We offer 3 tiers of 1 on 1 consulting/training services:
- Basic Setup and QuickBooks Online Training at $395 (with an experienced QuickBooks ProAdvisor / Bookkeeper)
- Advanced QuickBooks Consulting / Troubleshooting at $750 (with an Accountant / Advanced ProAdvisor)
- Integrated Services at $1,500 (with Hector Garcia CPA)
Basic Setup and QuickBooks Online Training
This is the most common services that we perform for startups and customers that are brand new to the QuickBooks Online platform; monthly people that using QuickBooks Online Simple Start or Essentials. The most typical things that we do:
-Connect banks and credit cards
-Setup Chart of Accounts
-Setup Customer list and Vendor list
-Setup new products and services
-Create estimate, invoices, and customer payments
-Categorize expenses and other transactions downloaded from the bank
-Create basic financial reports
-Using tags to create specialized reports
-Setup BASIC payroll
Cost is $395 for a 2-hour 1 on 1 session via Zoom or TeamViewer & Telephone. With an experience bookkeeper from Hector’s team
Advanced QuickBooks Consulting / Troubleshooting
This is the most common services that we perform for startups and customers that are brand new to the QuickBooks Online platform; monthly people that using QuickBooks Online Plus/Advanced or QuickBooks Desktop Pro, Premier, Enterprise. The most typical things that we do:
-Inventory Management
-Custom Report with built-in tools
-Troubleshooting banking and reconciliation issues
-Making high level adjustments
Cost is $750 for a 2-hour 1 on 1 session via Zoom or TeamViewer & Telephone. Our Consultants available for this service are:
Alejandro Diaz
Alexander Hiller
Integrated Services
Cost is $1,500 for a 90-min 1 on 1 session via Zoom or TeamViewer & Telephone. Our Consultants available for this service are:
Hector Garcia