Setup for Success

Whether you are a brand new company or have been in business for years, our Setup for Success is right for you. 

  • An initial kick-off meeting to discuss the specifics of your business and to obtain necessary documents and information
  • Review of our New Business Setup Checklist to ensure that your business is in compliance
  • Setup of a new QuickBooks Online file
  • Connection of any 3rd party applications that will improve efficiency
  • Access to our trusted network of business partners for referral if needed
  • A wrap-up meeting to review the financial reports with you
  • Availability to answer questions as your business gets started

Contact us to learn more.

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