Services
Every business handles its books differently. The question is: what do you need help with?
Do you want to get started with QuickBooks Online, learn to manage it confidently yourself, or hand everything over and free up your time?
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That’s where I come in. I offer three flexible solutions designed to meet you exactly where you are.
QBO Set Up & Customization
(Starting at $499)
1
Who It’s For
Business owners who are new to QuickBooks Online or want to switch from spreadsheets (or another system) to something more efficient and reliable.
2
What’s Included
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Customized QuickBooks Online setup tailored to your business and industry.
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Chart of accounts created and organized for accuracy.
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Bank feeds connected for seamless transaction tracking.
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Initial settings configured (taxes, invoices, users, etc.).
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A walkthrough so you understand the basics of your new system.
3
Results
​You’ll have a clean, accurate bookkeeping foundation built for your business from the start—no mess, no confusion, and ready to grow with you.
Training & Business Support
(Starting at $299/month)
1
Who It’s For
Business owners or team members who want to stay hands-on with their bookkeeping but need guidance to use QuickBooks Online correctly and confidently.
2
What’s Included
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Personalized training sessions tailored to your business needs.
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Step-by-step instruction on key QBO features (invoicing, expenses, reporting, reconciliations).
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Practical examples using your own data for real-world learning.
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Ongoing support available for questions after training.
3
Results
You’ll feel confident managing your books, avoid costly mistakes, and have the knowledge to generate reliable reports whenever you need them.
Outsourced Bookkeeping & Compliance
(Pricing: see Plans)
1
Who It’s For
Business owners who don’t have the time, interest, or expertise to manage their own books—and prefer the peace of mind that comes from having a professional handle everything accurately and on time.
2
What’s Included
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Full management of your QuickBooks Online account.
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Accurate transaction entry, bank reconciliations, and expense tracking.
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Monthly financial reports you can actually understand and use.
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Compliance with deadlines so you’re always prepared for tax season.
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Ongoing support and communication, so you’re never left in the dark.
3
Results
No more late nights trying to “figure out the books.” You’ll gain back hours every month, reduce stress, and always know exactly where your business stands financially—so you can focus fully on growth, clients, and the work you love.
Need help deciding?
Contact me for a free discovery call. I’ll help you find the perfect fit based on your business size and needs.