Setup for Success

As a business owner, are you struggling to understand how your business is doing?
Are you looking for insight into your numbers so that you can grow your business?
Do you want to be sure that your financials are accurate?


Combining our Setup for Success solution with Monthly Bookkeeping Management is the best option to keep your books organized and to give you peace of mind.

What is Included?

  • Initial onboarding meeting to discuss the specifics of your business
  • Creating a QuickBooks® Online file and converting existing data, if applicable
  • Connecting all accounts to QuickBooks® Online
  • Categorizing, organizing and reconciling your data
  • Connecting any 3rd party applications that will improve efficiency
  • Preparing interim financial statements
  • Wrap-up meeting to review your QuickBooks® Online file and to answer any initial bookkeeping questions
  • Access to our trusted network of business professionals
Setup for Success

Schedule a Complimentary Discovery Session

Are you looking for peace of mind and more time in your day?  We offer a 45 minute complimentary discovery session so we can learn about your business and to discuss how our solutions can give you back time in your day.