Focused Accounting Answers for Your Books

Sometimes you want a second set of eyes on your books so you can understand what’s really going on and what needs attention.

The Quick Fix Plan gives you a focused working session where we look at your numbers together and sort out what matters most.

When Something Isn’t Adding Up

Every now and then, something in your books makes you pause. Nothing dramatic, just a feeling that a number looks off or something isn’t matching what you know about your business. You want to understand what you’re seeing and get a clearer sense of what needs attention.

You might notice things like:

A balance or total that doesn’t look the way you expected
Categories that feel messy or inconsistent
Reports that raise questions you can’t quite put your finger on
A few transactions that you want to double check
Numbers that make you stop for a moment, even if you’re not sure why
A sense that you should review things before you hand anything to your CPA
Wanting a clearer picture of what’s happening before you decide your next step

This isn’t about doing everything yourself. It’s about having someone walk through your books with you so you can see what is happening and what matters most right now.

A Focused Working Session

The Quick Fix Plan gives you a guided working session to understand your books and decide what matters most right now.

You share your screen and stay in control of your QuickBooks Online file
We walk through your numbers together, step by step
You can ask questions as they come up, in real time
We look at reports, balances, and activity connected to what brought you in
You leave with the top 3 issues, ranked by priority
You receive a one page overview of the top 3 issues, so you have it in writing
You also get the call recording and transcript to revisit later

This session isn’t about fixing everything at once. It’s about understanding what matters most right now, so you know where to focus and what can wait.

What This Session Helps You Do

Top Priorities

You leave with your top 3 fixes ranked by priority, so you know what matters most in your QuickBooks Online file.

Clear Next Steps

You receive a one-page overview that outlines the top 3 priorities and what each one affects, so you know where to focus next without guessing.

Session Replay

You get the full call recording and transcript, so you can revisit the details whenever you need to.

How the Quick Fix Plan Works

Step 01

Book Your Session

Choose the level that matches your number of QuickBooks Online files, then book your session and receive a short agenda so you know exactly what we’ll cover on the call.

Step 02

Review Your Books

We walk through your QuickBooks Online file together, answer questions as they come up, and identify the top three issues ranked by priority, along with a one-page overview of what each issue is.

Step 03

Leave With Clear Direction

You leave the call with better context around what you’re seeing in your books and a clearer sense of where to focus your attention next.

Quick Fix Plan Levels

Level 1

$297

Per Session

A focused working session for one QuickBooks Online file with clear priorities and written next steps.

1 hr session
A guided walkthrough
1 QuickBooks Online file
Top three priorities to address
Written summary of three priorities
Full session recording

Level 2

$594

Per Session

A guided working session for two QuickBooks Online files with clear priorities for each.

1 hour 45 mins session
A guided walkthrough
2 QuickBooks Online files
Top three priorities to address per file
Written summary of three priorities
Full session recording

Level 3

$891

Per Session

A comprehensive working session covering three QuickBooks Online files with clear priorities across entities.

2.5 hours session
A guided walkthrough
3 QuickBooks Online files
Top three priorities to address per file
Written summary of three priorities
Full session recording

Is the Quick Fix Plan Right For You?

This session is a great fit if:

You use QuickBooks Online and want a professional set of eyes on what you’re seeing.
You’ve noticed a few things that don’t look right and want help understanding what’s going on.
You want someone experienced to walk through your books with you without taking over your accounting.
You want to make sure nothing important is being missed before you make your next decision.
You’re comfortable taking action on your own once you know what matters most and what needs attention first.

It’s not the right fit if:

You need someone to fix the issues for you right away.
You’re looking for cleanup work, monthly bookkeeping, or deep training (those are covered in our other offers).
You use QuickBooks Desktop or another platform. This session is only for QuickBooks Online.
You want long-term, ongoing support built into the price.

You want a full audit or a long list of everything that needs improvement (this session focuses on the top 3 priorities so you’re not overwhelmed).

When You Want Things to Make More Sense

You don’t have to sort through your numbers on your own or keep wondering if something needs attention.

The Quick Fix Plan gives you a focused space to look at your books with someone who knows what to check, what matters, and what doesn’t. Nothing long term. Nothing overwhelming. Just real support for the questions you’re already carrying.

If you’re ready to understand what’s going on in your QuickBooks Online file and walk away with the top 3 things to focus on, this is your next step.

Focused Accounting Answers for Your Books

When Something Isn’t Adding Up

A Focused Working Session

What This Session Helps You Do

Top Priorities

Clear Next Steps

Session Replay

How the Quick Fix Plan Works

Step 01

Book Your Session

Step 02

Review Your Books

Step 03

Leave With Clear Direction

Quick Fix Plan Levels

Level 1

$297

Per Session

A focused working session for one QuickBooks Online file with clear priorities and written next steps.

Level 2

$594

Per Session

A guided working session for two QuickBooks Online files with clear priorities for each.

Level 3

$891

Per Session

A comprehensive working session covering three QuickBooks Online files with clear priorities across entities.

Is the Quick Fix Plan Right For You?

When You Want Things to Make More Sense

Free [x]

Lead Magnet Title Goes Here

Free [x]

Lead Magnet Title Goes Here

Free [x]

Lead Magnet Title Goes Here

Free [x]

Lead Magnet Title Goes Here

Free [x]

Lead Magnet Title Goes Here

Free [x]

Lead Magnet Title Goes Here