**Note* Price increases with more Accounts and more Transactions ($297 is base monthly starting package)

$297 monthly

*Import transactions
*Classify transactions
*Receipt Management
*Organize Chart of Accounts
*Reconcile Accounts
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Clean Up/ Catch Up

**Note* Price depends on how many months need work

per project

*Assess Current Financial Records
*Review / Adjust Chart of Accounts
*Categorize/Reclassify transactions
*Accounts Payable/Receivable
*Monthly Reconciliations
Book a Call

Diagnostic Review

(QuickBooks Online)

$197 per project

*Check for proper set up of Chart of Accounts
*Get an accurate number of business accounts (checking, savings, credit cards) and number of monthly transactions
*Determine if any Catch-up or Clean up needs to be completed and if so, how many months.
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Add On Services

**Note* Priced as a package per month for services (each service can be added or removed and hours needed changed)

per project

*Accounts Payable
*Accounts Receivable
*Invoicing and Processing Payments
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QuickBooks Online Setup


per project

*Setup the Chart of Accounts
*Create service and products
*Create projects, clients, and vendors
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Administrative Tasks

(20 hours per month)
*Skills* - Google Workspace/Gsuite, Microsoft Office, Canva, Zoom, ClickUp, Trello, Asana, Slack, Honeybook, Planoly

per project

*General Admin
*Email Management
*Calendar Management
*Travel Management
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Get in touch 
to learn more!

QuickBooks Certified

Managing finances and learning software can be overwhelming for small business owners. My clients have found that working with a QuickBooks ProAdvisor, they can focus on their core business while their financial needs are taken care of.

With my help, you can optimize your QuickBooks software and avoid costly mistakes, enabling you to grow your business and achieve your goals. Get in touch today to learn more about how I can help you.

Increasing profits and avoiding mistakes!

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