Key Setup Packages

Let us get you going on Xero, or discuss QuickBooks Online  (The desktop version is also supported, but not always ideal for many businesses for maximum efficiency and functionality). For details of the services included in each package, see the What’s Included section below.

Bookkeeping Evaluation

$ 349

One-Time FeeInitial consultation

Assessment of existing QuickBooks/Xero file

Written recommendations for your current and future accounting needs

Meeting to review

SIGNUP

New Business Start-up Setup

$ 549

One-Time FeeInitial consultation

Xero customization

Bank feeds setup

SIGNUP

File Conversion to QuickBooks Online or Xero Best Value!

$ 499 or Less

One-Time FeeAsk about special pricing for signing a bookkeeping contract with your conversion!

Initial consultation

Assessment of existing QuickBooks/Xero accounting file (other accounting systems including proprietary supported for additional fee)

Written recommendations

Phone or Internet Video Call Meeting to review

Customize Xero file

Import your data

Setup your bank feeds so your banking information is pulled right into the software each day if your bank participates (Most major banks do)

SIGNUP

Standard Operating Procedure Manual

$ Varies

Per MonthTired of wondering “how was that done?” when it comes to your books? 

Let’s fix that!  Comprehensive manual includes:

  • A description of the “How-To” for your accounting / financial position or department.  This standardization of accounting procedures ensures a smooth workflow and maximum efficiency when it comes to performing the accounting and bookkeeping duties for your business. 
  • A freebie of this process will be identification of problem areas that could use improvement, either efficiency-wise or that could lead to better cash flow, more income or reduction of expenses (similar to the Bookkeeping Evaluation).

SIGNUP