Services

 
 

Cleanup

  • Confirm and amend pre-existing financial data, as required

  • Review and revise QBO Chart of Accounts and classification according to revenue and expenditure transactions of the business

  • Confirm correct mapping of banking accounts
    Provide financial overview to-date

  • Train appropriate parties on newly implemented QBO processes

Setup

  • Establish QBO account with relevant company settings

  • Sync and review bank and credit card accounts

  • Review and organize QBO Chart of Accounts and classification according to revenue and expenditure transactions of the business 


  • Establish products and items in QBO

  • Set up and implement invoicing and bill pay according to business requirements

Monthly Service

  • In person, email, and phone meetings to discuss financials and answer any questions regarding QBO service

  • Review and classify all income and expense transactions

  • Reconcile all banking accounts

  • Generate and send monthly financial statements to appropriate parties

  • Collaborate with tax accountant at year-end

Each of the services listed above can be adjusted to fit your particular business needs, and pricing will vary accordingly. The typical costs for services are as follows:

INITIAL SETUP FEE: $2,000
Monthly service fee: $1,000/month