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Services - DIY Quickstart QBO


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!

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