Not sure which fits best? Book a free 30-minute Fit Chat and I'll help you decide.
Perfect if you're thinking: "I just need to know if I'm doing this right."
I record a detailed video walking through your QuickBooks file, showing you what's right, what's wrong, and what matters most.
Written summary organized by priority: "Fix This Now" + "Fix This Soon" + "You're Doing Great"
Ask your top questions and get clear, judgment-free answers. Includes session recording for you to keep.
Quick follow-up questions after our session (response within 24 hours)
"What if I have more than 3 questions?"
→ That's what the 2-week support is for. Most clients have 8-12 total questions during this period.
"What if my books are really messy?"
→ I've seen worse. If cleanup is needed beyond what this covers, I'll recommend next steps during our Zoom.
"Can I upgrade later?"
→ Yes. Upgrade to Books Rescue & Rebuild within 30 days and I'll credit the full $497.
Perfect if you're thinking: "My books are a mess and I need help fixing them."
We fix critical issues together in real-time. You watch, you learn, I explain why we're doing what we're doing.
Step-by-step instructions for YOUR specific issues (not generic advice)
I create custom videos showing exactly how to handle your unique situations
Ongoing support during your cleanup (response within 24 business hours)
30-minute Zoom at day 28 to review fixes and address roadblocks
Most people know something is wrong but don't know what. This package gives you both the fixes AND the knowledge to prevent future messes.
If I can't identify at least $1,500 worth of tax savings, efficiency improvements, or time savings in your file, I'll refund 50% of your investment. No questions asked.
You're not just getting fixed books. You're learning:
It's cleanup + education, not just cleanup.
(3-month minimum commitment)
Perfect if you're thinking: "I want to do this myself, but I need backup."
We clean up last month together. I teach, you learn, you ask anything.
Questions anytime via secure portal or text (response within 24 business hours)
Every 3 months, I do a full file review video (like Confidence Checkpoint)
Join "Bookkeeping Lounge" 2x/month with other clients (optional, not required)
Book your monthly sessions before one-time clients
Most clients schedule their 90-minute session the first week of each month. We review last month's transactions together, catch anything wrong, and plan for the month ahead.
Between sessions, you have me in your back pocket. Quick questions get quick answers—usually same day.
It takes 3 months to see patterns, build confidence, and internalize what you're learning. Most clients stay 9-12 months.
Continue month-to-month or pause anytime. Most clients stay because they love the peace of mind.
À La Carte Add-Ons
Add 2 more weeks of text/email support to any one-time package. Great for tax season or big projects.
Get your QBO file review + findings report within 48 hours instead of 3-5 days.
I set it up, you maintain it:
Saves 2-3 hours/month.
(For Coaching clients or past clients)
$147
30 minutes
$247
60 minutes
$347
90 minutes
START HERE: Do you know what's wrong with your books?
→ NO, I just feel uncertain:
Start with QBO Confidence Checkpoint ($497)
You need validation before fixing anything.
→ YES, I know things are wrong:
Can you fix it yourself if I show you how?
→ YES, I just need guidance:
Choose QBO Confidence Checkpoint ($497)
→ NO, I need help doing the fixes:
Choose Books Rescue & Rebuild ($1,497)
→ I'M NOT SURE, but I want ongoing support:
Choose Bookkeeping Confidence Coaching ($497/month)
Or just schedule a call and I'll help you decide.
Book Free 30-Minute Fit ChatMost common path: Checkpoint → Rescue & Rebuild → Coaching
Book your free Fit Chat and let's figure out the best path forward for your bookkeeping.