Onboarding
Step 1
Set-Up
+ What's included?
- 20% Lifetime Discount on your Quickbooks Online subscription
- Proper Configuration & Settings for your business
- Tailored Chart of Accounts and General Ledger mapping
- Organized financial institution accounts
- Ability to create and send Invoices from any device
- Import old transaction’s data
- Quickbooks Training
Your Investment:
15-30 minutes
$50-$300
Step 2
Clean-up
+ What's included?
- Past financials brought up-to-date
- All accounts reconciled
- Tax & Liability accounts reconciled
- Updated profit & loss and balance sheet
Your Investment:
30-90 minutes
$300-$2,000+
Step 3
Ongoing
+ What's included?
- Receipt Management & Storage
- Reconciliation
- Accurate Financial Reports
- Assisted AR/AP
- Tax Liability Tracking
- Tax-ready Books sent to Accountant
Your Investment:
$200-599/month
Additional Services
CFO Services
Filing Services
Outsourced AR/AP
System Engineering