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Templates and toolkits
Instant downloads you can use on your own. Pay securely by card at checkout, and your download link appears right away and arrives by email.
Film Production Toolkit for QuickBooks Online
$89 $79
Launch price through December 31. Regular price $89 starting January 1.
Everything you need to set up and run a film or video production’s books in QuickBooks Online: an 11-page setup guide, a setup checklist, ready-to-import charts of accounts for an owned film or a work for hire, a Products & Services import file, a Purchase Order Log and a Petty Cash Log. Read the free guide How to Set Up QuickBooks Online for Film Production Accounting first.
Instant download. Works with QuickBooks Online Plus or Advanced.
Creative Bookkeeping Kit
$35 $29
Launch price through December 31. Regular price $35 starting January 1.
A simple income, expense and mileage tracker built for artists, designers, photographers, writers and musicians, with a monthly summary, a suggested tax set-aside and a checklist of 25 deductions creatives often miss.
Instant download. Works in Excel and Google Sheets.
Year-End Tax Organizer and 1099 Tracker
$35 $29
Launch price through December 31. Regular price $35 starting January 1.
Get everything ready for your tax preparer in one place: a year-end tax checklist, a log for quarterly estimated taxes, and a W-9 and 1099 tracker that flags which contractors need a 1099-NEC in January.
Instant download. Works in Excel and Google Sheets.
Services
Book QuickBooks Online help directly, at a set price. Pay securely by card or bank transfer through QuickBooks, and I’ll email you within one business day to schedule.
QuickBooks Online Training
From $210
One-on-one QuickBooks Online training over Zoom, built around your own business and your own books. We’ll cover what you actually use, such as invoicing, paying bills, categorizing transactions, reconciling and running reports, and skip the parts you’ll never need.
Use the hours in one session or spread them out. Some people pick it up quickly and others need more time, so we go at your pace. The more hours you buy, the lower the hourly rate.
Opens a secure QuickBooks checkout in a new tab. After paying, complete your intake form here.
QuickBooks Setup + Training for Creatives
$495
For artists, photographers, designers, musicians, writers and filmmakers. Before we meet, I’ll set up your QuickBooks Online with income and expense categories built for creative work and set you up to track 1099 income.
Then, in a 90-minute Zoom session together, you’ll connect your bank and credit card feeds, we’ll set up rules so transactions sort themselves, and I’ll show you how to keep it up on your own.
Opens a secure QuickBooks checkout in a new tab. After paying, complete your intake form here.
QuickBooks Check-Up
$295
Already using QuickBooks Online? A one-time review of your file by an experienced bookkeeper and QuickBooks ProAdvisor. I’ll look at your chart of accounts, bank and credit card reconciliations, uncategorized and duplicate transactions, open invoices and bills, and your Profit & Loss and Balance Sheet.
You’ll get a written list of what needs fixing and how to fix it, plus an estimate of how much work it will take to get your file up to date and current. You’ll add me as an accountant user in QuickBooks Online so I can review your file.
Opens a secure QuickBooks checkout in a new tab. After paying, complete your intake form here.
Catch-Up Bookkeeping Assessment
$150
Behind on your books and not in QuickBooks yet? I’ll review your accounts, statements and records, figure out how far behind you are, and tell you what it will take to get caught up, with a quote and a realistic timeline.
If you go ahead with the catch-up work, the $150 is credited toward your project. Read more about how catch-up bookkeeping works.
Opens a secure QuickBooks checkout in a new tab. After paying, complete your intake form here.
Not sure which one you need?
Book a free call and tell me where your books stand. I’ll point you to the right fit, or to my monthly bookkeeping service if you’d rather not do the books yourself.