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QuickBooks Online
Monthly Bookkeeping Services

* Onboarding fee is charged one time, non-refundable, at sign-up and is equal to one month’s subscription cost. 

Solo

Ideal for solopreneurs with 1 bank account, up to 40 monthly bank transactions. 

✅Cash basis accounting ✅Monthly revenue, and expense categorization ✅Monthly financial reports
✅ Communication by video, text, email, phone

Basic

Ideal for businesses with 1-100 monthly transactions and 1-3 bank accounts.

✅Cash basis accounting
✅Weekly revenue, and expense categorization
✅Monthly financial reports
✅ Communication by video, text, email, phone

Growing

Ideal for businesses with 101-200 monthly transactions, 4-6 bank accounts, and project accounting for 2 projects.

Everything in Basic, plus:

✅Accounting services from a dedicated team
✅Project accounting
✅Customize access by role
✅Customize chart of accounts

Scaling

Ideal for businesses with 201-300 monthly transactions, 7-9 bank accounts, and project accounting for 3-4 projects.

Everything in Essential, plus:

✅Cash flow statement ✅Customer invoicing, and invoicing scheduling
Schedule payments

Business Support

Tax Plan 

✅Individualized Planning
✅Maximize cash flow through a P&L review, expense tracking advice and more
✅Minimize tax payments and getting the best possible outcome on your income taxes
✅Avoid surprises by paying the correct income tax amount each quarter
✅Get helpful income tax tips ensuring all your questions are answered

DIY Bookkeeping

✅Master Bookkeeping Basics
✅Practical DIY Techniques
✅Step-by-Step Tutorials
✅Expert Support Included

QBO Set Up

✅Customize Chart of Accounts
✅Utilize QuickBooks Online Discount ✅Configure Settings for Efficiency ✅Maximize QuickBooks Online Features

QBO Diagnostic Review

✅Diagnosis QBO errors or issues
✅Identify set up errors
✅Review Chart of Accounts which should reflect entity election
✅Review workflows and operations
✅Customized recommendations to remedy any inconsistencies, or errors

Individualized Sessions With Sherry

30 Minute Consult or Mentoring Session

Meet with Sherry Staggs, accounting industry leader, mentor, and educator. You'll be able to record your session via Zoom.

Individual Session

Customized based on your needs. 

90 Minute Roadmap Zoom Session

Meet with Sherry Staggs, accounting industry leader, mentor, and educator. You'll be able to record your session via Zoom.

Individual Session

Customized based on your needs.