QUICKBOOKS ONLINE - SETUP, TRAINING, CONSULTING
Whether you're starting a new business or you have an existing business,
I'm here to help with bookkeeping and accounting needs.
We design a plan to meet your specific needs and your long-term goals.
I was in business to business sales and sales management for over 20 years.
In 1991, I started my first of 6, service related businesses.
My experience has given me real-world strategies to help you do it right the first time.
I don't just work with numbers and reports.
I partner with my clients to help them succeed.
No hidden fees.
No surprises.
Pricing is based on your specific needs and volume of business. If you need further assistance, a written quote will be given.
The Process
Step 1
Discovery Call:
Book your discovery call using the CALENDAR LINK .
We look forward to learning more about your needs and how we can help.
Step 2
Business Assessment and Estimate:
We will set a time for your business assessment and then prepare an estimate based on your specific needs.
Step 3
Implementation:
With your acceptance, we will implement your plan. Many clients report reduced stress, saving money, saving time, and they love knowing their numbers.
Services
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Bookkeeping and Accounting Services
QuickBooks Online
Set up
Training
Consulting
Clean-up projects
Payroll
Budgeting
Cash Flow management
Accounts Receivable
Accounts Payable
Financial Reporting
Tax return preparation (quoted).
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Plans
The above pricing gives you an idea of pricing. You will receive an exact quote based on your information and exact needs for your business.
FAQS
We use a flat rate fee per month. We will give you an estimate based on your specific business needs.
QuickBooks Online ProAdvisor working remotely, or if needed, in person. We use cloud based software for secure document uploads and transfers.
We use QuickBooks Online connected to your accounts to upload transactions into QuickBooks. We then categorize the transactions, reconcile your accounts and provide monthly financial statements such as P&L and Balance Sheet.
What if I need a more frequent schedule than monthly?
We are here to serve you. We can meet more often to meet your specific business needs . We can even provide weekly cash meetings to help you optimize your cash flow.
We need your bank statements every month. We are able to setup your bank statements to automatically synch with QuickBooks Online. You can also send us your documents if you prefer. We use secure cloud based software and email for document delivery.
Our goal is to provide you with your monthly financial reports by the 10th of the month.
We can provide clean up services to catch up or correct your records. We will be glad to discuss the details for your specific situation.
We have several CPA and Accounting partners to prepare your tax return.
Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
Copyright 2025. Carthage, Mo. All Rights Reserved.
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