30 min phone call (free)
Are you stuck or have questions to ask? Our team is happy to help answer your questions. During the call, let us know about the specific problem you are facing and we will work on resolving it together.
1 hour zoom call + recording (fee-based)
Are you stuck or have questions to ask? Our team is happy to help answer your questions. During the call, let us know about the specific problem you are facing and we will work on resolving it together.
+1 (423) 207-5618
711 Signal Mountain Road, #213
Carolyn@CAOConsults.com
We start with a conversation. Schedule a free 30-minute consultation phone call. Use the Talk with Carolyn button to schedule. During our conversation you can share your concerns and goals of your business. What is keeping you up at night? If you decide you would like a written proposal, we will request additional information. Additionally we can conduct a QBO file Diagnostic. This is a fee based service in which you will receive a Findings Report and Action plan.
As part of operating your business successfully it is important to work with professionals. We work collaboratively with your tax professional. Our accounting and financial forecasting services can be implemented in tandem with your tax services.
We have partnered with leaders in the software industry. Client data is stored on their servers complete 24-7 physical security with full-time security staff, video surveillance and alarms to prevent high-tech breaches. We use an invite-only platform, Liscio.me, for secure messaging, file sharing and storage. Our firm has established policies and procedures to restrict access to client information.
For established QBO accounts we will review business accounts, settings and Chart of Accounts. We will make adjustments where necessary after you have engaged our services.
Special pricing for NEW subscriptions. Click on NEW Subscription Sign Up
Customized business account and settings. Build customized Chart of Accounts. Connect bank and credit card accounts to institutions. You enter your online credentials. One time Set Up Fee - Pricing $175.00
A deep dive review of balance sheet accounts. We identify misaligned transctions, reconciliation issues and accounts with balances going in the wrong direction. (i.e. credit card account with a large negative balance). We scan income accounts and expense accounts for miscategorized transactions. One time Fee - Pricing $250.00
Download Chart of Accounts white paper containing practical how-to's
and common mistakes you would want to avoid. This is a good start of building a strong foundation for your future growth.
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