Accounting Software Setup
Starting a new business? Or new to the world of accounting software? I’ll review your needs, make a software recommendation and complete the initial setup from scratch specific to your business. We will discuss a training or support package as well, if needed.
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.
LivePlan Set-up and Implementation
Research shows that businesses that plan grow 30% faster than those that don’t. But business plans are tedious, time-consuming and an ongoing project. As certified LivePlan advisor, I will use this powerful tool to produce a comprehensive business plan, including a financial forecast, industry benchmarking, financial insights, or to manage your cash flow and budgeting on an ongoing basis. Note: Initial set-up is a separate one-time cost and monthly re-occurring fee.
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.