QuickBooks Online (QBO) or Xero Setup

pro

Naadeidei Owusu

(0)

Starting at

$

300

About this service

Summary

Start your accounting journey on the right foot! Get your QBO or Xero account professionally set up with the right company settings, a clean and customized chart of accounts tailored to your business, the correct opening balances for smooth reconciliation, and a follow-up meeting to review your setup, address any questions, and provide expert recommendations for maintaining accurate bookkeeping.
Ready to take the next step? Schedule your FREE discovery meeting today!

Process

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 in helping us solve our bookkeeping needs."

FAQs

  • Why is setting up QBO or Xero correctly important?

    Proper setup ensures accurate financial data, seamless reconciliation, and tax reporting. It saves time in the long run and avoids potential mistakes in your books.

  • Do I need an accountant to set up QBO or Xero?

    While QBO and Xero are user-friendly, it’s recommended to work with an accountant, especially if you have complex financial data, to ensure your setup is accurate and compliant with accounting standards.

  • How long does the QBO or Xero setup process take?

    The setup time varies based on your business size and complexity. For a small business with straightforward needs, it could take a few hours. Larger businesses may require more time for data import and customization.

What's included

  • Correct Company Settings

    The right company settings set the stage for flawless bookkeeping and reporting.

  • Simplified Chart of Accounts

    Ensure financial clarity with a chart of accounts tailored to meet your business needs.

  • Start Strong with Correct Balances

    Correct opening balances make reconciliations simple.

  • Questions and Follow-Up Discussion

    A follow-up meeting to review your setup, answer any questions, and offer expect recommendations for maintaining accurate bookkeeping.

Duration

2 weeks

Skills and tools

Financial Advisor
Bookkeeper
Account Manager
Microsoft Excel
Quickbooks
Xero

Industries

Bookkeeping and Payroll
Real Estate
Construction

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