One-time engagement packages available for those looking for a one-time accounting solution
Implementation Package
For any client that comes into a monthly engagement or CFO monthly package
Description: We set up and configure the complete accounting solution for the business
| QuickBooks installation and set-up | |
| Company file established | |
| All tax accounts set up | |
| QuickBooks training provided | |
| Chart of Accounts established | |
| Preferences and time-saving tools implemented | |
| Initial balances set, and accounts reconciled | |
| Invoices customized | |
| Set up of 1099 subcontractors as well as all forms, emails and documents | |
| Sales items entered with mapping to accounts | |
| Set up items and or products |
Tech Package
For an advanced client that needs a more robust system
Description: This package will be used in conjunction with the Advanced Accounting Package
| Installation & Configuration of: | |
| Bill.com | |
| Receipt Bank | |
| Hubdoc | |
| Dropbox | |
Clean-Up Package
Choose this package if you have an accounting system in place, but it isn’t effective
Description: Complete overhaul of an existing accounting system
| Software program / versions reviewed and updated | |
| Chart of Accounts reviewed and cleaned up | |
| All accounts fully reconciled | |
| Profit and loss statements reviewed and cleaned up | |
| General ledger reviewed | |
| Email invoicing features set up | |
| Invoices customized | |
| Time-saving tools reviewed, recommended and implemented | |
| Accounts payable reviewed and cleaned up | |
| Accounts receivable reviewed and cleaned up | |
| 1099 subcontractor forms reviewed and set up | |
| QuickBooks audited | |
| Overall business analyzed and reviewed |