Services & Pricing

Comprehensive QuickBooks® Online and bookkeeping solutions designed to make your financial management effortless and accurate.

Choose the Right Service for Your Business

From complete setup to ongoing support, we have a solution that fits your needs and budget.

QuickBooks® Online Setup & Migration

Complete setup of your QuickBooks® Online system from scratch or migration from existing software

Starting at $497
2-3 weeks

What's included:

  • Chart of accounts design
  • Company file setup
  • Bank account connections
  • Historical data import
  • User access configuration
  • Initial training session
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Most Popular

Monthly Bookkeeping

Complete monthly bookkeeping service to keep your finances organized and up-to-date

Starting at $297/month
Ongoing

What's included:

  • Transaction categorization
  • Bank reconciliation
  • Monthly financial reports
  • Accounts receivable management
  • Vendor bill management
  • Quarterly review call
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Financial Reporting & Analysis

Detailed financial reports and analysis to help you understand your business performance

Starting at $197/month
Monthly

What's included:

  • Profit & Loss statements
  • Balance sheet reports
  • Cash flow analysis
  • Budget vs. actual reports
  • Key performance indicators
  • Monthly insights call
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QuickBooks® Online Training & Coaching

One-on-one training sessions to help you master QuickBooks® Online and maintain your own books

Starting at $97/session
Per session

What's included:

  • Personalized training plan
  • Screen-sharing sessions
  • Custom workflow creation
  • Best practices guidance
  • Follow-up support
  • Resource materials
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Bookkeeping Cleanup & Catch-up

Get your books back on track with comprehensive cleanup and catch-up services

Custom pricing
1-4 weeks

What's included:

  • Historical transaction review
  • Error identification & correction
  • Missing transaction entry
  • Reconciliation of all accounts
  • Financial statement preparation
  • Ongoing maintenance plan
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Business Financial Consulting

Strategic financial consulting to help optimize your business operations and growth

Starting at $147/hour
Per consultation

What's included:

  • Financial process optimization
  • Cash flow improvement strategies
  • Business growth planning
  • Tax strategy discussion
  • System recommendations
  • Performance benchmarking
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How We Work Together

1

Discovery Call

We discuss your needs, challenges, and goals to determine the best approach.

2

Custom Proposal

Receive a detailed proposal with timeline, pricing, and specific deliverables.

3

Implementation

We get to work on your project with regular updates and communication.

4

Ongoing Support

Continued support and training to ensure your long-term success.

What Our Clients Say

"Sue transformed our chaotic bookkeeping into a streamlined system. We now save 15+ hours per month and actually understand our finances."
— Maria Rodriguez, Rodriguez Landscaping
"The monthly bookkeeping service is worth every penny. Professional, accurate, and Sue explains everything in terms I can understand."
— David Chen, Chen's Auto Repair

Frequently Asked Questions

Do you work with all versions of QuickBooks® Online?

Yes, we work with QuickBooks® Online, Desktop (Pro, Premier, Enterprise), and can help with migrations between versions.

What if I need help outside of our scheduled service?

All ongoing service clients receive priority email support and can schedule additional consultations as needed.

How quickly can we get started?

Most projects can begin within 1-2 weeks of our initial consultation, depending on the scope and your readiness.

Do you offer payment plans?

Yes, we offer flexible payment options for larger projects. Monthly services are billed monthly in advance.

Ready to Get Started?

Schedule a free consultation to discuss your specific needs and get a custom proposal.