To celebrate accepting new clients for the first time in over a year, I’m including your first year of QBO Lite—my exclusive version of QuickBooks Online, with every new setup.
This offer is only available in September and spots are limited.
(Available for new QuickBooks setups only.)
✅ Perfect for recording transactions after they happen. No customer or invoicing features.
✅ Ideal for keeping clean records, running reports and spotting trends.
✅ QBO Lite is only available through me—you can’t buy it directly from Intuit.
✅ Normally $250/year, and the cheapest comparable Intuit plan is $456/year.
Whether you just need a clean start or a fully customized setup, we’ve got you covered.
Premium Setup
Best for busy entrepreneurs who want their books buttoned-up and ready for monthly bookkeeping.
What's Included
✓ Guided intake & bank feed setup
✓ Manual Imports of accounts
✓ Custom Assets, Liability and Equity accounts with beginning balances entered and reconciled
✓ Chart of Accounts (COA) aligned with tax forms and previous reports
✓ Secure document storage built into the software
Plus
✓ 2 Live sessions where we can collaborate or I can work solo to get your data entered ($1000 value)
✓ Hands on support to begin classifying transactions and reconciling. More time means we can get more done.
✓ Strategy opportunity to align your Chart of Accounts (COA) books with your business model and goals
Essentials Setup
Best for entrepreneurs who want confidence and collaboration as they launch.
What's Included
✓ Guided intake & bank feed setup
✓ Manual Imports of accounts
✓ Custom Assets, Liability and Equity accounts with beginning balances entered and reconciled
✓ Chart of Accounts (COA) aligned with tax forms and previous reports
✓ Secure document storage built into the software
Plus
✓ Live 1:1 session ($500 value)
✓ Hands on support to begin classifying transactions and reconciling
✓ Opportunity to customize your Chart of Accounts (COA) so you can track what matters most for your goals and budget
Bare Bones Setup
Best if you just need a clean starting point—and already feel confident using QBO with no support.
What's Included
✓ Guided intake & bank feed setup
✓ Manual Imports of up to 2 accounts
✓ Custom Assets, Liability and Equity accounts with beginning balances entered and reconciled
✓ Chart of Accounts (COA) aligned with tax forms and previous reports
✓ Secure document storage built into the software
Need extra support?
Additional work sessions are available for $500 each
🔓 Step 2 unlocks when your account is fully up to date
We help creative entrepreneurs set up QuickBooks Online with clarity and confidence—so you can finally feel in control of your money and your future.
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