(510) 773-2963 jody@fitbookspro.com

​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

What You Get

  • Transaction Processsing including Accounts Payable
  • Monthly Reports Package
  • Monthly Review Call
  • Annual Budget & Business Planning
  • Plus: Monthly Cash Flow Report
  • Plus: Year-end 1099 preparation

Tech Stack

  • QuickBooks Online (QBO) monthly subscription
  • ReceiptBank monthly subscription
  • Plus: Bill Pay for QBO powered by Bill.com

Optional Add On Fees

  • E-Document Storage
  • After-the-fact payroll entry (note: you must have a full-service payroll provider in place; we do not offer payroll services).

Fee: $950 per month