(510) 773-2963 jody@fitbookspro.com

Our Packages

We offer three different packages to help you accelerate your wealth.

All packages must be preceded by a QuickBooks file setup (for creation of a new QuickBooks Online (QBO) file from your existing QuickBooks Desktop file) -OR- a QuickBooks file review (for analysis of your existing QBO file).

WEALTH 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

WEALTH 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

WEALTH GENERATOR 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