Consultation Services
Custom Dashboard Builds. QuickBooks Consulting. 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
QuickBooks Consulting
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. As a certified QuickBooks ProAdvisor (Gold Tier), I help small business owners get their books in order so their numbers actually mean something.
QuickBooks Setup - 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.
QuickBooks Cleanup - 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 QB Consulting - 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