Do you need help getting your Quickbooks Online setup?

DIY Quickstart QBO might be for you if:

• You know your books are a mess and you're determined to get them organized this year

• You need a simple, automated system to make your life easier

• You don't currently have a bookkeeping solution but are looking for something easy-to-learn with many integrations

• You feel overwhelmed by trying to get started with Quickbooks Online

• It is taking you too long each month to get the books done, and you know there has to be a better way

We have a mission to help small business

get organized and empowered with their finances.

Our DIY Quickstart QBO package includes:

• A personal onboarding call to learn about your business needs

• Setup and configuration of your Quickbooks Online account including, but not limited to: an industry specific Chart of Accounts, connection of all bank feeds with proper beginning balances, importing past transactions (if needed), sales tax setup (if applicable), help connecting third-party solutions like Accounts Payable, Accounts Receivable, Payroll, CRM, etc.

• A review of your current business workflow including, but not limited to: invoicing, Accounts Payable, Accounts Receivable, payroll, CRM, etc.

• Launch meeting with a demonstration of categorization and reconciliation for one month of transactions, workflow checklist, and recorded training tutorials

• 90-day follow-up meeting

Work with us today!