A smart first step for all new clients
✔️ Full review of your current bookkeeping.
✔️ Bank statements and QuickBooks file audit
✔️ Strategy plan for ongoing support
✔️ Accurate monthly pricing quote based on your real needs
For new businesses or switching from another software
✔️ QuickBooks Online Essentials setup (subscription included)*
✔️ Bank feeds connected and synced
✔️ Customized Chart of Accounts based on your industry
✔️ Your bookkeeping system, built the right way from day one
For businesses that are behind on their books
✔️ We'll get your books up to date—fast
✔️ Organize, categorize, and reconcile past transactions
✔️ Handle months (or years) of unrecorded financials
✔️ Restore order and give you a clean starting point
For fixing errors, messes, or sloppy work by a past bookkeeper
✔️ Full audit of existing records
✔️ Identify and correct inconsistencies
✔️ Rebuild transactions and re-categorize as needed
✔️ Redesign your Chart of Accounts if necessary
✔️ Deliver clean, accurate reports
All one-time projects (except Financial 360) require a 90-day Monthly Bookkeeping commitment.
We pay for your QBO Essentials subscription while you are an active Monthly Bookkeeping customer
A deposit is required before any project work begins.
Your project quote may vary depending on the complexity of your file.
A smart first step for all new clients
✔️ Full review of your current bookkeeping.
✔️ Bank statements and QuickBooks file audit
✔️ Strategy plan for ongoing support
✔️ Accurate monthly pricing quote based on your real needs
For new businesses or switching from another software
✔️ QuickBooks Online Essentials setup (subscription included)*
✔️ Bank feeds connected and synced
✔️ Customized Chart of Accounts based on your industry
✔️ Your bookkeeping system, built the right way from day one
For businesses that are behind on their books
✔️ We'll get your books up to date—fast
✔️ Organize, categorize, and reconcile past transactions
✔️ Handle months (or years) of unrecorded financials
✔️ Restore order and give you a clean starting point
For fixing errors, messes, or sloppy work by a past bookkeeper
✔️ Full audit of existing records
✔️ Identify and correct inconsistencies
✔️ Rebuild transactions and re-categorize as needed
✔️ Redesign your Chart of Accounts if necessary
✔️ Deliver clean, accurate reports
All one-time projects (except Financial 360) require a 90-day Monthly Bookkeeping commitment.
We pay for your QBO Essentials subscription while you are an active Monthly Bookkeeping customer
We pay for your QBO Essentials subscription while you are an active Monthly Bookkeeping customer
A deposit is required before any project work begins.
Your project quote may vary depending on the complexity of your file.
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