Workdays look and feel different lately, but we’re here to help. We are QuickBooks Online Pros and our mission is to help you understand your numbers and increase your bottom line.
What We Offer
One Time QuickBooks Setup & Training
This interactive service will be a deep dive into your QuickBooks Online landscape to prepare you for understanding your business finances.
⟡ We will create a new QuickBooks Online company for you if one does not already exist.
⟡ Create and configure your Chart of Accounts (your income and expense categories)
⟡ Set up bank feeds for your bank and credit accounts
⟡ Pull in past transactions as needed
⟡ Enter transactions together to ensure understanding
⟡ Customize Invoices with your brand style
⟡ Create Products & Services to be used on invoices
This session is $500 and typically lasts 3 hours.
Monthly Services
Basic
Update & Remain Up-to-date on Current QBO software Downloaded transaction matching as necessary
Manual Data Entry when Necessary
Reconcile Checking & Credit Card Accounts Monthly
Annual Year-End Wrap Up Meeting
Year- End Reconciliation and Preparation of 1099's
This Plan Starts At $500 Per Month
Plus**
includes everything in the Basic package
Preparation and Presentation of Financial Statements
Monthly One-hour Remote Financial Reports Review
Review of Accounts Receivable & Accounts Payable
Collection Calls
(if and when necessary)
This Plan Starts At $750 Per Month
**most popular & best value
Premier
includes everything in the Plus package
Quarterly On-site Review & Strategy Meeting
Additional One-hour remote monthly Business Coaching
Budgeting
Cash Flow Analysis
This Plan Starts At $2,000 Per Month
Accountability Services
For the ones that know how, but just need some accountability!
Safety Net
This package starts with a ‘One Time QuickBooks Setup & Training’ session followed by monthly meetings to keep you compliant and accountable.
⟡ Monthly Reconciliations
⟡ Monthly Reports
⟡ Unlimited access to chat support via our client dashboard
⟡ Interaction with CPA for year end review
This service starts at $300 per month.
“Evan was a pleasure to work with. He cleaned up my books perfectly and allowed me to file our taxes on time. Highly recommend!”