STRATEGY SESSION $150
Upfront Fee$150
Strategy Session
Do you have a Specific Problem or Concern with your Business or Financials?
Do you have a Specific Accounting or QBO Project that needs resolution?
Schedule a Strategy Call
1.0 hour Zoom Training
Session will be forwarded for later use to client for future reference
Setup Standard Operating Procedures for Accounting Entries
Strategize, problem solve and train with me
QBO TRAINING
Quick Book Online Training
Review all QuickBooks Online Modules and Banking Data Feed.
Ensure your QBO knowledge and experience is benefiting your business.
This will make for better financial reporting, month end reconciliation, and Ease of mind. We will schedule 2 1-hour sessions to go over all of your questions and concerns. The Zoom calls will be recorded, saved and shared for later use if needed.
CUSTOMIZE CHART ACCOUNTS
Customize Chart Accounts
Review, Edit and Customize your Chart of Accounts for your business' specific needs.
This will optimize your QuickBooks Online experience and Accounting Process.
BUDGET to ACTUAL REPORT and ANALYSIS
Budget to Actual Report and Analysis
Predict your Operating Costs with your Quarterly, Six Month, or Annual data.
This will help you gauge how much money you will need in the upcoming month, quarter, or year. We will compare the estimates to actuals at any given point in time.
WORKFLOW STRATEGY SESSION
Workflow Strategy Session
Problem solve a QuickBooks Online issue or concern.
Analyze your Pricing Strategy or Define an Accounting Process.
A Workflow Strategy Session includes a 2 hour Zoom session that can be broken up into 2 one-hour sessions.
DOWNLOADABLE DOCUMENTS
Free pdf & templates
