Consultation Services
Custom Dashboard Builds. Consulting for QuickBooks. Strategic Financial Support.
Whether you need a quick dashboard fix, a full custom build, or help getting your QuickBooks books in order — every engagement is built around your actual situation, not a one-size-fits-all template.
Book a free 30-minute discovery call and we'll figure out exactly what you need.
Quick Fix Consultation
Price: $29
Best for: Small business owners or individuals who have a specific dashboard issue, formula error, or financial question they need resolved fast.
Description: A focused session to diagnose and fix one specific dashboard or financial issue. You bring the problem — we bring the solution.
Includes:
30-minute video call or asynchronous support
Review of 1 issue, formula, or dashboard component
Post-call summary or screenshare
General improvement recommendations
Add-ons:
Follow-up revision or check-in: +$20
Next-day priority turnaround: +$10
Essentials Custom Build
Price: $79
Best for: Small business owners or individuals who know they need a custom dashboard but want to scope it out before committing to a full build.
Description: A 60-minute discovery call to map out your custom dashboard needs — whether for personal finance, business tracking, or reporting automation. Walk away with a clear solution roadmap and a quote for the full build.
Includes:
60-minute discovery call
Needs assessment + solution roadmap
Post-call summary with high-level design
Optional: starter file or visual concept
Full-build quote if desired
Add-ons:
Extra revision or implementation support: +$25
20-minute follow-up session: +$20
Consulting for QuickBooks
Clean books. Clear numbers. Confident decisions.
If your QuickBooks account is a mess, or you’re setting it up for the first time and want it done right, this is where to start. I help small business owners get their books in order so their numbers actually mean something.
Setup for QuickBooks - Starting at $150
New to QuickBooks? I’ll set up your chart of accounts, connect your bank feeds, configure your settings, and make sure everything is structured correctly from day one.
Cleanup for QuickBooks - Starting at $200
Books haven’t been touched in months? I’ll reconcile your accounts, fix miscategorized transactions, and get your records accurate and current.
Ongoing Consulting for QuickBooks - Starting at $150/month
Monthly check-ins to keep your books clean, your reports accurate, and your financial picture current. Ideal for small business owners who want ongoing support without hiring a bookkeeper.
Not sure which service is right for you? Book a free 30-minute discovery call and we’ll figure it out together.
Ready to book?
Full-Scope Custom Solution
Price: $149
Best for: Small business owners who need a complete, built-from-scratch financial dashboard or reporting system tailored to their specific business.
Description: A 60–90 minute strategic session to explore your business in depth. We'll identify your KPIs, data sources, and reporting needs — and deliver a full proposal and build quote for your custom dashboard solution.
Includes:
60-90 minute strategic session
In-depth exploration of business use case
Identification of KPIs, inputs, and data sources
Post-call summary + proposal for build
$50 credit toward any build over $299