Setup for Success

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

What’s Included

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 and 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


Schedule a Complimentary Discovery Session

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