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DIY Package
DIY Package
Starting at $300 Quarterly*
You record all financial activity, I will help with the following:
Reconcile 1 Bank Account
Quarterly Financial Reports - Profit & Loss, Balance Sheet, Statement of Cash Flows.
60 minute quarterly phone call/virtual meeting
Basic Package
Basic Package
Starting at $375 Monthly*
QBO Subscription discount (new QBO accounts)
Reconcile up to 3 Bank, Credit Card, or Loan Accounts
End of Month Financial Reports - Profit & Loss, Balance Sheet, Statement of Cash Flows.
Unlimited email questions
60 minute monthly phone call/virtual meeting
Stress-free tax time
Silver Package
Silver Package
Starting at $525 Monthly*
QBO Subscription discount (new QBO accounts)
⭐ Categorize bank feeds
Reconcile up to 3 Bank, Credit Card, or Loan Accounts
End of Month Financial Reports - Profit & Loss, Balance Sheet, Statement of Cash Flows.
Unlimited email questions
60 minute monthly phone call/virtual meeting
Stress-free tax time
Gold Package
Gold Package
Starting at $750 Monthly*
QBO Subscription discount (new QBO accounts)
⭐ Categorize bank feeds
Reconcile up to 5 Bank, Credit Card, or Loan Accounts
End of Month Financial Reports - Profit & Loss, Balance Sheet, Statement of Cash Flows.
Unlimited email questions
60 minute monthly phone call/virtual meeting
Stress-free tax time
⭐ Accounts Payable management - Twice a month
Platinum Package
Platinum Package
Starting at $975 Monthly*
QBO Subscription discount (new QBO accounts)
⭐ Categorize bank feeds
Reconcile up to 10 Bank, Credit Card, or Loan Accounts
End of Month Financial Reports - Profit & Loss, Balance Sheet, Statement of Cash Flows.
Unlimited email questions
60 minute monthly phone call/virtual meeting
Stress-free tax time
⭐ Accounts Payable management - Twice a month
⭐ Accounts Receivable management - Weekly
Additional Services
Additional Services
Prices TBD* on a per hour or per project basis
Complete QBO Cleanup
Personal financial planning and budgeting
*My pricing depends on the size of your business, your transaction volume, the complexity of your finances, and the specific services you are interested in. These prices may change depending on your needs. Please contact me for more information!
If you would like more information about me and my business, please see my experience on LinkedIn, reviews on my QuickBooks ProAdvisor profile, and get to know me a bit on my socials. Talk to you soon!
✝️Proverbs 3:5-6
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