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

Agencies/Business Services
7 days estimated (7 days guaranteed) >
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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.

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Online Almost 2 years ago




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<p>We're here to eliminate the frustration with bookkeeping and make taxes at the end of year so much easier! We categorize and process all your monthly transactions in Quickbooks and eliminate hours of time you have to spend on your bookkeeping. See below for a detailed list if our services:</p><p><br></p><p>Quickbooks Set-up <strong>$149</strong>:</p><ul><li>We'll set up your account, walk you through basics, and give you a running start to process things on your own.</li></ul><p><br></p><p>Individual transaction processing <strong>$94 per 80 transactions</strong>: (No Monthly Support)</p><ul><li>This is perfect for if you have a mountain of transactions you need to get done ASAP!</li></ul><p><br></p><p>Full Service Monthly Bookkeeping <strong>$349/month</strong>:</p><ul><li>Monthly transaction processing (160 transactions)</li><li>Monthly financial reports</li><li>1 hour face-to-face meeting for us to help you understand what all the numbers mean.</li><li class="ql-indent-1">How are we doing financially?</li><li class="ql-indent-1">What list of bills are we paying?</li><li class="ql-indent-1">How do we reduce costs and increase sales?</li><li>Year-end communication with accountant</li><li>cost analysis on programs and expenses</li><li>payroll guidance (help you find a quality payroll professional)</li><li>Quickbooks Subscription</li></ul><p><br></p>

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