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Choose the Plan for You
I offer coaching, consulting, and support for your personal and professional development.
Enterprise Monthly Bookkeeping
650$Every monthQuickBooks Online Monthly Bookkeeping Services- 1 Entity
- 3 - 5 Accounts Management
- Manage Categorizations
- A/R Management applying payments to invoices, remote deposit
- Financial Statements
- P&L, Balance Sheets and Statement of Cash Flow
- Monthly Meetings by Zoom
- Bank Reconciliation for 3 - 5 Accounts
Optimum Monthly Bookkeeping
350$Every monthQuickBooks Online Monthly Bookkeeping Services- 1 Entity
- 1 - 2 Accounts Management
- Manage Categorizations
- Financial Statement Included
- P&L, Balance Sheet and Statement of Cash Flow
- Monthly Meetings in Zoom
- Bank Reconciliation for 1 - 2 Accounts
Silver QuickBooks Cleanup
0$QuickBooks 2024 CleanupFree Plan- 1 Entity
- 1 - 3 Accounts in Bank Feed
- Included Categorization
- Bank Reconciliation 1 - 3 Accounts
- Financial Statement Included
- P&L, Balance Sheet, and Statement. of Cash Flow
Elite Bookkeeping
300$Diagnostic Review
350$A quick, professional review of your QuickBooks file to spot issues, identify missing items, and give you a clear action plan for next steps. Starting at $350- Review of bank/credit card reconciliations and discrepancies
- Scan for uncategorized, duplicate, or unusual transactions
- Review of Chart of Accounts for errors/duplicates
- Check for negative balances and misposted entries
- Review of Undeposited Funds and deposit matching issues
- Review of sales/expense mapping (income accounts + expense c
Bookkeeping Services
350$Every monthMonthly categorization and reconciliations to keep your books accurate, organized, and tax-ready—plus clear financial reports you can trust. Starting at $350- Transaction categorization (income/expenses)
- Bank & credit card reconciliations
- Review of uncategorized transactions and rules cleanup
- Accuracy checks for common issues (duplicates, misposts, neg
- Monthly financial reports (Profit & Loss + Balance Sheet)
- Month-end summary notes (what changed, questions, next steps
- Basic QuickBooks cleanup/maintenance (vendor/customer lists,
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