About this service
A good setup saves hours every month. We set up QuickBooks the way your business works, connect your bank, and show you how to record sales, bills and expenses correctly.
What's included
- Chart of accounts set up for your type of business
- Bank and credit card feeds connected
- Invoices, products and services set up
- Hands-on training for you or your staff
- A clean-up of an existing QuickBooks file, if needed
How it works
Talk it through
Book a time to tell us about your business and what you need.
We get set up
You share access to your accounts and records; we set up what is missing.
Work done on schedule
Each month or quarter we do the work and send you clear reports.
Ready at tax time
Your books are in order when your return is due.
Who it's for
- New businesses
- Owners moving from spreadsheets
- Businesses whose QuickBooks has become a mess
