Balance Booster Plan
How do your books stack up?
Save your company/free up up to an average of 40 hrs a month to focus on other areas of your biz
What would you do with an extra 40 hours a month in your business?
Discovery Session
Interview Business & Discuss Bookkeeping Goals
Analysis:
We analyze your current system/books workflow
Report:
Provide write-up of findings and Determine how to optimize
Roadmap:
We will make suggestions on how to proceed
learn how to improve your bookkeeping.
We clear the confusion by giving you our assessment and opinion on whether you can do the books yourself (and the average hours per week it will take), hire a bookkeeper, or hire virtual help, etc.
If it’s a good fit, a customized package will be suggested.
Findings Presentation
Set Up Serenity
☑ Customized set-up plan
☑ Choosing which QBO subscription is best
☑ Custom Chart of Accounts
☑ Step-by-step instructions for setting up your books
☑ Getting started on Quickbooks customized guidebook
Starting at $500
messy to mindful
☑ Customized clean-up plan
☑ Customized Chart of Accounts Clean-Up Instruction
☑ Step-by-step instructions for cleaning up your books
☑ Cleaning up Messy Quickbooks customized guidebook
Starting at $500
Magical maintenance
☑ Customized maintenance plan
☑ Customized Chart of Accounts Clean-Up
☑ Step-by-step instructions for cleaning up your books
☑ Maintaining Quickbooks with a customized guidebook
Starting at $300/month or ask about our DIY offer