
Get a clear picture of your business.
Quickbooks Setup
$449 One-Time Fee
Our QuickBooks Setup will give you a proper Chart of Accounts, which is the first and most important step in building good accounting practices and a foundation for growth and success.
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.
Our QuickBooks Package includes:
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:
- 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
- Additional hours beyond initial consultation are booked at $95/hour.