Software:

If you do not currently have accounting software, we will get you set up! During the Discovery Call, we will determine whether you need a new file and what software would be the best value and best in functionality for your business. We primarily work with QuickBooks Online. All our ongoing bookkeeping services include a subscription to accounting software, unless you would like to sign up on your own. If you sign on under us, we can get you 30% off QBO for the first year.

Settings:

We will guide you through the process to set up your bank feeds. We will customize the Chart of Accounts for your business entity type and industry. And we will go through our checklist with you to get your accounting software set up for success.