Our Packages

Starter Essentials

$250

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)
Consultation Quarterly review of Financial Reports

Basic Package

$375

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)
Consultation Quarterly review of Financial Reports

Plus Package

$575

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)
Consultation Quarterly review of Financial Reports
Budget Planning and Statement of Cash Flows

Pro Package

$875

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)
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