We will work with you to select the bookkeeping system you will use, set up your books, and import up to 3 months of data. Once everything is set up, we’ll do a 2-hour call to go over the system, how to use it.
- Selecting an accounting system
- Choose between Xero, Freshbooks, or QuickBooks Online and the various plans they offer
- Connecting up to 2 existing bank and credit card accounts
- Categorizing up to 3 months of income and expenses
- Reconciling statements
- 2-hours of training