New Business QuickBooks Online Set Up

  • Get your financial foundation right from the very beginning. Our streamlined QBO setup service creates a customized, clean, and compliant system, ensuring your books are ready for immediate, accurate, and stress-free operation from day one. We handle the initial complexity so you can focus on building your business. Ask us how you can get a discount when bundling this service with monthly bookkeeping!

    Included Services:

    • 📘 Chart of Accounts Design

      • Design and implement an industry-specific Chart of Accounts.

      • Ensure every transaction will be categorized accurately for optimal reporting.

      • Customize accounts for both financial clarity and tax preparation.

    • 🏦 Bank & Credit Card Integration

      • Connect all necessary business bank, credit card, and third-party accounts (e.g., payment processors).

      • Load and classify up to 90 days of initial historical transactions.

      • Verify correct opening balances for all integrated accounts.

    • 🛠️ Custom Settings & Templates

      • Configure your QuickBooks Online company settings and accounting method (cash or accrual).

      • Set up sales tax rules and create professional invoice and estimate templates.

      • Review and establish key system preferences for smooth management.scription

Ongoing Monthly Bookkeeping

  • Get your books in order with our streamlined monthly bookkeeping services designed to bring clarity, accuracy, and confidence to your financial records. Whether you're catching up or starting fresh, we’ll handle the essentials so you can focus on what you do best.

    Included Services:

    🗂️ Categorize Transactions

    • Review each transaction for accuracy and relevance

    • Assign income and expenses to the correct chart of accounts

    • Flag unusual or unclear entries for follow-up

    🔄 Reconcile Accounts

    • Match bank and credit card statements to your books

    • Verify all transactions are recorded and categorized correctly

    • Resolve discrepancies like duplicate entries or uncleared checks

    📊 Financial Reporting

    • Generate clean, professional financial statements:

      • Profit & Loss

      • Balance Sheet

      • Cash Flow

Bookkeeping Clean-Up Service

  • Is your bookkeeping a little… messy? Whether you're behind on reconciliations, drowning in uncategorized transactions, or prepping for tax season, I offer strategic cleanup services that bring order to financial chaos.

    What’s included:

    • ✅ Full review of your chart of accounts and transaction history

    • ✅ Reconciliation of bank, credit card, and payment platforms

    • ✅ Correction of misclassified expenses and missing entries

    • ✅ Clean, audit-ready financial reports (P&L, Balance Sheet, Cash Flow

Schedule A Free Consultation

What to expect on this complimentary call:

This free, no-obligation session is the crucial first step toward optimizing your business finances. We dedicate 15–20 minutes to thoroughly understanding your unique situation. During the call, we will:

  • Review your current setup: Discuss the systems and software you currently use (or want to use).

  • Identify key pain points: Pinpoint the areas causing you the most stress or requiring the most time (e.g., receipt management, reporting, categorizing).

  • Outline a custom solution: Provide a preliminary overview of how our tailored bookkeeping services can clean up your books, ensure compliance, and free up your time.

We believe in transparency and finding the right fit. This consultation is purely informational—it's a chance for us to learn about your business and for you to ask any questions you have about our process and pricing.

Please note:

All services are provided via QuickBooks Online

Prices are to be determined based on what your business needs. The exact cost will be provided via an official proposal letter after your free no obligation consultation.