Bookkeeping One-Time Services

Quickbooks Online (QBO) Initial Setup & Custom COA – $150

• Configure account and settings in QBO to customize based on feature usage
• Customized Chart of Account (COA) based on industry

Quickbooks Online (QBO) Training – $250

• Includes up to 2 hours of training
• Add-On Service: Ongoing Quarterly Check-In at $150/quarter

Quickbooks Online (QBO) Full Diagnostic Review – $350

• Includes a full diagnostic review for one Quickbooks Online account
• Multi-page report is provided with findings and recommendations
• FREE Paid Diagnostic Review with purchase of Historical Cleanup or Catchup within 30 days

Historical Cleanup & Catchup – Pricing Varies

• Historical cleanup is based on any year prior to the current tax year
• Catchup is based on any month prior to the current month in the current tax year

Bookkeeping Ongoing Services Offered

Limited Package – $200/month

• Expense and income recording (up to 100 transactions monthly)
• Monthly reconciliations (up to 2 accounts)
• Monthly financial reports
• Ongoing email support

Basic Package – Starting at $300/month

• Expense and income recording
• Monthly reconciliations
• Monthly financial reports
• Invoice Assistance
• Fixed Asset Depreciation
• Notes Payable
• Ongoing email support

Complete Package – Starting at $500/month

• Expense and income recording
• Monthly reconciliations
• Monthly financial reports
• Invoice Assistance
• Fixed Asset Depreciation
• Notes Payable
• (A/R) Accounts Receivable
• (A/P) Accounts Payable
• Payroll Guidance
• Inventory Setup
• Ongoing email support

Financial Coaching Services Offered

Starting at $100/month

We will work with you to understand your financial goals and create a plan so you can focus on what’s important to you!  We’re here to help you get on track with things like…

• Financial Organization
• Budgeting
• Debt Elimination
• College Planning | Student Loans
• Retirement Guidance