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