Financial Systems Review

The Starting point for all Clients

  • A full review of your current financial systems. The current financial software, spreadsheets, and other various websites being utilized for tracking and/or reporting your business financials
  • After reviewing your current setup, I will make professional recommendations regarding next steps. These recommendations can include: 
    • Tips for improving your tracking (with your current system and potentially QuickBooks)
    • Tips for managing your finances including your spending, pricing, marketing, savings, etc.
    • Help you set targets/goals to implement the next stage in your Financial Systems (This could be suggestions including upgrading software, hiring a bookkeeper, etc.)
  • Two calls with an Accountant who is also a QuickBooks ProAdvisor:
    • FIRST CALL – This call will be held at the beginning of the service, after I have access to your current software/excel sheet/s (either that morning or the night before) to review any questions I have regarding your systems and how you’re utilizing them. We will discuss what your goals and needs are financially and cover what your current pain points are with your current system.
    • SECOND CALL – This call will be held at the end of the service after I have reviewed everything, (either the afternoon of the review or the morning after). The focus of this call will be to provide you with a professional recommendation regarding QuickBooks Software, the services we provide and what benefits are associated with those services. It can also include recommendations based on your current system.

Full Service Monthly Packages

The Whole Kit & Kaboodle
$1,562
  • Up to 4, One on One customized Training Sessions for QBO for you and your staff.
  • 2- 2hr intensive goal-setting sessions.
  • Up to 1 monthly Review call (via Zoom)
  • Up to 2 Monthly Coaching sessions
  • Access to Video Library of QBO Functions
  • Access to Back-End Business Management Training Library
  • Training and Support for QBO via Loom, Email, and Zoom as needed.
  • Back-End Business Management Support via Loom, Email, and Zoom as needed.
  • Basic Bookkeeping services (Transaction Classification, Bank Reconciliations, and adjusting entries for the monthly reports)
  • Additional Support:
  • Pricing Tools, Package Building Class, Marketing and Branding Consultation.
The Profit Power Up
$625
  • Up to 4, One on One customized Training Session in QBO for you and your staff
  • 2- 2hr intensive goal-setting sessions
  • Up to One monthly Review call (via Zoom)
  • Up to One Monthly Coaching session
  • Access to Video Library of QBO Functions
  • Training and Support for QBO via Loom, Email, and Zoom as needed.
  • Basic Bookkeeping services (Transaction Classification, Bank Reconciliations, and adjusting entries for the monthly reports) 
The Bookkeeping Basics
$250
  • Up to One monthly Review call (via Zoom)
  • Access to Video Library of QBO Functions
  • Training and Support for QBO via Loom, email and Zoom as needed.
  • Basic Bookkeeping services (Transaction Classification, Bank Reconciliations, and adjusting entries for the monthly reports) 

Baby Steps Monthly Packages

Not ready for Full Accounting Services yet? Try one of our smaller Packages to get you started.

Consistent Coaching
$450
  • This is a Coaching only package for those who have in house bookkeeping, it does not include any bookkeeping services.
  • Financial coaching focusing on systems to help you maximize your profits and utilize your financials to grow your business.
  • Up to One monthly Coaching call (via Zoom)
  • Access to Video Library of QBO Functions
  • Training and Support for QBO via Loom and email Communication Only.
Timely Training
$125
  • This Training package only covers Training in QuickBooks Software. It is ideal for those who have in house bookkeeping as it does not include any bookkeeping services.
  • Bi-annual review
  • Access to Video Library of QBO Functions
  •  
  • Support and Training via Loom and email communication only.
QBSE
$63
  • This is for Clients with QuickBooks Self-Employed Software Only!
  • Open Office hours
  • Annual Review
  • Access to QBSE Video Support
  • Includes QBSE subscription

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