A Few Questions


I only work with QBO. I can assist with that conversion.

I only work with companies using the US.

I will teach you to use QuickBooks after a cleanup or catchup with a year contract

I do not to work with audits

I do not offer tax preparation services

1.Discovery call:
This is our introductory call.
It allows us to get to know one another to have a successful working relationship.
I’ll ask questions to learn more about your needs. We’ll discuss what exactly needs to be done and create a plan of action.
Then you will get an opportunity to express any concerns or provide additional information to me.
2. I will send you information how to allow me to review your QuickBooks. If you don’t have an account, I will ask for paperwork so I can review your business
3. I will send you an explanation of what I found in your books or explain what needs to be done to get you set up and start in QuickBooks
4. I will send you a contract and offer a fixed , monthly contract with no long-term obligations. Payment is due at the start of our engagement.
5. Then we will proceed with onboarding- a bit time consuming but necessary!

I am a small business with under $500,000 in revenue.
I am currently using QuickBooks Online or am ready to start

My business fits in to one of these categories:

  • Service Providers
  • Independent Contractors
  • Professional Services
  • Real Estate

Monthly bookkeeping starts at $350/month.

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