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OUR SERVICES
Monthly Services
Monthly Budgeting
budgeting
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Create a budget to keep track of expected revenue and expenses
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Compare and point out items that are off track. Adjust budget as needed.
inventory
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Keep inventory records updated
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Reordering warning services available
Personal Financials
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Create a budget
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Track your bank transactions
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Meet, phone call or do a zoom meeting talk about the reports
One-Time Services
One-Time Accounting Software Set up
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Set up a cloud file system.
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Customize Chart of Accounts.
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Move old information to QuickBooks online.
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One time in person or zoom meeting.
Real Estate Investor QB Set Up $150
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Go over real estate investor checklist.
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Help setting up QB Online and go over accounting reports.
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One time in person or zoom meeting (3 hours max).
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