Plan 3: Expert Support

Your Focused Partner for Strategic Growth

This plan is for existing business owners who are ready to make a change. It provides the hands-on support you need to troubleshoot financial issues, master Quickbooks Online, and strategically plan for the future.

This is for you if you...

• Are actively working to improve your accounting practices or solve specific financial issues.

• Have a mess in Quickbooks Online that you need help fixing.

• Want to go beyond simple questions and learn how to implement real, lasting change in your business.

• Are interested in proactive tax planning to help you reduce your tax burden.

• Are feeling stuck and are unsure how to move your business forward.

• Would like to train your internal staff on how to use Quickbooks Online efficiently.

What you will accomplish:

• Achieve peace of mind: Take control of your business's finances and feel confident that your numbers are clean and correct.

• Prepare for tax season: Get ready for filing your business and personal tax returns without unpleasant surprises, thanks to proactive tax planning.

• Save money: Train your internal staff on Quickbooks Online, which can save you money compared to hiring an outside firm for monthly bookkeeping.

• Feel supported: Gain the confidence to take the next step in your business, knowing you have a dedicated partner to guide and support you.

With this plan, you get:

• Up to 3 hours of advisory time per month.

• Two one-hour meetings (phone or video) each month.

• Unlimited check-ins via text, email, voice message, or phone calls.

• A fast response time: Get a response to your questions within 24 hours.

• Useful templates to help you get started.

• Personalized support for everything from new business setup to tax planning.

• Proactive guidance: Receive monthly emails with useful business information, actionable advice, and questions designed to initiate your business's evolution.