Our Packages

Starter Essentials

$199

  • Perfect for small sole prop business
  • One Account up to 75 Transactions
  • Record & Reporting of Expense & Income
  • Monthly Reconciliation
  • Balance Sheet & P&L Reports (Income Report)
  • Includes QBO Monthly Essentials Subscription
  • Consultation Quarterly review of Financial Reports

Basic Package

$299

  • Entry Level
  • 2 Account up to 125 Transactions
  • Record & Reporting of Expense & Income
  • Monthly Reconciliation
  • Document Storage
  • Expense Management
  • Balance Sheet & P&L Reports (Income Report)
  • Includes QBO Monthly Essentials Subscription
  • Consultation Quarterly review of Financial Reports

Plus Package

$499

  • Most Popular Growing Business
  • 3 Account up to 250 Transactions
  • Record & Reporting of Expense & Income
  • Monthly Reconciliation
  • Document Storage
  • Expense Management
  • Balance Sheet & P&L Reports (Income Report)
  • Includes QBO Monthly Essentials Subscription
  • Consultation Quarterly review of Financial Reports
  • Budget Planning and Statement of Cash Flows

Pro Package

$799

  • Comprehensive Package Med to Large Businesses
  • 5 Account up to 500 Transactions
  • Record & Reporting of Expense & Income
  • Monthly Reconciliation
  • Document Storage
  • Expense Management
  • Balance Sheet & P&L Reports (Income Report)
  • Includes QBO Monthly Essentials Subscription
  • Consultation Quarterly review of Financial Reports
  • Budget Planning and Statement of Cash Flows
  • Bill Pay Software & Consultation & Set Up

QuickBooks Setup

Time to get your ducks in order!

  • Adding Users and Customize Account Setting in QBO
  • Setting up the Custom Chart of Accounts or Importing Data
  • Linkin Bank Feeds to QBO auto download
  • Importing if necessary bank transactions
  • Setting up Document Storage Folders
  • Setting up Expense Management File

$250 (1 time fee) & monthly subscription fee

QuickBooks Tune Up

We all need help sometimes, lets untangle the mess & clean house!

Requires a formal evaluation of status for a custom Bid Proposal

If you have gotten behind and need to play catchup, I can help you make this happen much faster than you realize. With a few tools!

I will analyze your current set of QB files put together a program to repair and bring you back to a current status to move forward with confidence!

Additional Services Available

Accounts Payable:
Tracking Vendors Invoices, Properly categorizing invoices & setting up Bill Pay Options and Reports

Accounts Receivable:
Tracking Customer Invoices, payments received, Properly categorizing invoices that are owed to you from customers

Bill Pay:
The technology here to automate is amazing! I can set up you bill payments and receipts, saving you a lot of time