New Client Oboarding with QuickBooks Online
1 hour call or video chat to assess your company's needs and my ability to fulfill those needs.
Creation or conversion of company file in QuickBooks Online. Includes cleanup and conversion of existing QB Desktop clients.
This is on a discounted, per hour basis and will vary based on complexity.
Includes transaction classification, bank reconciliations, monthly reports and tasks agreed upon during onboarding. Pricing is fixed and to be agreed upon after initial onboarding costs.
For the first 30 days, while we assess your needs, I will work on a per-hour basis. You will be provided a detailed invoice at the end of the 30 days along with a proposed monthly fee.
After the initial 30 days, I will provide what I believe you'll need for bookkeeping coverage and the monthly fee. Quarterly bookkeeping can be billed in smaller monthly bills or a single bill each quarter.
Don't need a full time bookkeeper, but want help choosing a subscription and learning the ropes?
1 hour call or video chat to assess your company's needs and my ability to fulfill those needs.
In depth training on how to use QuickBooks Online and maintain your own bookkeeping.
Applying my notary stamp and signature to documents.
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