Accounting Software Setup
Starting a new business? Or new to the world of accounting software? Know you need help to track your numbers? But, unsure where to begin? Then, let’s chat!
We will discuss in-depth how your business operates and what bookkeeping components you will need to run your business behind the scenes: invoicing clients, paying bills, payroll, sales tax, and reports you will need. I’ll make software recommendations and 3rd party applications that will ensure a smooth back-end process. Then, I’ll set up QuickBooks Online from scratch, specific to your business as we discussed. We will discuss what to expect during the setup and training timeline process.
What is included in the Accounting Software Setup package?
- Setup of accounting software
- Create a customized chart of accounts, specific to your business
- Setup modules of accounting software that will be used based on initial conversation
- Determine QuickBooks starting date
- Add balances as of the starting date
- Connect bank feed with Client via a 10-minute screen share
- Create bank rules for bank feed
- Includes (2) hours of training via Zoom using screenshare; can be used in 15-minute increments or as email support. This is dependent on your skill and comfort level of QuickBooks Online.
What are the next steps?
- You complete the Number Nerd questionnaire
- You book a time for us to chat about your answers and your business specifics (a link to my schedule will pop up after you submit the questionnaire)
- We chat to make sure we are a good fit and have an in-depth discussion about how your business will receive and spend money. This determines what components of the program need to be set up, and any questions you may have about the “process” to get started.
- Number Nerd sends you a proposal, contract, and invoice
- You accept the proposal, sign the contract, and pay the invoice
- Number Nerd gets started
- We send you a to-do list and timeline of next steps
Ready to get started?
What’s that, do I hear a yes? Then, let’s do this! Head on over and complete Number Nerd’s questionnaire and schedule your initial consultation. After you complete the questionnaire the calendar link will pop-up and you can book a convenient time that works best for you.
We look forward to getting “nerdy” with your numbers!
Some other options …
Conversion to QuickBooks Online
Want to take Quickbooks with you wherever you go? I’ll seamlessly transfer your records from QuickBooks desktop to the online version and spend an hour training you to use the new version.
- Have you outgrown your current accounting software or “other” methods (shoebox or spreadsheets) and ready to make the switch?
- Is your current accounting software not working for you or it’s time to upgrade?
- Not sure how to do the conversion from one software to another?
- I’m here to help you choose the best choice and put it in action and implement it.
There’s a lot to think about when it comes to your business finances. At the very least, I’ll take care of applying customer payments, importing transactions via the bank feed, reporting, and monthly reconciliations. Click here for a full list of Bookkeeping Solutions available to you.
Don’t see what you’re looking for? Custom packages are available, so get in touch! Ready to get started? Then complete Number Nerd’s questionnaire and schedule your initial consultation. Let’s go!