QuickBooks Online Optimization Package

  - Review and optimize existing QuickBooks setup

  - 4 hours of online virtual and support

  - Starts at $880 one-time fee*

QuickBooks Online Ongoing Advisory

  - Monthly review and optimization

  - Up to 2 hours of consulting per month

  - Starts at $165 per month*

Additional Services

For businesses that need additional services beyond the standard packages.

- Journal Entry Transactions

  - $28 per transaction per month

- Additional Consultation Hours

  - $110 per hour

*Complexity determines the final cost

All fees are payable prior to any work performed. All work will be performed according to the scope of engagement, all requests for work in excess of the scope of the engagement will be assessed and charged as “Additional Services".

Unlock Freedom from Worry

Professional support for business owners who manage their own books.

I am uniquely qualified to assist your small or medium business in an advisory capacity; having been employed by Intuit QuickBooks Live since 2021 cleaning up books and now assisting small business owners from almost every industry in Expert Assisted Bookkeeping.

For businesses that need assistance with setting up QuickBooks Online and optimizing its use. This service includes initial setup, customization, and ongoing support.

This service includes:

  • Monthly or quarterly QuickBooks file reviews

  • Workflow and bookkeeping process recommendations

  • Personalized guidance to improve accuracy and efficiency

  • Zoom sessions to answer questions and build confidence

Pricing:

  • One‑Time Advisory Session: $220 (60‑minute deep dive with recommendations)

  • Quarterly Check‑Ups: $150 per session

  • Monthly Advisory Add‑On: $125/month (includes 30‑minute Zoom check‑in and email support)

Gain clarity without committing to a full monthly package.