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Advisory & Discovery Services

FREE

Discovery Virtual

  • 30 MIN VIRTUAL MEETING TO DISCUSS YOUR NEEDS & PACKAGES

$0

Book Now

oNE-TIME

Professional

  • 60 MIN VIRTUAL MEETING FOR OPEN DISCUSSION

$75

oNE-TIME

Standard

  • 60 MIN IN-PERSON MEETING FOR OPEN DISCUSSION

$85

Book Now

Bookkeeping Guidance

MONTHLY

Starter

  • 1 EMAIL Q&A PER WEEK

  • MONTHLY TASK CHECKLIST

  • 'AVOID THESE MISTAKES' TIP SHEET

$49/mo.

MONTHLY

Pro

  • EVERYTHING IN STARTER

  • 30 MIN ZOOM CALL OR VIDEO TRAINING (INCLUDES VIDEO WALKTHROUGHS AND QB TRAINING)

$99/mo.

MONTHLY

Power

  • EVERYTHING IN PRO

  • MONTHLY BOOK REVIEW

  • 10% OFF FULL BOOKKEEPING PACKAGE

$199/mo.

EVERY 3 MONTHS

Elite

  • EVERYTHING
    IN PRO

  • QUARTERLY
    BOOK REVIEW

  • 10% OFF FULL BOOKKEEPING PACKAGE

  • 5% OFF ADD-ONS

     

$450/ 3 mo.

Bookkeeping Add-Ons

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Software Setup

  • QUICKBOOKS OR PAYROLL SOFTWARE SETUP

  • 30 MIN TRAINING INCLUDED - $50 FOR EACH ADDITIONAL 30 NEEDED

Please Inquire

oNE-TIME

Cleanup / Catchup

  • BASED ON # OF TRANSACTIONS AND HOW FAR BEHIND

Please Inquire

oNE-TIME

Tax Prep

  • YEAR-END REVIEW TO BE ACCOUNTANT READY

Please Inquire

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