My Services
Ready to take the stress out of bookkeeping? Book a conversation with me, or send me a message. I specialize exclusively in QuickBooks Online, providing cleanup of messy books, setup of new accounts, and ongoing monthly service. I now provide remote QBO coaching via video call!
Coaching
$75 per hour
I respect that you want to do your own bookkeeping, Meet with me on a video call, and we will dive into your QuickBooks Online account together. Get your questions answered and problems solved with me. I have deep experience in accounting, taxation, and bookkeeping. I will get you on the right path with workflows and automations that are right for you. Prepare to have peace of mind at tax time.
$300 one time fee
Meet with me on a video call, and we will get you set up for success in your new QuickBooks Online business account. Don’t have a subscription to QuickBooks Online yet? I can walk you through the subscription levels and help you select the perfect subscription for your new business. This service is for new businesses, or businesses transitioning into QBO.
New Company Setup
Diagnostic Review
$300 one time fee
For existing QuickBooks Online accounts, I will perform a full diagnostic review of the state of your QuickBooks Online account and present you with a diagnostic assessment covering every essential area, including settings, bank transactions, chart of accounts, accounts receivable, accounts payable, and financial reports. I will meet with you on a video call and present my findings on the state of your books. You will receive complete information on how to fix any issues I find.
Clean Up Past Bookkeeping
Custom Priced
After your Diagnostic Review unveils areas that need cleanup, I will provide you with a quote for me to clean up your past books, with or without monthly ongoing bookkeeping service. My cleanup will address all of the areas found in the Diagnostic Review, and bring your bookkeeping up to date.
Ongoing Bookkeeping
Custom Priced
I post your bank transactions and reconcile your entire balance sheet each month to ensure you have access to the most up-to-date financial information about your business. You will receive a custom financial reporting package each month. You are welcome to a 45 minute video call with me to go over your books and financial reports, at your option. My services are remote, and I am reachable by email or video call.
Contact me
Prefer to message me instead of a video call? Use the form to send me a note and I’ll get back to you.