Before quoting any ongoing bookkeeping engagement or one-time project, I conduct a thorough diagnostic review of your current books and QuickBooks Online file (if applicable). This is the foundation of our work together.

This review includes:

• A detailed examination of your current bookkeeping setup and QuickBooks Online file

• Identification of issues, gaps, errors, and areas needing immediate attention

• A clear, easy-to-understand report with findings and prioritized recommendations

• A precise scope of work and fixed-price quote for the recommended next steps

The diagnostic gives both of us complete clarity: you’ll understand exactly what needs to be done and what the investment will be, while I ensure the solution is tailored specifically to your situation.

Special offer: If you decide to move forward with a monthly bookkeeping package (Core, Gold, or Plantinum) or a one-time project within 30 days, 50% of the diagnostic fee will be credited toward that service.

This ensures you only pay the full cost of the diagnostic if it doesn’t lead to further work with me.

Typical investment: $597 – $997 (one-time)

Duration: Usually completed within 5–10 business days

All diagnostic reviews are performed personally by me, a licensed CPA with extensive experience in financial analysis and internal controls.

New to QuickBooks Online or switching from another system? I’ll build you a clean, professional, and scalable foundation so your books are accurate from day one.

I will set up your company file, optimize your Chart of Accounts, and configure workflows and automations,

Typical investment: $997 – $2,097 (one-time)

Final pricing is determined after the Diagnostic Review and is based on the complexity of your business, number of accounts, and training needs.

This service includes:

• Professional Chart of Accounts setup tailored to your business

• Workflow configuration and automation setup

• Data migration (if needed) and system cleanup

• Personalized walkthrough of your QuickBooks Online file after setup: how to view reports, how we will exchange documents, and what to leave untouched so the books stay accurate. Included during the first 30 days after setup. I do the bookkeeping; you do not enter or recode transactions.

Perfect when you’ve fallen behind and need to get your books accurate, organized, and fully compliant.

I will reconcile your accounts, correctly categorize transactions, clean up any errors or inconsistencies, and bring your QuickBooks Online file up to date.

Catch-Up & Cleanup Bookkeeping Policy

Catch-up projects are based on number of months requiring catch up, quantity of bank & credit card accounts, average monthly transactions, complexity, level of detail needed, and initial diagnostic results.

Typical Investment for example: 3 months of catch-up needed in already established QuickBooks Online account with up to 3 bank & credit card accounts with average of 50-75 transactions per month and low complexity would start at a minimum of $2100.

(Quoted after a paid Diagnostic Review).

A poorly designed or outdated Chart of Accounts is one of the most common reasons growing businesses get inaccurate financial reports and struggle with tax compliance.

I review, restructure, and clean up your entire Chart of Accounts in QuickBooks Online to deliver clear, accurate, and actionable financial insights you can actually trust.

This service includes:

• Comprehensive review and optimization of your current Chart of Accounts

• Restructuring accounts and categories for better reporting and decision-making

• Cleanup of misclassified transactions and system inefficiencies

• Creation of customized financial reports and dashboards that give you real visibility into your business

Note: If you are a new client onboarding to QuickBooks Online, this work is typically included as part of the QuickBooks Online Setup & Onboarding service.

Typical Investment: $697 – $1,497 (one-time)

Final pricing is determined after the Diagnostic Review and is based on the current state of your books and the complexity of your business.

Have a need that does not match the services listed above?

I selectively accept a defined QuickBooks Online project when it fits my expertise in bookkeeping, cleanup, and financial analysis — and when the deliverable is clear before we start.

Examples of custom work I may consider:

• Complex transaction reconstruction or cleanup that goes beyond a standard catch-up

• A specific report or package with an agreed scope and deadline

I do not take open-ended legal-support or paralegal work.

Important note: All custom projects require a paid Diagnostic Review first. Custom work is quoted individually and is accepted only when it fits my current capacity and the clients I serve.