Getting a proper Chart of Accounts is the first and most important step in building good accounting practices and providing a foundation for measurability.  This QuickBooks Setup Package will not only enable you to start with a strong foundation, we will give you the tools to build upon the knowledge base.

Quickbooks Setup Package
$449 Package Includes:

Phone consultation to determine which Intuit Product is best suited to your needs prior to onsite setup


  • Set up a customized Chart of Accounts to match your business needs

  • Set up an Items List (the products and services you provide) with prices, discounts, customizations, taxes-as applicable

  • Set up first few clients and a tutorial on adding more

  • Set up bank and credit card accounts to synch with software

  • Customized Invoice/Sales Receipt/Statement built

  • Discussion of business/personal expenses to capture everything that is an expense

  • Discuss and understand financial reports:

– Accounts Recievables

– Accounts Payable

– Profit and Loss

– Balance Sheet