Complete QuickBooks Online Setup
You will receive a 30-day free trial, then an ongoing subscription discount for 30% off for the first 12 months.

We will lay the framework of your QuickBooks Online account so that you have a solid foundation to track your business finances.

You will get clean, customized categories specific to your business. This will simplify your financial reports so that they show you your numbers in a way that makes sense and isn't overwhelming.

A customized bookkeeping guide

A customized checklist for all of the specific tasks you need to complete each month

Four 1:1 calls
The Kickoff Call:

Geared towards getting to know your current business and processes so that I can create a customized guide just for you!

Two Training Calls:

To teach you everything you need to know to handle your bookkeeping from start to finish and how to navigate your customized bookkeeping guide.

Review Call:

Scheduled once you've had a chance to work through your monthly bookkeeping on your own with the bookkeeping guide and training videos. This is geared toward answering any lingering questions and reviewing the Diagnostic Month-End review together to make sure that you are ready to tackle this going forward like a pro!

Two months of support
Additional support through your client portal for any other questions that arise outside of our 1:1 calls as you work on your bookkeeping for the month. If the question can't be answered in text, a loom video will be created to walk you through the process.

One diagnostic month-end review

A thorough review of your QuickBooks account and financial reports to double-check your work and make sure things are accurate.

You will receive a walk-through video recording of any adjustments or recommendations that are found. Then, we will schedule our Review call to discuss these together to set you up for success going forward!