What's included
What you can count on.
- A chart of accounts that fits youIncome and expense categories tailored to your business, so your reports make sense at a glance.
- Bank and credit card feeds connectedYour accounts linked so transactions flow in automatically.
- Rules for recurring transactionsRegular expenses and deposits sorted automatically, saving time every month.
- Invoices and payments ready to goInvoice and estimate templates with your logo, plus online payment options turned on.
- Opening balances enteredYour starting balances set correctly, so everything that follows is accurate.
- Access for your team and your CPAUser access set up for the people who need it, with the right permissions.
- A walkthrough of your new fileA session to show you around, so you feel comfortable using it day to day.
A tip from the setup process. Consider offering ACH bank transfers on your invoices. They usually cost less than card payments and aren't subject to card chargebacks, which helps protect larger invoices.
How it works
Three simple steps.
A free 30-minute call
We learn how your business runs, how you get paid, and what you want to see in your reports.
A plan and a written quote
We map out your accounts and setup, then send a quote based on how many accounts and connections are involved.
Build and walkthrough
We build and connect your file, then walk you through it. Many clients then continue with monthly bookkeeping.
Questions
Common questions
Why does setup pricing vary?
It depends on how many bank and credit card accounts need connecting, whether data is being moved from another system, and how many users and integrations are involved. You'll get a quote before work begins.
Can you move my data from QuickBooks Desktop or spreadsheets?
Yes. We'll talk through what history is worth bringing over and what's better left as a clean starting point.
Will you teach me how to use it?
Yes. Every setup ends with a walkthrough of your new file, and you can always reach out with questions.
Do I need a QuickBooks subscription?
Yes, QuickBooks Online is a monthly subscription from Intuit. We'll help you choose the plan that fits your business.
Other services
Explore other ways we can help.
Next step
Ready to finally relax about your books?
A free 30-minute call is a relaxed conversation about your books and your goals. You'll leave with a clear picture of what to do next.