Christie Legacy Co

QuickBooks bookkeeping, reporting, and operations

Start with what the business needs most.

Choose monthly support when you need a dependable bookkeeping and reporting rhythm. Choose Cleanup & Catch-Up when earlier QuickBooks Online records need attention first. If you are not sure, begin with one Guided Clarity & Scope Session.

Book Your SessionCompare Monthly Services

Guided Clarity is a $50 paid session. Choose your 30-minute time after checkout.

Not sure where to begin?

Start with one problem, not the whole business.

The Guided Clarity & Scope Session is the starting point when the right service is not obvious. Bring one QuickBooks, bookkeeping, reporting, workflow, or operations problem. Leave with a recommended path and three practical next steps.

Book Your Session

$50 payment is collected first. After checkout, choose your 30-minute session time.

Monthly service levels

Build from dependable books to a clearer business view.

Monthly Bookkeeping is the foundation. The primary recurring offer adds business reporting and a Monthly Results Discussion. Operational Intelligence adds focused help with one important operating issue.

Monthly Bookkeeping

$425 starting per month

Who it is forA small business with one QuickBooks company, up to 100 monthly transactions, and up to three bank or credit accounts unless more is separately quoted.

For a small business that needs consistent categorization, reconciliations, account maintenance, and core monthly reports.

What is included

  • Monthly transaction categorization and reconciliations
  • Chart of accounts maintenance and month-end data review
  • Monthly Profit & Loss and Balance Sheet
  • Reconciliation-completion summary and unresolved-item or missing-data flags
  • Records prepared for the client's CPA or tax preparer

Guided support

No recurring guided session is included. Focused guidance may be added separately.

No payment is collected with this request. Fit, scope, and final price are reviewed first.

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Primary recurring offer

Bookkeeping + Business Reporting

$650 starting per month

Who it is forA Monthly Bookkeeping client who also needs a concise recurring view of business performance.

The primary recurring offer for an owner who needs dependable books and a concise view of business performance.

What is included

  • Everything in Monthly Bookkeeping
  • One-page business summary with current-month and year-to-date comparisons
  • Revenue, expense, cash-movement, and material-category observations
  • Data-quality flags and up to five agreed measures
  • One 30-minute Monthly Results Discussion

Guided support

Includes one 30-minute Monthly Results Discussion each month.

No payment is collected with this request. Fit, scope, and final price are reviewed first.

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Bookkeeping + Operational Intelligence

$1,500 starting per month

Who it is forA Bookkeeping + Business Reporting client who also needs focused monthly operational guidance.

For a reporting client who needs focused monthly help with one important operating issue.

What is included

  • Everything in Bookkeeping + Business Reporting
  • Up to three eligible operational KPIs
  • One 60-minute monthly operations session
  • One active focus and one practical improvement deliverable

Guided support

Includes one 60-minute monthly operations session and up to two short between-session questions.

No payment is collected with this request. Fit, scope, and final price are reviewed first.

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QuickBooks cleanup and catch-up

Correct the starting point before creating the monthly rhythm.

Choose a defined Cleanup & Catch-Up project when prior records need review or the books need to be brought closer to current. Scope and final price are confirmed after the records are reviewed.

Major one-time need

QuickBooks Cleanup & Catch-Up

$500starting one-time price for basic cleanup

Who it is for

A small business whose QuickBooks records need a defined cleanup or catch-up project.

Review the records first, then confirm the cleanup or catch-up work and final price.

What is included

  • Up to one prior month for one QuickBooks company
  • Up to 100 transactions
  • Up to three bank or credit accounts

Guided support

Guided support is included when it is part of the project plan.

Add-ons

Additional cleanup months start at $250 per month. More complex cleanup is reviewed and quoted separately.

No payment is collected with this request. Fit, scope, and final price are reviewed first.

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Other one-time projects

Set up the part that needs a stronger foundation.

These are defined company projects, not general guidance. Use them when the need is already clear and you want the work scoped, completed, and handed off.

QuickBooks foundation

QuickBooks Online Setup & Organization

Organize the QuickBooks Online structure and provide a practical project handoff.

$500starting project price

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Reporting foundation

QuickBooks Reporting Setup

Configure useful QuickBooks reports and provide a clear reporting handoff.

$500starting project price

Review Details

Workflow foundation

Bookkeeping Workflow Setup

Document a recurring bookkeeping workflow and provide a practical handoff.

$500starting project price

Review Details

When the work does not fit a standard project

Custom Workflow, SOP, or Operational Intelligence Project

Build the workflow, SOP, process, or operational deliverable the business needs.

Custom quoteafter discovery and project planning

Review Operations Projects

Remove the uncertainty

Know what the starting price covers.

The service page shows the starting scope. A review confirms whether the records, timing, and work fit before a project or monthly service begins.

Read All Frequently Asked Questions
What if I am still not sure where to start?

Start with the $50 Guided Clarity & Scope Session. Bring one specific problem and use the session to identify the right company or specialist path before committing to a larger service.

Do the monthly services include QuickBooks Online cleanup?

Cleanup is not automatically included in the monthly starting scope. If earlier QuickBooks Online records need attention, the Cleanup & Catch-Up project starts at $500 for the defined basic scope. Additional months start at $250 per month, and more complex cleanup is reviewed and quoted separately.

Are the listed prices final?

They are public starting prices. Final fit, scope, timing, and price are confirmed after review. Additional companies, accounts, transaction volume, cleanup, payroll involvement, inventory, receivables, payables, and major special projects may be quoted separately.

Does Christie Legacy Co provide tax or legal advice?

No. Christie Legacy Co does not provide tax, legal, audit, assurance, or investment advice. Monthly bookkeeping can prepare records for the client's CPA or tax preparer, who remains responsible for their professional work.

A clear first step

If you are unsure, start with one focused session.

Book Your Session