If you need assistance with daily bookkeeping, setting up your bookkeeping system, organizing your finances, tracking your income and expenses, keeping your books up-to-date, and conducting month-end reconciliations to ensure accuracy.

Account Assessment/Audit - Must be performed for businesses with existing QuickBooks Online accounts.

• (All Clean-Up/Catch-Up scope of work proposals will vary based on existing QuickBooks account assessment and audit).

• Complete set-up of a new QuickBooks Online account.

• Customized chart of accounts so that it’s optimized and specific to your industry and business needs.

• Connect bank and credit card accounts so you don’t have to spend time on manual data entry.

• Overview of the QuickBooks Dashboard.

• Customize invoice template.

• Bookkeeping and QuickBooks best practices.

• Q&A after the complete set-up.

• Ensure all transactions are recorded in QuickBooks

• Categorize transactions

• Reconcile accounts

• Financial statements (profit and loss & balance sheet)

• Annual budget

• Tax filing support (only)

• Set up QuickBooks Online payroll

• Setup and pay 1099 contractors

• Introduction to Bookkeeping with QuickBooks Online

• Overview of QuickBooks Online

• Setting up your account

• Navigating the QuickBooks Online dashboard

• Creating a chart of accounts

• Categorizing transactions