What To Expect
With our QuickBooks Online setup and support sessions, we walk you through the process and explain the steps to help you become more comfortable with the software. Our goal is for you to become confident with your bookkeeping system so that your books are organized, accurate, and detailed, making year-end and tax season preparations simple.
Whether you’re brand new to QuickBooks Online or have some experience, we teach the best tips and tricks to use the software effectively.
Step 1: We learn about your business
By understanding your daily, weekly, and monthly procedures, we can create a good workflow for your processes.
Step 2: Accounts setup
Using screen sharing, we review and clean up your chart of accounts, including payroll, receivables, payables, inventory, and more.
Step 3: Training
We guide you through the step-by-step process and watch as you complete them on your own so you can become familiar and comfortable with the software.
Step 4: Support
We work alongside you, answer any questions you have, and offer monthly or quarterly support to help you stay on track.