Shop
One-time services, payable online. After payment, we write to you to schedule the meeting and gather the information needed.
Business finance and accounting consultation
Sixty minutes to discuss the financial and accounting issues of your business: reading your financial statements, organizing bookkeeping, tax questions, upcoming decisions.
What is included
- Sixty minutes by phone or video call
- A review of your financial statements
- Answers to your accounting and tax questions
- Directions and next steps
QuickBooks Online training
Sixty minutes by video call, in your own file: invoicing, expense tracking, bank reconciliation, financial reports.
What is included
- Sixty minutes by video call
- In your own QuickBooks file
- Invoicing, expenses and bank reconciliation
- Reading the financial reports
Xero training
Sixty minutes by video call to learn or deepen Xero: invoices, expenses, bank account reconciliation, reports.
What is included
- Sixty minutes by video call
- In your own Xero file
- Invoices, expenses and account reconciliation
- Reading the reports
QuickBooks/Xero accounting diagnostic
Targeted review of your QuickBooks or Xero file to identify errors, inconsistencies, and opportunities for improvement. Includes a preliminary file review, a 60-minute consultation, and prioritized recommendations. Any corrective work is a separate engagement.
What is included
- A preliminary review of your QuickBooks or Xero file
- Chart of accounts, bank accounts and reconciliations, taxes, receivables and payables
- A 60-minute meeting on the findings
- Prioritized recommendations
After payment
- We write to you to agree on a meeting date.
- You send us the information or access we need.
- The meeting takes place by phone or video call.
The paid meetings in the shop are separate from the fifteen-minute introductory call.