Our QuickBooks Setup also includes consulting with you to help you understand and use balance sheets, income and cash flow statements to your advantage. From making price adjustments to scaling back on certain clients and expenses, or splurging on a marketing project, having accurate, real time data will give you the power you need to eliminate risk and make wise decisions about your business' expenses and growth plan - in just a few minutes a day, giving you more time to focus on other important tasks.
First step: Phone consultation to determine which Intuit Product is best suited to your needs prior to onsite setup
Next step: ONSITE CONSULTATION to include:
$42/hour for ongoing clients
$95/hour for clients without an ongoing bookkeeping package
Does this describe you? You or your accountant are having a hard time making sense of your files because you really don’t understand what a Chart of Accounts is, or the difference between liabilities, assets, expenses, incomes and what, COGS??? If so, we’ll help you reconcile as far back as needed to get you up to speed and give you a good starting point going forward.
We will make sure your Chart of Accounts is set up properly, that transactions are properly categorized, your personal expenses are not intermingled with your business expenses, and that the connection to your bank and credit card accounts is properly syncing.
When we are finished, your QuickBooks financials will tell the accurate story of what’s going on with your business, which means you can rely on them when making business decisions. Imagine that!
All those numbers tell a story, but if you don't know how to use the data, your story could become a nightmare! No need to lose sleep over tax time arriving because our training will give you the tools you need to take back control and feel confident that you are prepared.