Services

QuickBooks Online Certified ProAdvisor

  • Essentials

    Categorize transactions in QuickBooks Online for your Profit & Loss and Schedule C

    Reconcile bank and credit card accounts

    $300/mo

  • Established

    Everything in Essentials, plus:

    Manage QuickBooks financial statements (P&L, Balance Sheet, Accounts Payable, & Accounts Receivable)

    Monthly business consultation for growth and optimization

    $600/mo

  • Full Service

    Everything in Established, plus:

    Full A/P and A/R management in QuickBooks Online — bills created, invoices sent, payments tracked

    $1,200/mo

One-time Services

 

Going Digital $750

Full paper-to-digital transition, QBO setup, workflow design, and training.

 

Catch-up Bookkeeping

One-time cleanup. Clean books ready for your CPA. Custom pricing, depending on scope.

Not Offered

  • Handling physical paper (receipts or statements)

  • Tax preparation

  • Legal or compliance advice

  • Payroll processing (we work with your payroll provider: ADP, Gusto, etc.)