You will get a QuickBooks file that is custom to your business needs
You will get a QuickBooks file that is custom to your business needs
Project details
I am a QuickBooks ProAdvisor who is excited to help new businesses and entrepreneurs get started the right way. Every business is unique and I want to make sure that your QuickBooks file is set up for successful bookkeeping maintenance. A lot goes into starting a new business and I want to be an ally in setting up and managing your books so that you can have a clear understanding of your financials and how your business decisions affect your bottom line.
Project Type
Data Entry, OtherWhat's included
| Service Tiers |
Starter
$75
|
Standard
$125
|
Advanced
$275
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 0 | 0 | 0 |
Frequently asked questions
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SG
Sarah G.
May 7, 2024
Review my Books
Great job! Quick and pleasant!
About Barbara
Bookkeeper | QuickBooks Online ProAdvisor
Bainbridge Island, United States - 1:56 pm local time
Ways that I can help
- Custom QuickBooks Online account creation
-QuickBooks Online Review for accuracy and efficiency
-Catch up and clean up for previous months
-Ongoing financial management of bookkeeping
-Account reconciliation
-Custom reports
-Payroll
My Process for Getting Started
Discovery call - We will have a quick chat about what your business needs and make sure that we are a good match to work together.
Data Review - I will have a look at your financial data whether that be through QuickBooks Online or bank statements so that I can gain a deeper understanding of how your business works.
Agreement - We will discuss the terms of our agreement and start a contract on Upwork.
If you have any questions about the services I offer or my process, please feel free to message me.
Steps for completing your project
After purchasing the project, send requirements so Barbara can start the project.
Delivery time starts when Barbara receives requirements from you.
Barbara works on your project following the steps below.
Revisions may occur after the delivery date.
Provide Information
You will provide me with all of the information I need to set up your file.
File Creation and Customization
I will set up your business' QuickBooks account, customize the chart of accounts, and add you as an admin to your company.