Quickbooks Online Services
QBO File Health Check
In a QBO File Health Check, we’ll deep dive into your Quickbooks Online file. We’ll look at the setup, data, and workflows for any “ailments” that may be throwing your books out of whack.
How it works:
Schedule a “kick off” appointment. The kick off is when we will get the ball rolling on the project.
At kick off, we’ll send you an email walking you through the process of getting the project started, including what items we need from you to complete the QBO File Health Check (e.g., bank statements, how to give us access to QBO).
Once we have everything, we’ll get to work and look through the “nooks and crannies” of your books so we can provide a proper “diagnosis”.
Once we’ve done a thorough review, you can schedule a video conference call to discuss our findings and recommended “treatment” to get your books back in peak condition. We’ll also provide you with a PDF report of our results.
NOTE: A $45 deposit is required at scheduling to save your spot.
Price: $450.00. If moving forward with a QBO Cleanup/Catchup, this payment will be applied to the final price that service.
QBO Cleanup/Catchup
As a savvy business owner, you know there’s nothing worse than making business decisions or filing your taxes than doing it with bad information. In a QBO Cleanup / Catchup, we’ll get your books in order and up-to-date so you have access to reliable information.
How it works:
First, complete a QBO File Health Check so we can assess the status of your books. You can book a QBO Health Check below, or see above for more details about the service.
When that’s done, we’ll discuss with you the process of moving forward with QBO Cleanup/Catchup services with us, including additional information needed to complete the project, and an estimated timeline for the project.
During the project, we will record outstanding transactions, resolve any critical issues, and clean up the data. We’ll also discuss with you the major highlights of the cleanup and provide you with a report so that you can be confident in the quality of the information you’re using.
Price: Varies based on size and complexity of project. Quote to be provided after QBO File Health Check is complete.
QBO Training & Consultation
Whether you’re looking for:
- General help using and understanding your Quickbooks Online file
- How to record specific or complicated transactions
- Customizing your reports to get the information you need from them
- Ways to streamline and improve your workflows
Whatever Quickbooks Online questions you got, we got you covered with our QBO Training & Consultation sessions.
How it works:
Schedule a training & consultation appointment.
Before the appointment, you’ll get a questionnaire to fill out so we can focus on your exact needs and challenges during the session. You’ll also need to provide us access to your books (we’ll provide instructions).
At the appointment, we’ll have a video conference call (up to 60 minutes). We’ll help you tackle those challenges so that you can get your systems running smoothly and manage your books with confidence.
NOTE: 50% of fee is required at scheduling to save your spot.
Price: $295/session
QBO File Setup
This QBO File Setup is for you if you’re new to Quickbooks Online. We’ll set up your Quickbooks Online system so that it is optimized for you. This will include things like:
- Edit the settings and other features to work around your needs, preferences, and workflows
- Set up a customized chart of accounts based on your business and transactions
- Customize the look of your sales forms such as invoices
- Import your customers and vendors
- Map out your products and services for accurate reporting
- Syncing your business-dedicated bank and credit card accounts (done together)
How it works:
Schedule a “kick off” appointment. The kick off is when we get the ball rolling on the project.
At kick off, you will receive an email that will guide you through the process of getting the project started, including providing all the information we need to set up your file. Once we have everything, we will set up your QBO file to best suit the needs of your unique business.
After setup is complete, you’ll schedule a video conference call (up to 60 minutes). During this call, we’ll work together to sync your bank and credit card accounts. We’ll also walk you through your newly set up file, introduce you to the features and reports we think will benefit you, and guide you through the best practices of using Quickbooks Online file so you can start working on your books with ease.
NOTE: A $75 deposit is required at scheduling to save your spot.
Price: no prior balances to import $425; with prior balances to import $595