1-3  Bank/Credit Card Accounts 

50 - 200 Transaction

Review and Categorize all Bank/Credit Card Transactions 

Monthly Bank Reconciliation 

Profit & Loss Statement

Balance Sheet

$250 - $400

For small clinics with minimal transactions and a few accounts, ensuring a solid financial base

3-5 Bank/Credit Card Accounts 

200 - 400 Transactions

Review and Categorize all Bank/Credit Card Transactions

Monthly Bank Reconciliations 

Profit & Loss Statement

Balance Sheet

$400-$800

For growing practices with moderate transactions and multiple accounts, keeping finances steady and strong.

 5 + Bank/Credit Card Accounts

 400 + transactions

Review and Categorize all Bank/Credit Card Transactions 

Monthly Bank Reconciliations 

Profit & Loss Statement

Balance Sheet

$800 - $2000

For high-volume clinics with multiple accounts, providing detailed tracking for optimal financial health.

Does your bookkeeping feel like a tangled mess?  

Have you fallen behind on recording transactions?

Here's what I'll do:

🦀 Dive Deep into Your Quickbooks: 

I'll review Quickbooks Online account and identify areas that need improvement.

🦀 Craft a Personalized Action Plan: 

I'll create a roadmap to get your cleaned up, books caught up, and running smoothly.

This initial conversation allows us to get to know each other and helps me understand your business's unique financial needs and pain points. 

Following our chat, I'll take a peek into your QuickBooks Online. This helps me see how things are currently organized and what areas could be improved. With this knowledge, I can tailor a plan to give you the clearest possible picture of your finances.

You will receive a customized proposal with for monthly bookkeeping.  

I'll send you a service agreement to make things official. Then, we can jump right in and get your bookkeeping on track!