Cloud Accounting Setup for QuickBooks® Online

A PROPER SETUP IS ESSENTIAL TO MAXIMIZING THE VALUE OF YOUR ACCOUNTING SYSTEM.

We see many common pitfalls and mistakes when business owners set up their accounting systems on their own. Avoid future messes by letting us help. We’ll draw on our training & experience to set up a customized QuickBooks® Online system tailored to your company’s unique needs. A great foundation helps everything run more smoothly.

Our Setup packages are customizable, so if there’s a specific component you don’t want, we can usually exclude it and adjust the price accordingly.

Your Options for
Setup of QuickBooks® Online

This is the best option for business owners who want all the benefits of the Standard package but also want financial statements for one or more reporting periods covered by the setup. It also includes setting up budgets to allow for variance reporting in the current year.

Insight

This is the best option for business owners who want all the benefits of the Standard package but also want financial statements for one or more reporting periods covered by the setup. It also includes setting up budgets to allow for variance reporting in the current year.
This is our most popular option. It’s for business owners who want the solid foundation of the Essential package going forward but also have open customer invoices and/or vendors bills. We take care of it so you can focus on your business.

Standard

This is our most popular option. It’s for business owners who want the solid foundation of the Essential package going forward but also have open customer invoices and/or vendors bills. We take care of it so you can focus on your business.
This option is for business owners on a tight budget who simply
want to set up the basics and have no open A/R or A/P. Includes opening balances and a custom chart of accounts that allows for meaningful reporting going forward.

Essential

This option is for business owners on a tight budget who simply want to set up the basics and have no open A/R or A/P. Includes opening balances and a custom chart of accounts that allows for meaningful reporting going forward.


Planning meeting to determine your specific needs  

Set up your QuickBooks® Online subscription 

Configure settings, users and permissions

Design and set up chart of accounts 

Connect bank feeds 

Set up account balances (excl detail for open A/R and A/P) 

Set up customers/clients and vendors  

Set up client projects 

Set up products and services 

Set up open A/R invoices and A/P bills 

Set up to receive online payments 

Set up budgets 

Prepare financial statements (for one time period) 

insight

STANDARD

Essential

sscpa icon AVAIlABLE Add-Ons

Catch up on transactions 

Catch up on reconciliations 

Financial statements for additional periods 

insight

STANDARD

Essential

Pricing is based the scope of your specific situation as well as your preferences for various options.

HOW YOU’LL BENEFIT

Peace of Mind

Peace of Mind

Not sure how to set up your accounting system properly and optimally for your company’s needs? Now you don’t have to worry. You can rest easy knowing we have the tools, training, and experience to get it done right.

Focus

Focus

With us taking care of your setup for you, you can focus on your business and what matters most.

Freedom from Supervisory Chores

Freedom from Supervisory Chores

Unlike bookkeeping and accounting employees, we don’t need to be trained or supervised. We’ll confidently take charge of the project and keep you informed along the way. When we need information from you, we’ll let you know and provide guidance as needed if you’re not sure how to get the information.

Ready to get started?