Customers | Virtual Sessions
- Free Q&A Intro Consult
30 minutes
Please make sure you are selecting the proper appointment type for your needs. First-time customers or vendors can schedule this appointment once. This session is a PHONE CALL to learn if we want to work together. I will ask you some qu ...
- QuickBooks Consultation
1 hour @ $177.05
Please make sure you are selecting the proper appointment type for your needs. Let's talk about your QuickBooks file. It's preferred if you give me accountant access to your file to evaluate your books.
- General Phone Consultation
1 hour @ $177.05
If no consultation fits your needs book this session. Based on your topic a per person rate may apply. Please make sure you are selecting the proper appointment type for your needs.
- QBO File Set-up
2 hours @ $808.30
This service is a virtual session. We will acquire the software and set it up on your behalf. The session includes a 1.5-hour phone interview, a customized chart of accounts, a cheat sheet to use your chart of accounts, all the section ...
- QBO Virtual Training
2 hours @ $353.80
Please make sure you select the appointment type that best fits your needs. This 2-hour session is for you to learn whatever you need to know and is executed using screen-sharing software by GoTo Meeting. This session is for anyone who ...
- QBO Troubleshooting
1 hour @ $202.30
Please make sure you select the appointment type that best fits your needs. Making errors is never intentional; however, fixing them is, so we have you covered. This session can be completed with screen-sharing software by GoTo Meeting. ...
- Financial Literacy
1 hour @ $275.00
Financial literacy is necessary for reaching your financial goals. What do you need to know that you don't know or need a deeper understanding of to start making financial plans? We are here to help you start and craft a sensible plan t ...
- QuickBooks Audit & Assessment
2 hours 30 minutes @ $656.80
Please make sure you select the appointment type that best fits your needs. This session is done with screen-sharing software by GoTo Meeting. Review and diagnose your numbers and what needs to be completed on your QuickBooks file. This ...
Monthly Clients | Virtual Sessions
- Monthly Client Phone Call_15
15 minutes
You must be a monthly paying client to book this session. Please make sure you are selecting the proper appointment type for your needs.
- Monthly Client Phone Call_30
30 minutes
You must be a monthly paying client to book this session. Please make sure you are selecting the proper appointment type for your needs.
- Monthly Client Phone Call_60
1 hour
You must be a monthly paying client to book this session. Please make sure you are selecting the proper appointment type for your needs.