
[Best for: Small businesses with light backlogs]
Includes:
Up to 200 transactions recorded monthly
Bank & credit card reconciliation
Paying bills via cash, check, credit card, or online portals
Free QuickBooks setup for new clients
100% remote service and flexible scheduling
Handled by a QuickBooks Certified ProAdvisor
Financial Reports: Profit & Loss, Balance Sheet, Cash Flow, AR/AP Aging, Transaction Details, Custom Reports
Monthly Packages — Flat Rate, No Hourly Surprises
[Best for: Small to mid-sized businesses with moderate activity]
Includes:
Up to 400 transactions recorded monthly
Bank & credit card reconciliation
Paying bills via cash, check, credit card, or online portals
Free QuickBooks setup for new clients
100% remote service and flexible scheduling
Handled by a QuickBooks Certified ProAdvisor
Financial Reports: Profit & Loss, Balance Sheet, Cash Flow, AR/AP Aging, Transaction Details, Custom Reports
[Best for: High-volume small businesses with complex finances]
Includes:
Up to 800 transactions recorded monthly
Bank, credit card & loan account reconciliation
Paying bills via cash, check, credit card, or online portals
Free QuickBooks setup for new clients
100% remote service and flexible scheduling
Handled by a QuickBooks Certified ProAdvisor
Financial Reports: Profit & Loss, Balance Sheet, Cash Flow, AR/AP Aging, Transaction Details, Custom Reports

Fix My Books (One-Time Payment)
[Best for: Small businesses with light backlogs]
Includes:
Up to 4 months of transactions, up to 150 transactions per month
Review and correct errors in accounts, transactions, and reconciliations
Organize chart of accounts for clarity
Fix missing or duplicate entries
100% remote service and flexible scheduling
Handled by a QuickBooks Certified ProAdvisor
Prepare Financial Reports: Profit & Loss, Balance Sheet, Cash Flow, Trial Balance, AR/AP Aging, Bank & Credit Card Reconciliation, Transaction Details, Custom Reports
[Best for: Small to mid-sized businesses with moderate backlogs]
Includes:
5–7 months of transactions, up to 400 transactions per month
Review and correct errors in accounts, transactions, and reconciliations
Organize chart of accounts for clarity
Fix missing or duplicate entries
100% remote service and flexible scheduling
Handled by a QuickBooks Certified ProAdvisor
Prepare Financial Reports: Profit & Loss, Balance Sheet, Cash Flow, Trial Balance, AR/AP Aging, Bank & Credit Card Reconciliation, Transaction Details, Custom Reports
[Best for: High-volume businesses or longer backlogs]
Includes:
8-12 months of transactions [MUST BE CURRENT YEAR], up to 400 transactions per month
Review and correct errors in accounts, transactions, and reconciliations
Organize chart of accounts for clarity
Fix missing or duplicate entries
100% remote service and flexible scheduling
Handled by a QuickBooks Certified ProAdvisor
Prepare Financial Reports: Profit & Loss, Balance Sheet, Cash Flow, Trial Balance, AR/AP Aging, Bank & Credit Card Reconciliation, Transaction Details, Custom Reports