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 forensics 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, configure workflows and automations, and provide personalized training for you and your team.

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 training and ongoing support during your first 30 days

Smooth handoffs and confident teams start with the right training. Whether you’re onboarding a new bookkeeper, switching systems, or bringing your current team up to speed in QuickBooks Online, I’ll deliver personalized training that actually sticks.

I’ll create a custom training plan tailored to your business processes, your team’s skill level, and your specific QuickBooks Online setup. Training can be delivered live (virtual or in-person), recorded for future reference, or a combination of both.

This service includes:

• Assessment of current team knowledge and workflow gaps

• Customized training sessions (one-on-one or group) focused on your exact processes

• Step-by-step guidance on daily transactions, reconciliations, reporting, and best practices

• Custom quick-reference guides or recorded video tutorials for ongoing use

• Post-training support period (usually 30 days) for questions and reinforcement

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

Pricing depends on the number of people being trained, complexity of your workflows, and whether it’s delivered live or as a self-paced package with recordings.

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 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 unique situation or specialized need that doesn’t fit the services listed above?

I selectively accept custom projects that align with my expertise in QuickBooks Online bookkeeping, financial cleanup, compliance, and in-depth financial analysis.

Examples of custom work I commonly support:

• Forensic-level financial organization and asset tracing for business disputes or transitions (divorce, partnership dissolutions, buyouts, etc.)

• Complex transaction reconstruction and normalization of financials

• Multi-entity or multi-location bookkeeping setup

• Specialized reporting for lenders, investors, or legal matters

Important Note: All custom projects require a paid Diagnostic Review first. Custom work is quoted individually and is only accepted when it fits my current capacity and ideal client profile.