How I work

These are the general steps I take with all new clients. We always start with a diagnosis and then go from there. Maybe you need some cleanup work done. And, maybe you want more ongoing support. I can customize a plan to fit your needs.

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1. Intro Call – Free 15-minute call
   We’ll chat about your business and your current needs to see if we are a good match.
   
2. Diagnose Your Books – $400
   I’ll dive into your QuickBooks Online file and give you a complete report about its health. Then, we’ll have a call to discuss the results and next steps.
   
3. Cleanup
   I’ll get your books whipped into shape and set you up for success. Cleanup pricing will be determined based on my diagnosis. Once everything is done, we’ll have a wrap-up call to go over the status of everything and answer any questions you may have.
   
4. Monthly Bookkeeping
   At our cleanup wrap-up call, I will review options for ongoing monthly support with you. This can range from a simple month-end agreement or something more complex where I am helping with daily operations – like invoicing, payroll, bill pay, app integrations, and more.