to your business
✔️ Walkthrough of bank feed connections
✔️ Initial training on your daily, weekly, and monthly tasks
✔️ Checklist of best practices to follow after setup

Why Choose This Service?

• Lays a solid foundation for accurate financial data

• Saves time and frustration trying to figure out setup on your own

• Get personalized training so you know exactly how to manage your books moving forward

Investment

• $747 one-time fee (includes setup + training during setup)

• Optional: Additional training available at $127/hr if you’d like more hands-on guidance after setup

🚫 Important Notes

• Training must be completed during the Setup Service (additional training outside of setup is billed separately).

• This service does not include ongoing bookkeeping, reconciliations, or cleanup work.

QuickBooks Training
QuickBooks is a powerful tool — but only if you know how to use it confidently. Our Training sessions are designed to give you the skills you need to manage your day-to-day bookkeeping tasks with ease, so you can stay in control of your business finances.

Includes
✔️ 1-on-1 personalized training via Zoom (screen share)
✔️ Hands-on walkthrough of QuickBooks Online functions
✔️ Focus on your daily, monthly, and quarterly tasks (bank feed, categorization, reconciliations, reporting)
✔️ A PDF checklist of your key workflows for easy reference
✔️ Time for Q&A to answer your specific questions

Why Choose QuickBooks Training?

• Get tailored instruction based on your actual QuickBooks file

• Build confidence to manage your own books instead of guessing

• Learn how to avoid common mistakes that lead to messy books

• Schedule only the time you need — no long-term commitment

Investment

• $127/hour

• Available as a standalone service or an add-on to Setup

Monthly Bookkeeping
Hand off your bookkeeping tasks so you can focus on running your business. Our Monthly Bookkeeping service keeps your books up-to-date, and organized — giving you clear financial reports each month without the stress of doing it yourself.

Includes
✔️ Monthly upkeep of your bank feed
✔️ Recording transactions
✔️ Account reconciliations to ensure accuracy
✔️ Month-end financial reports delivered directly to you
✔️ Optional support with QuickBooks Receipt Capture workflow

Why Choose Monthly Bookkeeping?

• Stay consistent and compliant without falling behind

• Gain reports to make confident financial decisions

• Free up your time to focus on your business, not your books

• Peace of mind knowing your finances are organized year-round

Investment

• Starting at $317/month (based on scope of work)

🚫 Important Notes

• Does not include accounts payable, accounts receivable, or payroll processing

• Does not include document organization — clients are responsible for maintaining invoices and receipts (we can assist with QuickBooks Receipt Capture setup)

Cleanup & Catch-Up
Fallen behind on your books? Our Cleanup & Catch-Up service brings your financial records back up to date, and ready for tax season or decision-making. Cleanups are complex, detailed projects — and we treat them as a premium service to reflect the time and expertise required.

Includes
✔️ Review and correction of transactions
✔️ Removal of duplicate or auto-added entries
✔️ Account reconciliations to verify accuracy
✔️ Verification of loan balances and account details
✔️ Clean financial reports ready for tax season or business decisions

Why Choose Cleanup?

• Get your books back in order quickly and professionally

• Identify and correct errors that could cause future problems

• Gain clarity and confidence in your financial data

• Start fresh with up-to-date books

Investment

• Cleanup begins with a Diagnostic ($297) to identify issues and scope the work

• Diagnostic fee is credited toward cleanup if total cleanup fees exceed $1,500

• Cleanup fees are based on your monthly bookkeeping rate × number of months needing cleanup

• Additional work (undisclosed accounts, errors, reconciliations) is billed at $100/hr

🚫 Important Notes

• Cleanups are not discounted services — they are billed as a premium due to the complexity and time involved

• Cleanup is a one-time reset, not an ongoing alternative to monthly bookkeeping

• Discounts for cleanup services are no longer offered

Consulting

Sometimes you don’t need ongoing bookkeeping — you just need a helping hand. Our Consulting sessions are designed to give you clarity and practical steps to simplify your bookkeeping processes, get organized, and make running your business less stressful.

Includes
✔️ Review of your current bookkeeping processes and workflows
✔️ Recommendations to make tasks easier (like uploading statements, organizing receipts, or setting up reminders)
✔️ Guidance on using QuickBooks features more effectively
✔️ Discussion of business operations that impact your bookkeeping (systems, organization, workflow)
✔️ Q&A time to tackle your specific challenges

Why Choose Consulting?

• Get support without committing to ongoing services

• Learn practical shortcuts for the bookkeeping tasks you hate

• Build confidence and organization in your day-to-day workflow

• Perfect for one-off questions, new business changes, or when you’re not ready for monthly support

Investment

• $97/hour (scheduled in 1-hour blocks)

• Book as a single session or multiple, as needed

🚫 Important Notes

• Consulting is not bookkeeping, legal, or tax advice

• No corrections will be made in your books during these sessions (separate services available if needed)

Advisory
Advisory is about going beyond the day-to-day tasks of bookkeeping. These sessions give you insight into your numbers and help you use them to make smarter financial decisions, set clear goals, and improve profitability.

Includes
✔️ Monthly or quarterly meetings to review your financial reports
✔️ Budgeting support to set realistic business goals
✔️ Profit consulting to identify areas for improvement
✔️ Process recommendations to strengthen your financial systems
✔️ Guidance tailored to your specific business challenges

Why Choose Advisory?

• Understand your financial reports — not just receive them

• Build budgets and strategies that align with your goals

• Identify ways to boost profits and cut unnecessary costs

• Gain a trusted partner to talk through financial decisions

💳 Investment

• $197/hour

• Available as one-time sessions or ongoing support (monthly/quarterly)

🚫 Important Notes

• Advisory is focused on financial strategy and insights — not on tax advice, legal advice, or compliance

• Advisory does not include bookkeeping corrections or reconciliations (separate services available)

👉 Book your Advisory session today and start making confident, informed business decisions.

Includes:

• Set Up and Training Package ($747 value)

• Quarterly Reviews with written feedback ($347/quarter)

• End-of-Year Wrap-Up and Recommendations ($297 value)

• Email Support (limited to 2 questions/month) ($97 value)

Why Choose the DIY Success Program?

• Designed for small businesses who can’t yet afford monthly bookkeeping

• Support + accountability without ongoing cleanups

• Learn to manage your books and make informed financial decisions

Each quarter, we’ll review your books and provide detailed feedback on any necessary corrections. You’ll also receive practical suggestions to enhance your bookkeeping processes — and when helpful, we’ll share checklists, help articles, or tutorial videos.

Investment & Payment Plan
The full program is $1,997 for the year (save $532 vs. individual services).

• $647 to get started → covers your setup, training, and first review

• $450 due every 3 months (before each quarterly review)

You’ll always know what’s coming up — no surprise bills, no hidden fees.

🚫 What the Quarterly Review Does NOT Include

• No re-categorizing or correcting transactions for you

• No reconciliations performed by me

• No catch-up or cleanup work

• No accounts payable, receivable, or payroll processing

• No unlimited support between reviews (limited to 2 monthly email questions)

If you’re finding it challenging to manage your bookkeeping and we notice recurring issues, we’d be happy to help you transition to our monthly bookkeeping services for more hands-on support.