QB Setup
QB Training
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Yearly
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QBO Sample Company

TESTIMONIALS

 

YEARLY CLEANUP SERVICE

1/8
"Priorities are the yearly
goals that I'm most
interested in achieving,
then they become operationalized through weekly goals. "

Robert Pozen

Yearly Cleanup Service includes:

  • Entry, cleanup, & oversight of transaction allocation

  • Bank, Credit Card, & Loan Statement Reconciliations

  • Journal Entries and Trial Balancing Accounts

  • Thorough & detailed analysis of reports 

  • Talk time to go over reports before Tax Accountant

  • To start: 50% down payment, materials, & signed quote

  • 3 Easy Package Deals  & Custom Quoting Options

 

MONTHLY BOOKKEEPING SERVICE

1/2
“However beautiful the strategy,
you should occasionally
look at the results.”

Winston Churchill

Monthly Bookkeeping includes:

  • Monthly entry, cleanup, & oversight of transaction allocation

  • Bank, Credit Card, & Loan Statement Reconciliations

  • Journal Entries and Trial Balancing Accounts

  • Thorough & detailed analysis of reports 

  • Talk time to go over reports

  • 12 month contract with automatic payments on the 1st of the following month & automatic renewal

  • Previous month catchup available

  • ETA 5-10 business days

  • 3 Easy Package Deals

 

QBO SETUP

1/5
"Our prime purpose in this life is to help others. And if you can't help them, at least don't hurt them." 
 

Dalai Lama

QBO Setup:

  • Setup your new QBO Subscription 

  • Inventory & Payroll are Separate & Extra

  • Includes : Lists, Vendor, Customer, Previous Year, Move QB Desktop to QBO,  Banking, Chart of Accounts, 2 Hour Training.

 

QB TRAINING

1/4
“Knowledge is power. Information is liberating. Education is the premise of progress, in every society, in every family. "

Kofi Annan

QB Training Includes:

  • 2 hour sessions through Screenshare

  • Up to 3 people at a time  

  • Starts @ $75 per hour 

  • Training Check List

 
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