Frequently asked questions.

What do you charge?

Packages start at $200/month. Your package is customized to your needs and budget. Your monthly fee is a fixed price. I don’t charge extra for phone calls, emails, etc.

What version of QuickBooks do I need?

I work exclusively in QuickBooks Online. If you do not use QuickBooks Online, as a QuickBooks Certified Advisor, I can get you set up with a reduced subscription rate.

I already use QuickBooks online. Can you get me a reduced rate?

If you already have QuickBooks Online, I can’t do anything about your rate. But you have chosen a good platform, so it’s very easy to give me access to get started.

How often do you update my financials?

Clients receive monthly financials by the 15th (usually faster) of the following month. These real-time numbers give you information to base decisions on and avoid cramming to pull information together at the end of the year.