How Can I Help?
Time for a Check-Up?
A review of your QuickBooks using my proprietary 50-point checklist. I'll keep an eye out for discrepancies and areas that may need some attention. Includes a 1-hour session during which we will review the results of the check-up and discuss my recommendations for next steps.
VIP Day - It's All About You!
You’ll get a full day of my undivided attention while we work together to get your QuickBooks off to a great start.
Reboot - Need a Do Over?
My Clean-up service will help you reboot your QuickBooks, giving you the fresh start you've been wishing for!
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Schedule a Discovery Session to get pricing, and learn more about how this solutions works.
911 Session
Do you have a few urgent QuickBooks issues or questions to get resolved quickly? Book this virtual session and let's work on it together.
Work-with-Me Session
We'll spend three hours together, working to get your QuickBooks caught up including: adding, matching and categorizing transactions in the bank feed.
Coaching Program
In just a few individualized sessions you'll learn how to use QuickBooks the right way, and feel comfortable doing it.
Let's Get Balanced
Reconciliation is a crucial step to make sure your books are accurate. We'll spend two hours together, working to get up to three accounts balanced in QuickBooks.
Quarterly Check-Ups
A review of your the previous quarter's QuickBooks file using my proprietary 50-point checklist. I'll use 5 different QuickBooks reports to look for discrepancies and areas that may need more attention. Includes a 1-hour session to review my findings and provide recommendations for next steps.