New Account Setup

If you are currently using accounting software or want to migrate to QuickBooks Online, we will complete the following:

• Setup of QuickBooks Online account for your business with an ongoing monthly subscription
• Customize the Chart of Accounts (COA) to your business’s specific industry; all while providing easy online access to your books
• Create custom reporting templates for your business 
• Create data feeds for all your existing bank & credit accounts
• Setup automated bank rules for easy categorizing & reconciling of each transaction
• Per your request, we will review your current bookkeeping practices & recommend software, apps, etc. that will assist your workflows to reach maximum efficiency
• Set-up of the following accounts up to the usage limit(1st tier-2 accounts, 2nd tier-4 accounts, 3rd tier-5+ accounts)
• Business Checking account
• Business Savings Account
• Credit Card Accounts
• Line of Credit and/or Loan Accounts
• We will create bills from vendor list received from you & set reminders to ensure payment is submitted on time every time
• We will create customized invoices with your logo, image & theme color for services your business performs
• We will record payments received from online invoicing
• Update, maintain and reconcile your A/R & A/P accounts and provide monthly reports upon request