Our Services

⟡We will create a new QuickBooks Online company for you if one does not already exist.

⟡ Create and configure your Chart of Accounts (all your income and expense categories)

⟡ Set up bank feeds for your bank and credit accounts

⟡ Pull in past transactions as needed

⟡ Enter transactions together to ensure understanding

⟡ Customize Invoices with your brand style

⟡ Create Products & Services to be used on invoices

⟡ Update & Remain Up-to-date on Current QBO software

⟡ Downloaded transaction matching as necessary

⟡ Manual Data Entry when Necessary

⟡ Reconcile Checking & Credit Card Accounts Monthly

⟡ Annual Year-End Wrap Up Meeting

⟡ Year- End Reconciliation and Preparation of 1099's

Basic Plan Services Included

⟡ Preparation and Presentation of Financial Statements

⟡ Monthly One-hour Remote Financial Reports Review

⟡ Review of Accounts Receivable & Accounts Payable

⟡ Collection Calls if and when necessary

Plus Plan Services Included

⟡ Quarterly On-site Review & Strategy Meeting

⟡ Additional One-hour remote monthly Business Coaching

⟡ Budgeting and

⟡ Cash Flow Analysis

⟡ Monthly Reconciliations
⟡ Monthly Reports
⟡ Unlimited access to chat support via our client dashboard
⟡ Interaction with CPA for year end review