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Who This Is For
✔ New to QuickBooks Online or ready to start fresh.
✔ Need up to 12 months of bookkeeping caught up.
✔ Want a simple, organized system to track income and expenses.
✔ Prefer a one-time service instead of ongoing bookkeeping.
Not a good fit if you
🚫 Already have an active QuickBooks file that needs cleanup.
🚫 Run an e-commerce or inventory-heavy business.
🚫 Require payroll setup, invoicing, or bill tracking.
🚫 Want books maintained long-term (I offer ongoing bookkeeping separately).
How It Works
In 4 Easy Steps
Step 1: Book a Free Consultation
→ Discuss your needs and confirm eligibility.
Step 3: I Set Up & Catch Up
→ I reconcile, categorize, and organize your books.
Step 2: Provide Access & Info
→ Connect your bank accounts and complete intake form.
Step 4: Review & Finalize
→ We review your reports together.
What’s Included
✅ QuickBooks Online Setup: Custom chart of accounts tailored to your business.
✅ Bank & Credit Card Reconciliation: Ensure all accounts are balanced and accurate.
✅ Transaction Categorization: Up to 12 months of income & expenses properly coded.
✅ Expense Entry for Personal Card Purchases: Based on an expense report you provide.
✅ Final Report Review Call: Walk through your Profit & Loss and Balance Sheet reports.
Pricing & Add-Ons
QuickBooks Online Setup & Catch-Up
✔ Up to 12 months of bookkeeping catch-up
✔ Bank & credit card reconciliation
✔ QuickBooks setup & chart of accounts
✔ Final review call to explain reports
✔ Done in 30 days
Add-On Services
🔹 Expedited Service (14 days) → +$500
🔹 Expedited Service (7 days) → +$1,000
🔹 Additional Catch-Up Months → $175/month
🔹 High Transaction Volume (1,200+ per year) → +$250
🔹 QuickBooks Training (90 min) → $300
🔹 Quarterly Review Service → $250 - $500
Frequently Asked Questions
What if I already have QBO, but my books are messy?
This service is for new QBO users or those starting fresh. Let’s discuss options if you need a cleanup.
Do you file taxes?
No, but I ensure your books are tax-ready for your CPA.
What happens if I don’t send my documents on time?
You must provide all requested documents within 30 days, or you may need to rebook at a higher rate.