TMB Tax and Financial Services

The Bankable CEO™ Bookkeeping DIY PLUS Bank Recs

$159.99 / month

A Do-It-Yourself (DIY) Monthly Membership (with the exception of monthly bank recs)

Designed for businesses with $0 – $10K/Monthly ONLY

  • One (1) specialized content training on QuickBooks features each month in a group setting (i..e. Facebook Group and/or Zoom call)
  • One (1) Live call in a group setting where Intuit’s GURU-Quickbooks certified consultants will be available for Q&A
  • Access to QuickBooks Assist Facebook Community for peer-to-peer support and bonus content and integration from TMB staff
  • Bank reconciliations support from TMB staff (covers 2 hours of QuickBooks work. Additional time needed may result in additional fees.
  • Discounted access to additional financial services (individual tax filing, business tax filing, payroll, tax planning, etc.)

Pricing does NOT include a QuickBooks subscription.  If  you  need  a QuickBooks subscription, you will have discounted access to purchase during your onboarding process

At least 6 months of financial commitment are required with this package.


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