We train you to do your own books – from Bookkeeper to Controller!

All program levels include:

• Full access to the online training platform, with videos, worksheets, and discussions
• Full access to the support forms and community circle of other participants
• Full access to the QuickBooks Online Training Platform
• Monthly “Office Hours,” where we go over questions submitted by program participants
• Hour-long “Special Topics” training, held once per month.
  • Recordings are available on the online training platform within a few days
• Additional one-on-one sessions are available at a discounted rate
• Accounting/Bookkeeping augmentation & clean-up support available at a discounted rate

Bronze Package

• $2,997 one-time setup fee
• $197/month
• One 30-minute onboarding session
• Support through training platform only

Silver Package

• $3,997 one-time setup fee
• $397/month
• One 2-hour onboarding session
• Quarterly 30-min one-on-one consulting sessions
• Unlimited support through the training platform & email

Gold Package

• $4,997 one-time setup fee
• $597/month
• One 4-hour onboarding session
• Monthly 30-minute one-on-one consulting sessions
• Unlimited support through the training platform, email & phone

During the On-Boarding & Consultation Sessions:

• We’ll take an in-depth snapshot of your taxes, financial picture, and accounting system.
• We’ll help you create a comprehensive tax plan focusing on both the current year’s taxes and the subsequent years.
• We’ll go over your monthly or quarterly reports with honest feedback and coaching.
• We’ll help provide wealth-building strategies for the business and business owner(s).
• Any other items within the firm’s area of expertise and reason.
• Since Diehl CPA is an Alliance member of BDO, you will have access to the resources of the 5th largest CPA firm in the world!