Services
Custom Data Dashboards
Bookkeeping
Overview: The goal of this program is to build a custom performance dashboard for your company.
Description of Services: You are engaging us to complete The Dashboard Roadmap. Our services include creation of an ROI dashboard. This includes:
Onboarding Questionnaire – Deep dive into business metrics & goals
6 Biweekly Core Calls – Custom-built to track revenue growth & business success
Cloud-Based Dashboard – Live, integrated data tracking
Assigned Business Mentor – 1:1 guidance & ROI analysis
Next Steps Call (Week 10) – Roadmap for continued success
We perform the Services in three phases:
Phase 1: STRUCTURE (Weeks 1-4) – Business Analysis & Dashboard Blueprint
Phase 2: STOP (Weeks 5-8) – Dashboard Build & ROI Checkpoints
Phase 3: START (Weeks 9-12) – Optimization & Next Steps
Overview: You are hiring us to complete bookkeeping services.
Description of Services: Under this Statement of Work (SOW), we will provide bookkeeping services for your business utilizing QuickBooks Online (QBO). Specifically, we will provide:
Transaction Recording
Bank and Credit Card Reconciliations
Financial Reporting
QBO Set up (additional fee)
QBO Clean up (additional fee)
Pricing
Custom Data Dashboards start at $5,000 for the 90 day Dashboard Roadmap,
Monthly Maintenance Packages start at $197/month
Mentorship Packages start at $500/month
Pricing
Bookkeeping services start at $300/month.
QBO Set UP starts at $500
QBO cleanup - price depends on multiple factors. Contact us for a quote