Bookkeeping Set up


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I know you rather have someone set up your accounting app, then do it yourself.  And you should feel good about coming to that conclusion. You realize bookkeepiing is something your business definitely needs and you’re making sure it’s getting done.

With this service, I will

  • Set up your accounting/bookking app which includes:
    • Chart of Accounts
    • Income, Expense, Asset, Liability, & Account Categories (Unlimited)*
    • Connect your accounts and payment apps (Unlimited)*
    • Set up opening balances for accounts
    • Set up auto rules for trending transactions to limit your time having to do bookkeeping in the future
    • Provide 120 minutes vitural training to you and/or employee**
    • Provide downloads and guides to help you manage your bookkeping app

What you need:

  • One hour of your time to virtually go over your active financial accounts, income, and expenses.
  • Subscription to bookeeping software/app
  • Two hours to show you how to use manage your software/app including generating reports for tax season and loan appplications.

*Unlimited per one-time setup. Must be included initial list.

**Training is limited to 3 people maximum. There will be a change to any additional employees who would like to join.


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