QuickBooks Setup

Build a clean, organized financial foundation from the start.

What you'll get:

  • Customized QuickBooks company setup and chart of accounts
  • Banking and credit-card connections with core financial reports
  • 60-minute QuickBooks training and handoff session

Your investment is $650. QuickBooks and other software subscription fees are not included. After purchase, you’ll complete your QuickBooks Setup Onboarding Form. Once your onboarding is submitted, you’ll be guided to schedule your 60-minute QuickBooks training and handoff session.