Our Services
QuickBooks Online Deep Dive Session
Take control of your business finances with confidence.
This interactive, one-on-one session is designed to help you master QuickBooks Online and streamline your financial processes. Whether you're starting from scratch or looking to improve your existing setup, we guide you step-by-step in real time, with a Zoom recording provided afterward so you’ll always have a resource to revisit.
🕒 Session Duration: Approximately 3 hours
🔧 What We’ll Cover:
⟡ Company Setup – We’ll create a new QuickBooks Online company if needed
⟡ Chart of Accounts – Set up and tailor your income and expense categories
⟡ Bank Feeds – Connect your bank and credit card accounts
⟡ Transaction Importing – Bring in past transactions as needed
⟡ Hands-On Training – Enter and categorize real transactions together
⟡ Invoice Customization – Add your logo, brand colors, and terms
⟡ Products & Services – Create items to use in sales and invoicing
⟡ App Recommendations – Discover tools to boost efficiency and automate workflows
Whether you're a solopreneur or managing a growing team, this session will leave you feeling empowered and organized with a solid financial foundation.
Do It Yourself
You’re in control—we’re your safety net.
We get it—sometimes you want to roll up your sleeves and manage your books. This package is built for business owners who want to stay hands-on while having expert guidance behind the scenes.
It starts with a comprehensive One-Time QuickBooks Setup & Training Session, where we lay the foundation together. From there, you’ll have monthly check-ins and ongoing support to keep everything clean, compliant, and on track.
🔧 What’s Included:
⟡ One-Time QuickBooks Setup & Training – Get your books set up right from the start
⟡ Monthly Reconciliations – We’ll review and reconcile your accounts each month
⟡ Monthly Financial Reports – Clear, concise reports to help you stay informed
⟡ Unlimited Chat Support – Ask questions anytime through our client dashboard
⟡ CPA Collaboration – Year-end interaction with a CPA for tax season readiness
Done For You
You focus on running your business—we’ll handle the books.
When you're ready to hand off your bookkeeping, this package is for you. We’ll manage your QuickBooks Online monthly, keeping everything accurate and up to date using your connected bank and credit card feeds, with just a little help from you when needed.
📘 What’s Included:
⟡ Transaction Categorization – We’ll allocate and classify all incoming transactions
⟡ Monthly Reconciliations – Ensuring your books match your bank statements
⟡ Monthly Reports – Clear financials delivered every month
⟡ Monthly Check-In Call – Stay informed and ask questions as needed
⟡ Receipt Matching – Match receipts uploaded to QBO using the built-in receipt capture feature
⟡ Unlimited Chat Support – Get answers fast via our client dashboard
Books Plus
For when your business needs more than just bookkeeping.
This package goes beyond the basics, offering support in other essential areas of your business finances. Whether it's managing payroll, processing bills, or integrating your e-commerce platform, we’re here to lighten the load.
All services included in the Done For You “Books” package are also included here, plus custom add-ons tailored to your needs.
📦 What’s Included:
⟡ Bi-Weekly Transaction Categorization – More frequent updates to keep your books current
⟡ Payroll Processing – Set up and manage payroll so your team gets paid on time
⟡ Bill Pay – We’ll handle accounts payable to streamline your cash flow
⟡ 1099 Tracking – Track vendor W-9s and prep 1099s for year-end filing
⟡ E-commerce Integration – Connect your online store to QuickBooks to capture all income & expenses
⟡ CPA Collaboration – Work directly with your CPA to prepare for tax season
⟡ Year-End Review – A full financial wrap-up to ensure your books are audit-ready
⟡ Budgeting Support – Help you plan for the future with budgeting guidance
One-Time QuickBooks Online Clean-Up / Catch-Up
Fallen behind? No worries—we’ll help you get back on track.
Life gets busy, and bookkeeping can fall by the wayside. Whether you're preparing to file taxes, applying for a loan, or just want to know where your business stands financially, this one-time service is designed to help you clean things up and catch up—no judgment, just solutions.
🧹 This service typically includes:
⟡ Categorizing Unsorted Transactions – Clear out the backlog of downloaded transactions
⟡ Connecting Bank Feeds – Link your accounts and pull in any missing data
⟡ Creating Journal Entries – Adjust loans, interest, and other key balances accurately
⟡ 1099 Prep – Identify vendors who require a 1099 at year-end
⟡ Monthly Reconciliations – Ensure all accounts are accurate and complete
⟡ Data Clean-Up – Remove duplicate or incorrect entries from QuickBooks Online
⟡ Third-Party Tools – Use tools to import data that can’t be downloaded directly (e.g., PDF-to-QBO conversion)
💬 How It Works:
The cost of this service varies depending on how far behind your books are and how much data needs to be reviewed. We'll start with a QuickBooks Online review to assess the scope of work and give you a custom quote.
Contact us
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