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.