We’ll chat for a few minutes and get to know each other.

I’ll ask about your business, your current bookkeeping, and how I can help you. You’ll have plenty of time to share what’s most important to you about your business and what you’re looking for.

If we agree that we’d be good fit, we’ll move on to step two!

Your mechanic can’t diagnose your car trouble without looking under the hood - the same is true for bookkeepers! I’ll conduct a review of your books and present you with a customized proposal suited to your unique needs.

Whether we end up working together or not, I’m certain that this review process will leave you with deeper understanding of your books and I count that as time well spent!

There are three different approaches I’ll employ for your project, based on what I find in your review:

• Catch Up: Your books are behind and you simply need to bring everything up-to-date.

• Clean Up: Your books have been worked on but there are things that need to be undone/corrected.

• Carry On: Your books are caught up through the current period and you just need someone to pick up where your last bookkeeper left off.

Following a signed contract and your first payment, I’ll jump right into your project!

Diagnostic Review of your current QBO file for folks who aren’t looking to outsource their project

Includes review of your: banking set up, chart of accounts, transactional categorization, P&L report, and balance sheet

Detailed Findings Report and suggested next steps

Virtual meeting to review Findings Report

$285*

*If you decide to purchase ongoing bookkeeping services, the cost of your Diagnostic Review will be applied to your first invoice.

Categorize all income & expense transactions

Reconcile all accounts

Prepare monthly financial reports

Unlimited email support (during business hours)

Starting at $245/month

Categorize all income & expense transactions

Reconcile all accounts

Prepare monthly financial reports

Unlimited email support (during business hours)

Starting at $535/month

Help choosing the QuickBooks Online subscription that’s right for your business

Setup your Chart of Accounts, customized for your business

Help connecting your bank accounts

Starting at $335

Categorize all income & expense transactions

Reconcile all accounts

Prepare monthly financial reports

Virtual meeting to review

Starting at $279 per month of catch up

Recategorize incorrect transactions

Update missing Payee data

Undo and correct previous reconciliations

Undeposited Funds corrections

Corrected financial reports

Virtual meeting to review

Starting at $309 per month of clean up