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SMALL BUSINESS QUICKBOOKS SETUP

WOULD YOU LIKE TO FEEL CONFIDENT AND IN CONTROL

OF YOUR FINANCES?

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

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WOULD YOU LIKE TO FEEL LESS STRESSED AT TAX TIME?

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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.

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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.

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

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I got you!

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