Our Services

We can help you take control of your QuickBooks Online file and the behind-the-scenes workflows

QuickBooks Online file health checkup

In this 90-minute remote session, we’ll review your QuickBooks file together, step-by-step.  We’ll address your questions, assist with any straigtforward corrections we can make during the call, and highlight what you are doing right.  For any complex issues that require more time, we’ll discuss options to handle them at a later date.

We’ll also brainstorm ways to streamline workflows and prevent future issues.  Often, we spot issues that may have gone unnoticed — that’s perfectly normal! We’re here to guide you through what truly matters for your business, so you can feel confident without unnecessary details

After the call, you’ll receive the meeting recording, transcription, and a prioritized list of any issues we found together.  Plus, you’ll also get short video clips with transcripts covering the specific questions you asked.  All recordings and document links will be neatly orgzined in one shared Google document for easy access.

Streamline for Success: Building and Improving your workflows

Project-based services designed to enhance efficiency and accuracy by cleaning up or setting up your back-office processes like QuickBooks Online or connected processes.  We’ll review, document, and customize your workflows to eliminate inaccuracies, giving you peace of mind and a clear path to success.

We don’t just clean up your books or create new processes – we work WITH YOU over a period of time while implementing your action plan.

What’s Included

• Collaborative Workflow Review: Strategy session to assess current processes.
• Process Documentation: Clear, detailed records of your workflows.
• Advisory on Implementation: Expert guidance to put new systems in place.
• Actionable Roadmap: A step-by-step plan to keep you on track.

FOCUS AREAS:

• Accounting, Billing, Expenses, Payroll, Estimating, Invoicing, Time Tracking, Job Profitability, Scheduling.

Keep it Running Smoothly: Maintaining Your Workflows

Monthly Maintenance Services to keep you books clean and accurate and give you peace of mind knowing someone is always there to help with questions.

Stay on track with you bookkeeping and financial processes with expert guidance. We provide step-by-step support to ensure your books stay accurate and your workflows remain efficient, giving you confidence and peace of mind that you’re doing it right.

Benefits:

• Gain confidence and peace of mind
• Save time and money with expert advice tailored to your industry

What’s Included:

• Ongoing access to bookkeeping, financial, and business strategy advice tailored to your needs.
• Monthly Loom video
• Support videos on QBO How To’s
• Unlimited email and phone support
• Basic Package:
  • Monthly bank & credit card reconciliations
  • Monthly QBO Accuracy Review + Bookkeeping Cleanup
  • 1099 Monitoring
  • Payroll Monitoring
  • Sales Tax Monitoring- 1 jurisdiction
  • Property Tax Monitoring-1 location
• Plus Package:
  • Job Costing Monitoring
  • QBO Accuracy Review-Bookkeeping Cleanup-weekly
  • Sales Tax Monitoring-Multiple Jurisdictions
  • Property Tax Monitoring-Multiple Jurisdictions 
• Strategic Growth:
  • Cash Flow Analysis
  • Quarterly KPI Review
  • Quarterly Financial Review Meetings
  • Business Thought Partnership for hiring, growth, and process improvement
  • Forecasting for future success
  • Best Practices and Workflow Enhancements: