QuickBooks Online (QBO) or Xero Setup

Accountant

Financial Advisor

Bookkeeper

Microsoft Excel

Quickbooks

Xero

What’s stopping you from organizing your finances with QBO or Xero?

Worried about the cost? Not sure how to get started? Think your business is too small to see the benefit?

Now, imagine this:

Automating tasks to free up precious time for what truly matters.

Partnering with your bookkeeper for expert guidance every step of the way.

The freedom to scale your business while keeping your financial history intact.

Let QBO or Xero simplify your finances. Track your transactions, create reports, and access real-time insights into your business performance. These tools save time, reduce errors, and make tax season stress-free.

With accurate financial data at your fingernail, you’ll:

Enjoy peace of mind knowing your finances are in excellent shape.

Make confident decisions that drive business growth and long-term success.

Here’s what to expect:

1. Initial Consultation: We’ll meet via Zoom to discuss your business goals and needs.

2. Access to Your Books: You’ll provide me access to your QBO or Xero account.

3. Setup & Optimization: After receiving the necessary forms, I will set up QBO or Xero with the right company settings, clean up and customize your chart of accounts, enter opening balances, and run key reports to ensure everything is set up correctly.

4. Account Connections: You’ll link all your business accounts for smooth and efficient financial tracking.

5. Post-Setup Review: We’ll schedule a follow-up Zoom meeting to review your setup, address any questions, and provide recommendations for maintaining accurate bookkeeping.

Feel free to check out my work history on Upwork here, where you’ll find many 5-star reviews from satisfied clients, like this one:

Naadeidei was great! She was responsive and had a high level of attention to detail. She was also patient in explaining unfamiliar processes to the business owner and was very dedicated to helping us solve our bookkeeping needs."