SMALL BUSINESS QUICKBOOKS SETUP

WOULD YOU LIKE TO FEEL CONFIDENT AND IN CONTROL

OF YOUR FINANCES?

DO YOU NEED TO KEEP BETTER TRACK OF INVOICES AND CUSTOMER INFORMATION?

WOULD YOU LIKE TO FEEL LESS STRESSED AT TAX TIME?

I AM HERE TO HELP!

As a small business owner myself, I do a lot of networking and have met many entrepreneurs and solopreneurs who are extremely passionate about their business but are unsure how to manage the financial side of it. With a degree in accounting, the bookkeeping portion of my business was the area in which I felt most confident about when I first started. I quickly realized that this is not the case for most business owners.

 

I have met so many creative-minded people who have launched businesses because they love what they do and want to share their gifts with the world. I have created this offer as a way to support and empower these amazing humans.

With this package, I will both set up your QuickBooks account and give you the tools to maintain your books going forward. I do offer bookkeeping services, but I believe it is extremely important for a business owner to know how to do their own bookkeeping and really understand their financial status. 

WHAT'S INCLUDED?

  • 30-minute intake call & custom proposal based on your needs

  • 1-hour set up call

  • QuickBooks set up - includes set up of chart of accounts, customer list, vendor list, and products & services list

  • Reconciliation of bank and credit card accounts (think to balance a checkbook)

  • 1-hour Quickbooks tutorial call

  • A monthly & weekly task list to keep your Quickbooks up to date

  • 1-hour call to create a customized receipt tracking process

  • 1-hour follow up call 

  • Access to me via email for the time we work together

IN OUR SESSIONS...

  • We will determine which Quickbooks plan is right for you 

  • We will discuss your personalized bookkeeping needs

  • You will learn how to maintain your books, including learning how to...

    • Update bank & credit card accounts and categorize the transactions

    • Reconcile all accounts

    • Attach receipts to transactions

    • Add new customer, vendors, products & services​
    • Create invoices & record payments
    • Run financial reports

YOU WILL WALK A WAY WITH...

Zoom recording of our calls to reference.

An understanding of how to maintain your bookkeeping.

Are you a soloprenuer, creative or small business owner in need of bookkeeping support?

I got you!