CLarity Session 1
Invoices & Payments
Review and fix how invoices, customer payments and deposits should be recorded in QuickBooks.
Price: $185
*for one 75 min live screen-sharing session
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Business owners already using QuickBooks Online who invoice customers or collect payments through a POS system and want their sales and deposits recorded correctly.
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Invoice setup and structure (if applicable)
Product and Services mapping (starter set)
Recording payments correctly in QuickBooks Online
Understanding deposits from POS systems and payment processors (QBO Payments, Stripe, Square, PayPal, ACH and Checks)
Matching payments and deposits so reports make sense
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This session focuses on set up and guidance going forward.
It does not include historical clean up or deep troubleshooting. -
A 30-minute follow up session for $75
Apply up to $150 of this session toward monthly bookkeeping services (*When you sign up within 30 days of session)
CLarity Session 2
Expenses & Payments
Get clear on bills, expenses, reimbursements and vendor payments without confusion.
Price: $175
*for one 75 min live screen-sharing session
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Business owners already using QuickBooks Online who want to correctly record bills, and vendor payments without confusion.
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-When to use expense vs. bills
Vendor setup and organizations
Categorizing expenses correctly (COGS v.s operating expenses)
Recording reimbursements and personal payments properly
Understanding Accounts Payable & payments reconciliation (if applicable)
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This session focuses on set up and guidance going forward.
It does not include historical clean up or deep troubleshooting. -
A 30-minute follow up session for $75
Apply up to $150 of this session toward monthly bookkeeping services (*When you sign up within 30 days of session)
Clarity session 3
Chart of Accounts
Clean up your account structure so reports actually make sense.
Price: $165
*for one 60 min live screen-sharing session
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Business owners already using QuickBooks Online, whose reports don’t make sense and want a clean, organized Chart of Accounts that reflect their business correctly.
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Reviewing your current Chart of Accounts
Identifying duplicate, unused, or misnamed accounts
Explaining which accounts matter and which don’t
Aligning accounts so your P&L and Balance Sheet are easier to read
Clarifying how to categorize transactions correctly going forward.
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This session focuses on set up and guidance going forward.
It does not include historical clean up or deep troubleshooting. -
A 30-minute follow up session for $75
Apply up to $150 of this session toward monthly bookkeeping services (*When you sign up within 30 days of session)
CLarity Session 4
Bank Reconciliations
If you need to align bank and credit card balances, learn how to do so with confidence.
Price: $195
*for one 75 min live screen-sharing session.
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Business owners already using QuickBooks Online whose bank or credit card balances do not match and want to understand how to reconcile correctly and confidently.
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How bank and credit card reconciliations work in QuickBooks Online
Why balances don’t match and how to fix the issue
How to identify and prevent duplicated or outstanding transactions
Understanding opening balance differences and common reconciliation errors
A clear, repeatable reconciliation process you can follow each month
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This session focuses on set up and guidance going forward.
It does not include historical clean up or deep troubleshooting. -
A 30-minute follow up session for $75
Apply up to $150 of this session toward monthly bookkeeping services (*When you sign up within 30 days of session)
CLarity Session 5
Troubleshooting & Diagnostics
Let’s identify whats not working and get a clear plan for next steps.
Price: $275
*for one 90 min live screen-sharing session.
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Business owners already using QuickBooks Online who aren’t sure what’s wrong with their books, have multiple issues, or don’t know which area needs attention.
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Reviewing your QuickBooks Online file to identify problem areas
Troubleshooting issues across sales, expenses and reconciliations
Understanding why reports don’t look right
Clarifying what’s right, what’s not and what needs attention
Creating a clear action plan for next steps
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This session focuses on set up and guidance going forward.
It does not include historical clean up or deep troubleshooting. -
A 30-minute follow up session for $75
Apply up to $150 of this session toward monthly bookkeeping services (*When you sign up within 30 days of session)