QuickBooks Online ProAdvisor
Bookkeeping Packages
Essentials
Perfect for new businesses and sole proprietors.
- Monthly bank reconciliations (for 1 account)
- Credit card reconciliation (for 1 account)
- Transaction reconciliation
- Monthly financial statements
- QBO support
- Email support
- Annual tax ready package
Best for businesses with under 100 transactions per month.
Growth
For growing businesses that need more support.
- Everything in Essentials
- Accounts receivable support
- Accounts payable tracking
- Monthly financial review calls *(as needed)
- Priority email support
- Annual tax ready package
Best for growing service businesses, contractors and trades.
MOST POPULAR
Premium
For established businesses ready to scale.
- Everything in Growth
Custom management reports - Cash flow monitoring
- Quarterly strategy meetings
- Highest priority email support
- Annual tax ready package
Best for multi-employee businesses and companies focused on growth.
Core Bookkeeping Services
- Monthly & Quarterly Bookkeeping
Ongoing bookkeeping support tailored to your business size. Offering flexible monthly plans for growing businesses and quarterly oversight for small businesses.
- Account Reconciliation
Regular bank, credit card, and account reconciliations to ensure complete accuracy across all your financial records.
- Accounts Payable (AP) & Receivables (AR)
Managing bill payments and tracking client invoices so your cash flow remains healthy and on schedule.
- Monthly Financial Reporting
Financial statements delivered every month to help you make confident, informed business decisions.
Specialized Solutions & Add-Ons
- Catch-Up & Cleanup Services
Jackie’s specialty! If your QuickBooks Online accounts are months behind or need expert fixing, I jump in to clean up and organize your books.
- QuickBooks Online Setup
Help setting up a clean, organized QuickBooks Online system so your chart of accounts, workflows, and reporting tools support the way your business operates.
- 1099 Preparation
Streamlined year-end 1099 vendor preparation and reporting to keep your business fully compliant at tax time.
- Third-Party Payroll Setup & Management
Complete payroll coordination using trusted third-party systems such as Gusto, OnPay, or ADP so your team is paid on time, and payroll details stay organized.
- Strategic Advisory Services
Forward-looking financial insight and regular review calls to help you plan ahead, spot opportunities, and increase profitability.
- Other Flexible Support
Quarterly service options are available for sole proprietors and small businesses who need reliable bookkeeping oversight without a full monthly package.
Bookkeeping Services Built Around Your Business
During your free initial consultation, I’ll learn about your business, understand your bookkeeping needs, and create a flexible QuickBooks Online bookkeeping package designed around your operational goals and budget.
Getting Started is Simple
Step 1: Share Access
Grant secure Accountant access to your QuickBooks Online account so I can review your books and get your bookkeeping services set up.
Step 2: Clean Up & Review
I’ll review and clean up your QuickBooks Online bookkeeping, correct errors, and organize your accounts for accurate financial reporting.
Step 3: Monthly Financial Review
Each month, we’ll review your financial statements together so you understand your numbers and can make confident business decisions.
