Quickbooks Online

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Payroll

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Reporting

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Human Resources

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Quarterly Taxes

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Automation

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Bookkeeping

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Training

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Sales Tax

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Admin

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Quickbooks Online - Payroll - Reporting - Human Resources - Quarterly Taxes - Automation - Bookkeeping - Training - Sales Tax - Admin -

  • A flat-rate package that covers it all:

    1. Review

    2. Clean-up or Set-up

    3. Training

    Includes: 1:1 Meetings x3; collaborative clean-up/set-up; troubleshooting; customized Chart of Accounts and bank feed rules; Journal Entry templates; Custom tutorial videos and checklist for DIY bookkeeping!

  • Virtual or in-person meeting to troubleshoot & train one bookkeeping-related topic. If applicable, includes related training resource for future use.

  • Book my time to resolve an issue in your books, record a training video, and/or create addt'l resources for your bookkeeping needs. Does not include a meeting.

  • Get help setting up, reviewing, updating, or fixing your payroll settings or process. Includes payroll tax basics. For clients in Gusto or Quickbooks only. Support for other payroll software available on a case-by-case basis.

Services

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