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Initial Consultation: 

  • What is the structure of your business, S-Corp, LLC, C-Corp, Partnership or LLC?
  • How does your business make money?  Resale, Service, Manufacturing?
  • Do you report on a cash basis or accrual basis?
  • How do you get paid?  Cash, Checks, Credit Card, Terms.
  • How do you pay your business expenses? Cash, Checks, Credit Card, Terms.
  • What is your current chart of accounts?
  • What are your key performance indicators?
  • Are you doing payroll or are you using an outside service?
  • Do you carry inventory and what inventory control system do you currently use?

After our initial free consultation a date for implementation will be scheduled.

Set Up:

  • The appropriate QuickBooks Online option will be configured and installed with the a customized chart of accounts.
  • Bank and credit card feeds will be installed for automatic download to QuickBooks.
  • Initial reconciliation of all bank and credit card accounts will be performed.
  • Reports and forms will be created based on the consultation.
  • Identified employees will be trained for necessary functions


  • You will get timely and accurate information of your business’s performance.