Quickbooks Set-up and Consultation (One-time Fee)

This service strictly sets up your QuickBooks account in the best way for your business. I'll walk you through all the options available to you and the benefits of each. The goal is to make your tax filing at the end of the year with your accountant as easy as possible. This is the type of service you need when you've started developing a cashflow, and want to start separating your business and personal accounts. It's easier and cleaner to know exactly how your business is doing, and gives a clear picture of where you're at financially to help you take the next steps to move forward.

Why would I need this service? That's a great question and there could be many answers! Here are common ones:

• Don't like seeing all the money coming into your accounts and not having a good way to summarize it!
• Need to know how your business is doing.
• Love a clean simple view of all your income and expenses.
• Need to know if you can afford to hire someone.
• Love feeling like you're actually on top of administrative tasks.
• Need to get information to the government and don’t want them taking a dime more than they have too.
• Love being successful.
• Need to give your end of year business reports to your accountant.
• Love the details of your business but HATE doing it on your own.
• want to know EXACTLY what all your expenses and income is over any period of time.

With this service: After you purchase I'll be in contact with you within 24 hours and get a conversation started. We'll talk about the options available and then I'll set up your account in QuickBooks online. We'll talk about how to process things, how to pull the information you need, and how to read different reports.

What I need from you: You'll receive an initial email right after purchase with detailed instructions. There's nothing you'd have right now that I would need from you other than information.