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We work exclusively within QuickBooks Online

​All prospective monthly maintenance clients must go through our QuickBooks Online Setup or Clean-Up services. This ensures that the maintenance we conduct is on a strong foundation that is pre-tailored to your business needs. 

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QuickBooks Diagnosis

This is the best way to see what is going wrong with your QBO Account. We review your account for errors and efficiency. We audit your:​

  • Balance Sheet

  • Undeposited Funds

  • Invoicing Setup

  • Bank Feed Connections

  • Payroll Journal Entries

  • Accruals/Prepaid Journal Entries

  • Chart of Account/categorization consistency

  • Provide a full report with errors founds and recommendations

QuickBooks Setup

  • Customize the Chart of Accounts to match the business structure

  • Invoice settings/designs

  • Setup all employees/contractors' data

  • Connecting Bank Feed + open balance entry

  • Full Balance Sheet setup (loans, equity, etc)
  • Upload transactions
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QuickBooks Cleanup

  • 10-Step Full Clean-Up Process

  • 12-month clean up typically completed within 30 days

  • Multi-year clean up typically completed within 60 days

  • A detailed review of individual transactions + reconciliation

  • Year/Multi-year financial analysis to review gaps, concerns, and areas of growth discovered after clean-up is completed.