DIY Bookkeeping + Professional Review
You Handle the Day-to-Day. We Help You Get It Right.
Want to manage your own QuickBooks and keep control of your bookkeeping costs?
We provide one-on-one QuickBooks training and professional reviews so you can confidently handle your day-to-day bookkeeping while having an experienced QuickBooks professional check your work.
Learn it. Do it. Have it reviewed.
1. We Train You
Learn QuickBooks using your own business and your own books.
Training may include bank feeds, categorization, invoicing, bills, payments, reconciliations, payroll and sales-tax workflows, 1099 tracking, financial reports, and month-end procedures.
One-on-One QuickBooks Training — $100/hour
2. You Manage the Day-to-Day
You maintain control of routine activities such as:
Invoicing and customer payments
Bills and vendor payments
Payroll processing
Sales tax filing
Routine transaction entry and categorization
You decide how much you want to handle—and pay for professional help when you need it.
3. We Review Your Books
Get an experienced second set of eyes on your QuickBooks.
We review key areas such as:
Bank and credit card reconciliations
Profit & Loss classifications
Balance Sheet accounts
A/R, A/P and Undeposited Funds
Loans, payroll and equity accounts
Uncategorized or unusual transactions
Contractor and 1099 activity
If we identify problems, we’ll explain what needs attention. Corrections or additional cleanup can be performed separately when needed.
Quarterly QuickBooks Review
Starting at $250
Ideal for business owners who want professional oversight throughout the year.
✓ Review your QuickBooks every quarter
✓ Identify bookkeeping issues early
✓ Review key financial accounts
✓ Discuss findings and recommended corrections
✓ Help keep your books CPA-ready
Pre-Year End QuickBooks Review
Starting at $350
Don't Wait Until Tax Time to Find Problems.
Have your books professionally reviewed before year-end and before they’re provided to your CPA or tax professional.
✓ Reconciliation review
✓ Profit & Loss review
✓ Balance Sheet review
✓ Review for unusual or incorrectly classified activity
✓ 1099/contractor bookkeeping review
✓ Findings and recommended corrections
Give yourself time to address bookkeeping issues and give your tax professional cleaner financial information for year-end planning.
NEED HELP WITH SOMETHING SPECIFIC?
QuickBooks Consulting & Troubleshooting
$100/hour
Get professional help with a specific QuickBooks question, workflow, reconciliation issue, or bookkeeping problem.
Keep Control Without Going it Alone
DIY bookkeeping can save money and give you a better understanding of your business—but that doesn’t mean you have to figure everything out yourself.
You Do the Day-to-Day.
We Train. Review. Guide.
Advanced Certified QuickBooks Online ProAdvisor
20+ Years Small Business Accounting Experience
Review pricing is based on the size and complexity of the QuickBooks file. Cleanup, corrections, and additional bookkeeping services are quoted separately.
We don’t just teach features—we help you understand how your books should work
Find out how you can . . .
Turn messy books into clean, CPA-ready financials.
