Now Accepting Clients for the 2025 Tax Season!
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DIY Bookkeeping Kickstart for Entrepreneurs
Perfect for business owners who want to manage their own books but need a solid foundation!
This is for you if:
What's Included:
You want to confidently handle your own bookkeeping
You want to avoid bookkeeping headaches down the road
You want to scale & grow with financial clarity
You don’t have a bookkeeping system in place or are using Excel
Your business earns less than $100K per year
Investment: $749 - LIMITED OFFER: $500
QuickBooks Setup & Customization – Get a tailored setup for your business needs
1 Month of Bookkeeping Done-for-You – A model you can easily replicate
60-Minute Personalized Zoom Training – Hands-on guidance for using QuickBooks effectively
4 Weeks of Email Support – Ask questions and get expert advice as you get started
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Done-For-You Monthly Bookkeeping
Let us handle your books so you can focus on growing your business!
What's Included:
Quarterly Financial Review Meetings – Strategy sessions to review your business finances & goals
Monthly Financial Analysis Report – Get key insights without digging into reports
Profit & Loss + Balance Sheet Reports – Stay informed about your business health
Bank, Credit Card & Loan Reconciliations – Ensuring your accounts are accurate
Monthly Transaction Categorization – Keeping your books organized and tax-ready
FREE QuickBooks Setup & Customization – A seamless start to accurate financial tracking
Investment: $300 - $1000+/month
Pricing is based on volume, size, and complexity of your business
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Clean-Up Bookkeeping
Behind on your bookkeeping? No worries—we'll get your finances back on track!
What's Included
Customized Catch-Up Plan – A strategy to keep your books organized moving forward
Financial Statement Preparation – Updated Profit & Loss + Balance Sheet reports
Fixing Errors & Adjustments – Correcting misclassified transactions and missing records
Bank & Credit Card Reconciliations – Ensuring accuracy and eliminating discrepancies
Historical Transaction Entry & Categorization – Organizing past transactions in QuickBooks
Pricing is based on volume, size, and complexity of your business
What's Included:
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DIY Bookkeeping
Perfect for business owners who want to manage their own books but need a solid foundation!
