Operational and Project Management
Project Basics
Provide Project Documents and Limited Assistance
This package is designed to help you run your project. You will be the point person, and we will be your support.
Fractional Operations Manager
Remote and Onsite Management Available
Customized to your business needs.
Project Management
Professional Project Management. From planning and initiation to the conclusion.
QuickBooks ProAdvisor - Beyond Bookkeeping
Advanced Administrative Support
Advanced Administrative Task
Spreadsheet Management
Need help with Microsoft Products or
Google Workspace, we do that too.
Beyond Bookkeeping
This package is designed for the one-person show. If you are a solo entrepreneur needing assistance with your paperwork, budgeting, forcasting bookkeeping, and understanding your reports, this is the package for you.
- QuickBooks set up
- QuickBooks ProAdvisor Service
- Record Expenses (accounts must be linked)
- Reconcile up to 4 accounts
- Teach you how to create and send invoices.
- Assist with Sales Tax reporting
Bookkeeping Plus
This package is tailored to your needs and may include some or all of the items listed, plus additional customization.
- QuickBooks set up
- QBO ProAdvisor Service
- Set up QB rules
- Assist with Sales Tax reporting
- Assist with Payroll Reports
- Assist with 940/941 Filings
- Reconcile Accounts
- Training
- Provide Monthly Reports (for your CPA review and internal use)
- Prepare Books for your CPA
We use Microsoft Project and/or Monday for Project Management. We are Advanced and Expert Level users of Microsoft, Google Product, and Intuit Products. Pricing is based on individual client needs. The above pricing is estimated, your pricing may be different depending on your company's desired services.