QuickBooks Online (QBO),Xero or Zoho Setup or migration
Starting at
$
20
About this service
Summary
Kickstart your bookkeeping journey with confidence! Let me professionally set up your QuickBooks Online account with accurate company settings, a tailored chart of accounts, and correct opening balances for hassle-free reconciliation. Plus, enjoy a follow-up session to review your setup, get your questions answered, and receive expert guidance for maintaining flawless financial records.
Process
Here’s How It Works:
Discovery Call: We’ll meet via Zoom to discuss your business goals and accounting needs.
Provide Access: You’ll share access to your QuickBooks Online or Xero account for setup.
Company Profile Setup: I’ll configure the right company settings, including fiscal year and tax preferences.
Chart of Accounts Customization: I’ll tailor your chart of accounts for accurate financial reporting.
Opening Balances Entry: Input accurate opening balances to ensure smooth reconciliations.
Bank Account Connections: You’ll link your bank and credit card accounts for efficient transaction syncing.
Post-Setup Review: A follow-up Zoom meeting to review the setup, answer questions, and provide expert recommendations for maintaining accurate bookkeeping.
What's included
Accurate Company Settings
Set up your business details for seamless bookkeeping and reporting.
Tailored Chart of Accounts
Create a customized chart of accounts for financial clarity.
Correct Opening Balances
Ensure accurate reconciliations with proper starting balances.
Follow-Up and Guidance:
Review your setup, answer questions, and provide expert tips for success.
Duration
1 day
Skills and tools
Accountant
Auditor
Bookkeeper
Microsoft Excel
Quickbooks
Xero
Zoho Books
Industries
Investment & Asset Management
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