I’m a bookkeeping professional with over 14 years of experience supporting business owners with their financial management needs.
You’re in the right place if you…
You use or want to use QuickBooks Online for your business
You want to learn the most efficient way to complete your bookkeeping
You want to optimize your accounting software to get the most out of it
Open and honest feedback about how your business is doing so you can make informed decisions about your future.
A one-on-one session to address your questions or troubleshoot issues in your QuickBooks Online account.
Examples of questions past clients have used strategy sessions to answer:
Why isn’t my QuickBooks balance correct?
Should I be set up on payroll?
How do I categorize my transactions?
Investment: $297
Open and honest feedback about how your business is doing so you can make informed decisions about your future.
I’ll dive in and review the data and document my findings. You’ll get a clear picture of how your books.
Once the review is complete, you’ll receive the report with all of my findings and recommendations.
Investment: $597
Upgrade options: Video overview of findings and recommendations, one-on-one consulting/training session focused on resolving findings
This service level is best for the DIYer that wants on-going support for questions and periodic reviews of their books to make sure they’re well maintained.
Customization of your chart of accounts so it’s more intuitive and works for your business
Fine-tuning your advanced settings to optimize the functionality
2 hours of one-on-one remote training (via Zoom)
Focused training on the functions you actually use/need so you learn more in less time
Follow up sessions included so you don’t have to stress if you need a little extra help (2- 15 minute sessions to be booked within 1 year)
Optional upgrades: recordings of sessions and bookkeeping cheat sheets
This service level is best for the DIYer that wants on-going support for questions and periodic reviews of their books to make sure they’re well maintained.
Unlimited support so you can ask questions and get support whenever you need it
Quarterly review of books for assurance that everything is neat and tidy
Investment starts at $350 per month
The name Turquant (turquoise elephant) combines the calming strength of turquoise with the tenacity and determination of the elephant.
My goal is to help my clients face the challenges of their businesses and emerge with calm clarity.
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