Bookkeeping, Payroll & QuickBooks Setup
Clean books are the input to everything else — financing, taxes, valuation. We set the system up correctly and keep it reconciled.
Setup
- Chart of accounts designed for your industry
- QuickBooks Online setup, migration or cleanup
- Bank and card feed connection and rules
- Invoice, estimate and receipt workflow
Ongoing
- Monthly categorization and reconciliation
- Payroll provider onboarding and coordination
- 1099 contractor tracking and year-end preparation
- Monthly financial package delivered to you and your CPA
Scope limits
We do not file tax returns or provide tax advice. We prepare records and coordinate with your CPA.
What you receive
- Configured accounting file
- Reconciled monthly books
- Monthly financial package
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