Services Offered
Diagnostic ReviewTrust a bookkeeper to analyze your books in their current state. Receive a report detailing the services needed to get your books in order (bookkeeping services, cleanup services, or recommendations for training or DIY tasks)
QBO Training1:1 training on Setup, Sales (invoicing) and Expenses (Bill Pay). Three sessions of 45 minutes each, bundled to provide you with a good start to using QBO. Customized training sessions on topics of your choice are also available.
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Monthly ServicesCategorize transactions, reconcile bank and credit card accounts, generate periodic reports. Pricing discounts for annual fees paid in full.
Clean-up/Catch-upGet your books in order and produce the necessary reports for your tax preparer. You could become their favorite client because of your extraordinary bookkeeping!
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