Setup &
Training for QuickBooks
Every new software has a learning curve. But fear not, Quickbooks was built to make your life easier, not harder and we can help you learn the ropes. If you are just starting your business and are feeling lost, we can help you get set up, customize your Chart of Accounts and implement processes and workflows to get you off on the right foot and help you feel comfortable closing your books at month end.
Cost: Starting at $200
1
Your Books are Your Baby
Most new business owners drink from the fire hose. You're not just learning how and where to sell your product. You're also the head of marketing, research and development, the Chief Operations Officer and head of HR, all while managing other people, client expectations and your sanity. We know, this business is your baby and if you're not quite ready to hand over the reigns for your bookkeeping and want a primer on how to use and utilize Quickbooks to your advantage, we'd be happy to help.
2
Quickbooks Online 101
For those starting with no experience, we can tailor a fixed number of training sessions over Zoom to a specific module or function in Quickbooks Online that you need help with. At the end of each session, we'll send the recording of our time together so you can reference as needed as you start recording transactions, creating invoices, paying bills and reconciling accounts.
3
The Chart Of Accounts
The Chart of Accounts is an extremely important component of every company's accounting framework. Setting up your Chart of Accounts correctly can save you and your tax advisor lots of time and keep your financial statements clean and organized. If you need help setting this up, we're prepared to give you a primer and customize yours to your needs.