Our Service

The Starting Line

For automotive business owners who want to know if they are profitable without touching QuickBooks Online. If you aren't where you want to be when it comes to predictable profit, covering expenses, or knowing if you can survive the slow months, this package is for you.

What you get

Weekly categorization & reconciliation → no more late nights in QuickBooks

Monthly Profit & Loss written in plain English → not accountant jargon

My custom "3 Numbers You Need to Watch” dashboard → Your financial health at a glance

Automotive business specific QBO rules and other AI implementation → even more time savings

The Value

Weekly Categorization & Reconciliation ($500-$600 Value)

Monthly P&L ($200 Value)

Custom Dashboard ($100 Value)

Business Specific QBO AI implementation ($300 Value)

Total Value = $1200-$1300/month

Your Price = $500-$600/month

The Performance Plan

For automotive business owners who want to grow without gambling on bad timing. If you already have a solid foundation and are looking to grow to the next level, this is the package for you.

What you get

Everything in The Starting Line, PLUS:

Monthly Cash Flow Snapshot → No more wondering if you can survive the slow months

Industry Benchmarking → Never wonder how you are doing compared to your competition again

Profit Margin Review on your last 10 jobs → See if you’re underpricing, losing money, or are in the sweet spot

Quarterly Growth Check-In Call → Plan big moves (new vehicle, new hire, ads) with confidence

The Value

Monthly Cash Flow Snapshot ($400 Value)

Industry Benchmarking: ($300 Value)

Profit Margin Job Review: ($300 Value)

Quarterly Growth Call: ($400 Value)

Total Value = $1200-$1300 + $1400/month =$2700/month

Your Price = $1000/month

The Profit Accelerator

For automotive business owners who want to take the next step in owning a business and not being employed by it. If you are ready to have financial systems and processes put in place in your business and are looking to grow with a bookkeeper who can grow with you, this is the package for you.

What you get

Everything in The Performance Plan, PLUS:

Full Financial Dashboard Buildout → Get custom reports, new KPIs, and more

Package Profitability Analysis → Know which services makes (or loses) the most money

Pricing Optimization Guidance → Confidently know your prices are where they need to be

Priority Support → Fast answers to financial questions

The Value

Full Financial Dashboard ($1000 Value)

Package Profitability Analysis: ($500 Value)

Pricing Optimization Guidance: ($400 Value)

Priority Support: ($300 Value)

Total Value = $1200-$1300 + $1400 + $2200= $4900 /month

Your Price = $2500/month