
2024
review and qbo setup package
How does pricing work?
This package starts at $330 for up to 600 transactions, then $440 up to 800. Transactions above that will get a custom quote. Get $30 off the package price if you opt in to the 50% ProAdvisor discount for the subscription.
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Note that the subscription discount starts with a one month trial, then 50% off the next three months.
1
Get Started
Send me a message through the contact form to let me know you are interested. I will ask a few questions about your business then send you a link to book a Zoom call with me.
2
Get your QuickBooks Online Account
In our Zoom call I will initiate the account setup through my ProAdvisor portal. This is where you will pick your subscription tier. Opting into the 50% off subscription trial gets you a $30 discount on my package price.
3
Import Transactions
You will choose how to get your transactions into QBO, either manual import or bank connection. I will do the manual import for you, or guide you through the bank connection. I will categorize all transactions either way.
4
Get Tax-Ready Financial Statements
Depending on the number of transactions, it will take me a few days up to a couple of weeks to fully review your 2024 books. By the end you will have a 2024 Balance Sheet and P&L, and a fully functioning QuickBooks account ready for 2025 and beyond!

Get in Touch
Fill out the contact form below and hear from me within 24 hours.