Step 1: This is where I would get to know you and your business - what kinds of ins and outs you have, what type and how many accounts you are running money through and much more. I’ll send you a questionnaire and we will schedule a call to Follow Up. This information and subsequent follow-up/research gives me the groundwork I need to set up your Quickbooks Online file in a way that makes the most sense for who you are as a business owner and what you need to be able to see and understand.
Deliverable: complete setup of Quickbooks Online account including a customized chart of accounts, linking bank/credit card accounts and payroll process if applicable.
Investment: one-time fee of $750