We'll complete the initial QuickBooks or Xero setup for your new business or give you a fresh start in a new file. Includes a customized chart of accounts and one-on-one training of basic functions. Starts at $350
We'll perform a detailed review of your existing QuickBooks or Xero setup and records. We’ll show the good, bad, or indifferent in your books- allowing you to make an informed decision about what services will be best suit your business needs. $130 – prepaid
Data Cleanup/ Catch up
Cleanup- We'll tidy up your books to ensure transactions are properly classified, reconciliations are complete, accounts are linked to your software, and your chart of account is optimized for your business. Prepaid in 5 hour increments
Catch up- We'll ensure past transactions are entered to bring your books up to date. Request a quote for this service
We'll have your back and be available to provide support as needed. Have a question? Ask away! We will respond in 24 hours or less, guaranteed! $100 per month, auto payment required.
Fixed Prices – Steady and predictable. Allows us to focus on you and your business – not the clock.
Unlimited Access – Unlimited questions. We don’t nickel and dime you for trying to understand your business. Just ask your questions and we’ll answer them.
Process Improvement – Continuous process evaluations. We’ll discuss your processes and identify efficiencies to help you streamline your business.
Recurring Plan Add-Ons
* If you schedule additional services following a Book Review, half the fee paid for the review will be applied toward those subsequent services.
** Under the Occasional support plan, no physical adjustments or corrections will be made to your books. This is for quick questions, guidance, and tutorials. Any individual training session that goes longer than 30 minutes will convert to a training session and be billed at the training rate.
*** Pricing for recurring bookkeeping services and add-ons is based on the complexity of your business needs and volume of transactions. During the first 3 months, pricing can fluctuate as services are fined tuned.