QuickBooks Setup and Training – $2,497

  • 1/2 day one on one personalized support either remote or in your office
  • Set up your new QuickBooks Desktop or Online Account
  • Review of existing QuickBooks Desktop or Online Account to streamline processes
  • Training for you or staff in how to get the most out of your QuickBooks Desktop or Online Account
  • 3 – 1/2 hour follow up phone calls for ongoing support and questions

Find your Clarity – $397/month

  • Categorization of Revenue and Expenses
  • Reconciliation (up to 2 business Bank accounts and 1 Credit Card account)
  • Reporting – P&L, Balance Sheet, Reconciliation reports, Statement of Cash Flows
  • Quarterly review of results via Skype – 1 hour
  • Email support within 2 business days

Ideal for – Solo-preneur – (Approximately 3-4 hours of service time per month)


Get Consistency – $897/month

  • All services included in Find your Clarity
  • Strategic partnership – we look at your business as if it were our own and work with you to find areas where you are losing money or where you can bring in more consistent revenue
  • Analyze expenses – we take a look at your largest expense categories to see if we can find places to reduce expenses
  • ROI – thinking about a big advertising push? Want to make a big investment in equipment? We will do the analysis to make sure you get the best return on your investment
  • HR / Payroll – we will work with your staff to make sure that payroll is processed properly, advise on simple HR matters and ensure that reporting is accurate and complete
  • Monthly Skype meeting to review results and discuss potential course corrections if appropriate
  • Email support within 1 business day

Ideal for – Small business with a team (Approximately 8-10 hours of service time per month)


Proactive Partnership for Growth & Expansion – $1,997/month

  • All services included in both Find your Clarity and Get Consistency plans
  • Strategic planning – we will help you review any growth or expansion initiatives to determine the best course of action for growth with ease and grace
  • Weekly Finance Check In – weekly meeting via Skype to discuss initiatives, look at cash flow and make course corrections on the fly
  • Proactively plan growth or expansion – we will work with you closely to plan growth or expansion for your company in such a way as to preserve cash flow and minimize interruptions to regular operations

Ideal for – Small businesses with a team in place that are in the expansion mode (Approximately 15-20 hours of service time per month)


You don’t have to know how to do it all, our experts can help keep your books up to date so you can concentrate on your business.