DIY Bookkeeping + Support

Want to handle your own books but need a safety net?

This hybrid option is perfect if you’re managing your own books but want the confidence of knowing a pro has your back. You’ll get access to our DIY tools plus expert guidance when you need it—without the full-service price tag.

Illustration of a woman with glasses sitting at a desk, talking on a phone, with a laptop and papers in front of her.

What’s included:

  • A Downloadable PDF or Google Doc Bundle that includes:

    • Chart of Accounts Template (customizable by industry)

    • Monthly Bookkeeping Checklist

    • Income & Expense Tracker (Excel or Google Sheets)

    • Bank Reconciliation Worksheet

    • Small Business Data Security Checklist

    • DIY Bookkeeping Software Comparison Guide

    • Quick Reference Glossary

  • What You’ll Learn:

    • How to set up your QuickBooks account

    • How to connect your bank & credit card accounts

    • How to customize your charts of accounts

    • How to categorize income and expenses

    • How to create and send invoices

    • How to reconcile your account

    • How to run and understand financial reports

  • What you will get:

    • QuickBooks Setup Checklist

    • Pre-Built Chart of Accounts Upload File

    • 1099 Vender Tracker

    • Monthly 1-Hour Strategy Call

    • Year-End Review

DIY Bookkeeping + Support Subscription Plans

Empowering you to take control of your finances—with expert support when you need it.

In today’s fast-paced business world, having a clear handle on your finances is essential—but not every small business needs (or wants) full-service bookkeeping. That’s why VirtuBooks 360 offers flexible DIY Bookkeeping + Support plans designed to help you stay organized, confident, and in control—without going it alone.

Whether you're just starting out, catching up, or looking to streamline your monthly workflow, our subscription options combine easy-to-use templates, step-by-step guides, and on-demand expert support to fit your pace and budget. This page outlines our pricing structure, what’s included in each tier, and how our resources can help you build strong financial habits—on your terms.

Explore the plan that fits your business best, and get the tools and guidance you need to keep your books clean, compliant, and stress-free.

  • DIY Bookkeeping Starter Plan

    Free

    Includes:

    *3-Day Email Support

    *One 30-Minute Strategy Call

    *DIY Bookkeeping Starter Kit

    *Access to Private FB Community

  • DIY Bookkeeping Premium Plan

    $50/ month

    Includes:

    *Monthly Email Support

    *Quarterly 30-Minute Strategy Call

    *DIY Bookkeeping Starter Kit

    *Access to Private FB Community

  • DIY Bookkeeping Advance Plan

    $99/month

    Includes:

    *Premium Plan

    *Bonus Tools and Support

    *Discount on Full Service Up-Grade

    *50% off 1-Time Clean-Up Services

Choose Your Plan