Get More Out of QuickBooks Online
We offer customized QuickBooks Consulting, Professional QuickBooks Account Audits, Virtual & In-Person Workshops and More!
Resources Designed to Help You Get More Out of Quickbooks Online
Services
Monthly / Quarterly QuickBooks Online Reviews
Price Varies
Thorough assessment of your QuickBooks Online account, completed with you on either a monthly or quarterly basis. This service is designed to help you keep your financial records consistently accurate and up-to-date.
By meeting routinely, we ensure that your QuickBooks Online account is optimized, any discrepancies are identified and resolved promptly, and your financial data is in great shape for decision-making.
Who will benefit from this service?
- Small business owners who want regular, hands-on financial management assistance without daily oversight.
- Entrepreneurs looking to make data-driven decisions each month to support growth.
- Businesses with limited accounting resources that need professional monthly oversight.
- New QuickBooks Online users seeking ongoing guidance for maintaining accurate bookkeeping.
- Business owners preparing for tax season who need accurate financial reports.
- Companies looking for frequent financial insights on profit, cash flow, and overall health.
Reasonable Compensation Analysis & Report
$1,000
This service is designed for businesses seeking expert guidance in determining fair and compliant compensation for owners, ensuring businesses meet IRS guidelines and industry standards while optimizing tax efficiency.
We provide a thorough evaluation of your business's unique financial and operational circumstances to deliver a detailed, customized report.
This includes:
- An in-depth analysis of job roles, responsibilities, and comparable industry data
- A comprehensive assessment of current compensation practices
- Recommendations for reasonable salary adjustments, if needed
Our team of financial experts ensures that your business remains compliant while maximizing its tax advantages. We're here to help you navigate the complexities of compensation with clarity and confidence!
Purchase Your Reasonable Compensation Analysis & Report Here
QuickBooks Online Consulting Package
$2,000 $1800
Eight hours of customized QuickBooks Online training or consulting, offered virtually or in person.* The hours can be used in any manner and do not expire.
This is for you if you’re looking to:
- Set up your QuickBooks Online account
- Train your employees to use QuickBooks Online
- Fix mistakes that have been made in your file
- Learn how to use QuickBooks Online more efficiently and effectively
- Have a professional on hand to make sure you're doing everything correct in your file
*Travel fees not included for in person appointments. Package is offered at a 10% discount vs our hourly rate.
Hourly QuickBooks
Online Consulting
$250/Hr
One hour of QuickBooks Online consulting.
This time can be used for QuickBooks training, or assistance with any issues you may be having within QuickBooks Online.
In this 1:1 Zoom meeting, I will personally:
- Give you specific advice based on your situation.
- Help you build a plan to reach your goals.
- Walk you through all of your questions.
I'm here to help!
Purchase Hourly Consulting Here
Need A Comprehensive QBO Audit?
Schedule a comprehensive audit of your QBO file and receive a report with our findings and suggestions.
Price: $2000
Once you purchase this service, we will conduct a comprehensive audit of your online file.
During your audit, we'll identify problem areas, accounting inaccuracies, and any other software specific problems and provide a detailed report with our findings, including suggestions to help you make any necessary corrections.
This is for you if you’re looking to:
- Feel confident in your current bookkeeping
- Find a new bookkeeper who needs information on your current file
- Know what needs to be fixed/cleaned up prior to tax season
Book Us For Your Next Event
Looking for an engaging speaker for your next business event or workshop?
Book Sam, our QuickBooks expert and seasoned entrepreneur, to deliver insightful, actionable presentations tailored to your audience.
With years of experience in QuickBooks, business finance, and entrepreneurship, Sam breaks down complex financial topics into simple, practical strategies. Whether you're hosting a conference, business seminar, or a training session for your team, Sam’s expertise will equip attendees with the knowledge to streamline their financial processes and grow their businesses.
Request These Free Resources Today!
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