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Our Packages
We offer three different packages to help you accelerate your wealth.
All packages must be preceded by a file setup for QuickBooks (for creation of a new QuickBooks Online (QBO) file from your existing QuickBooks Desktop file) -OR- a file review for QuickBooks (for analysis of your existing QBO file).
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BUSINESS TRACKING PLAN
Choose this plan if you want to answer these questions:
- What are my monthly income and expenses?
- Am I making a profit?
Consider this plan if your annual gross billings or revenues are in this range: $99,000 per year and below
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BUSINESS REVIEW PLAN
Choose this plan if you want answers to these questions:
- What are my monthly income and expenses?
- Am I making a profit?
- Where do I see my business in six months to a year?
Consider this plan if your annual gross billings or revenues are in this range: $100,000 – $250,000
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BUSINESS GROWTH PLAN
Choose this plan if you want answers to these questions:
- What are my monthly income and expenses?
- Am I making a profit?
- Where do I see my business in six months to a year?
- If I reached my revenue goals, what would that do for me?
- What challenges is my business facing and how can I address them?
Consider this plan if your annual gross billings are in this range: $251,000 and up