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?


Our Setup for Success solution is the best option to get your books organized and to give you peace of mind.

What's Included?

  • An initial kick-off meeting to discuss the specifics of your business and to obtain necessary documents and information
  • Setup or conversion of data in QuickBooks® Online
  • Connection of all bank and credit card accounts
  • Categorization, organization and reconciliation of your data
  • Connection of any 3rd party applications that will improve efficiency
  • Preparation of interim financial statements
  • A wrap-up meeting to review the financial reports and discuss any findings with you
  • Access to our trusted network of business partners for referral if needed
  • Availability to answer your bookkeeping questions
Setup for Success

Request 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.