Set Up and Training
What’s included
Initial Consultation
One hour call to discuss business operations and accounting needs
Collect necessary incorporation documents
Discuss any future ongoing support needs such as quarterly review
Setting Up QuickBooks
Set up QuickBooks file with a 12-month discount
Customize Chart of Accounts to fit industry standards
Design form and email templates as needed
1 Hour Training
Review how to connect bank accounts
Training of basic functions such as invoicing, transfers, expenses, etc.
Review core financial statements