From the first conversation to numbers you actually trust.
People ask what I “offer,” and the honest answer is that it isn't a menu. It's a sequence.
Every CHART engagement moves through the same four phases. Some businesses stop after the diagnosis with a report and a plan they run themselves. Others continue through all four phases. Either way, you'll always know which phase you're in and what happens next.
New to QuickBooks, or setting it up for the first time?
Start with QuickBooks Online Setup & Review, so the foundation is right before anything gets built on it.
Books behind, messy, or something just feels off?
Start with a Diagnostic Review, often paired with a cleanup, to find the root issue instead of the symptom.
Books current but the reports don't tell you anything?
Start with Reporting Clarity and Cash Flow.
Not sure which one is you?
That's exactly what the first call is for. We'll figure it out together, and it costs you thirty minutes.
Scope matters as much as service.
I work alongside your CPA and your payroll provider, rather than replacing them.
Every CHART engagement starts with a call, followed by a written proposal with a fixed scope and a fixed price. Ongoing work is billed monthly. One-time projects are a flat fee. No hourly billing, no surprise invoices.
No. The Diagnostic Review is a one-time engagement, priced and scoped on its own. Plenty of clients take it, get the written findings, and handle the fixes themselves or with their existing bookkeeper. That's a legitimate outcome, and I'll tell you when it's the right one. Monthly bookkeeping is a separate decision you make afterward, with the findings already in hand.
The Diagnostic Review itself takes one to two weeks from the day I have access. The full diagnosis phase, including the Workflow & Systems Review, runs two to three weeks. It depends on the size of your file and the state it's in, so the timeline is confirmed in writing before the work starts rather than estimated on the call.
Access to your QuickBooks file, your bank and card statements for the review period, and about an hour of your time for questions. That's usually it.
Before any review work starts, we meet once to get set up. I confirm access to your QuickBooks file, walk through the other tools your business runs on, and get you onto the secure client portal. Statements, documents, and anything else I need come through the portal rather than email. We also agree on how we'll work together: what comes to me, what stays with you, and how we stay in touch. It takes about an hour, and it means nothing stalls later over a missing login.
Monthly engagements run with 90 days' notice on either side. That isn't a lock-in. It's the time it takes to close your books out properly, hand over clean records, and brief whoever picks it up next. Ending an engagement shouldn't leave you without a clear view of your own numbers, and this makes sure it doesn't.
It's common, and it's not a reason to delay the conversation. Cleanup gets scoped as its own project so you know the cost up front instead of watching it climb.
Yes, and it makes their job easier. They get numbers that are already accurate and current instead of starting from a reconstruction. Most clients keep the tax professional they already have.
Same principle. When someone needs clean financials for structure, planning, or a lending conversation, the books are the source. My job is making sure that source holds up.
Both. Most ongoing work happens virtually through secure cloud tools. In-person meetings are available across Sussex, Waukesha, and Milwaukee.
CHART works through secure, cloud-based tools, with access limited to what the work requires. I never need your banking login and I never move money.
I'll say so on the first call and point you somewhere better. A bad-fit engagement costs us both more than a short conversation does.
