Live Pro Access

Live Pro Access is for small business owners who don’t want to guess about their books.


This is a private Slack space where you get direct access to a senior bookkeeping professional for real-time questions, review-level guidance, and decision support. It’s not done-for-you bookkeeping, and it’s not emergency cleanup — it’s a way to stay clear, compliant, and tax-ready as issues arise. If you manage your own books and want confident answers before small problems turn expensive, Live Pro Access gives you judgment, direction, and accountability without outsourcing control.

How Live Pro Access Works

  • Private Slack access for questions and guidance

  • Post bookkeeping and QuickBooks questions as they come up

  • Review-level feedback and direction (no edits or corrections)

  • Business-day responses during posted availability

  • Clear scope and boundaries to keep support focused and sustainable

Who This Is For

  • Small business owners who manage their own books

  • Owners who want clarity, confirmation, and second-set-of-eyes guidance

  • Solo bookkeepers supporting SMB clients who want senior-level oversight

Not a Fit If You’re Looking For

  • Done-for-you bookkeeping or cleanup

  • Tax preparation or filing advice

  • Emergency or deadline-driven rescue

  • Unlimited or on-demand access

Pricing & Access Levels

Live Pro Access — Tier 1

Read-Only Access
$59 / month

  • Read-only access to announcements, guidance summaries, and selected examples from Live Pro Access discussions.

  • Learn from real bookkeeping scenarios and guidance

  • No posting or direct questions

Best for business owners who want context and clarity without active participation.

Live Pro Access — Tier 2

Live Guidance (SMB Core Tier)
$149 / month

  • Post bookkeeping and QuickBooks questions in #ask-a-pro

  • Receive review-level guidance and direction

  • Business-day responses, answered in order received

  • Best for owners who need clarity and confirmation as issues arise

  1. What this tier is not

    • No priority handling

    • No deep document walkthroughs

    • No same-day or urgent requests

Designed for small business owners who manage their own books and want confident answers before problems compound.

Live Pro Access — Tier 3

Priority Desk
$297 / month

  • All Tier 2 access plus:

  • A private Slack channel for deeper, ongoing context — a dedicated space to work through complex issues without starting from scratch each time.

  • Priority placement in the response queue

  • Deeper review of scenarios when context matters

  • Light document review and walkthrough discussion (no edits)

  • Ideal for higher volume, ongoing complexity, or active cleanup phases

  1. Important

    • Still advisory-only

    • Still no emergencies

    • Limited seats to protect response quality

Best for owners with active books, higher volume, or ongoing complexity.

Add-On Services (Not Included in Membership)

  • Document Review (separate engagement): $121/hour

  • Scheduled Deep-Dive Sessions (90–120 minutes, prepaid) $197

If something falls outside the scope of Live Pro Access, it requires a separate engagement.

👉 Join Live Pro Access- Tier 1 $59 monthly
👉 Join Live Pro Access- Tier 2 $149 monthly
👉 Join Live Pro Access- Tier 3 $297 monthly
👉 Document Review (separate engagement): $121/hour
👉 Scheduled Deep-Dive Sessions (90–120 minutes, prepaid) $197