FREE CONSULTATION

My account

[woocommerce_my_account]

Ongoing Support

What's included

Light ongoing support to help you stay on track after setup, without turning into a full-service bookkeeping engagement.

Support structure

  • Email support (up to 30 days post-setup) for setup-related questions
  • Monthly "Ask my Bookkeeper" check-in (30 min) for the first 2 months
  • Guidance on QuickBooks navigation and troubleshooting related to your setup
  • Best-practice answers to help you correctly maintain your books internally
  • RIA Bookkeeping Playbook (included)