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QuickBooks Start-Up

Bank Connection

We work with the business owner to connect their financial institutions to QuickBooks. When banks and credit cards are connected to the financial software, we can more quickly code or categorize those transactions, leading to faster and more up-to-date reporting.

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Initial Set-Up

We begin your QuickBooks Online subscription, choosing the subscription that best works for you, and inputting necessary company information.

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Chart of Accounts

We upload a Chart of Accounts specific to the work you do, including specific income streams you wish to track, cost of goods sold (COGS) tracking in order to better measure your Gross Profit Margin, and

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Products & Services

We upload simple (and elegant!) Products and Services in order to better track more specifically from where your income is being generated.

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