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Robert Pozen

"Priorities are the yearly
goals that I'm most
interested in achieving,
then they become operationalized through weekly goals. "

Yearly Cleanup Service includes:

  • Entry, cleanup, & oversight of transaction allocation

  • Bank, Credit Card, & Loan Statement Reconciliations

  • Journal Entries and Trial Balancing Accounts

  • Thorough & detailed analysis of reports 

  • Talk time to go over reports before Tax Accountant

  • To start: 50% down payment, materials, & signed quote

  • 3 Easy Package Deals  & Custom Quoting Options

 

YEARLY CLEANUP SERVICE

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MONTHLY BOOKKEEPING SERVICE

Winston Churchill

“However beautiful the strategy,
you should occasionally
look at the results.”
 

Monthly Bookkeeping includes:

  • Monthly entry, cleanup, & oversight of transaction allocation

  • Bank, Credit Card, & Loan Statement Reconciliations

  • Journal Entries and Trial Balancing Accounts

  • Thorough & detailed analysis of reports 

  • Talk time to go over reports

  • 12 month contract with automatic payments on the 1st of the following month & automatic renewal

  • Previous month catchup available

  • ETA 5-10 business days

  • 3 Easy Package Deals

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QB HELP SERVICE

"Our prime purpose in this life is to help others. And if you can't help them, at least don't hurt them." 
 

Dalai Lama

QB Help Service Includes:

  • Up to 40 hour yearly contracts

  • Paid in monthly increments over 12 months 

  • Unused hours are forfeit at the end of yearly contract

 
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QB TRAINING

 
“Knowledge is power. Information is liberating. Education is the premise of progress, in every society, in every family. "

Kofi Annan

QB Training Includes:

  • 2 hour sessions through Screenshare

  • Up to 3 people at a time  

  • Starts @ $75 per hour 

  • Training Check List

TESTIMONIALS

                                   QuickBooks Online                Subscriptions
 
 
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