You will get QuickBooks Online Consultation - Features & Solutions Assessment
You will get QuickBooks Online Consultation - Features & Solutions Assessment
Project details
New to QuickBooks, looking to upgrade, or simply want to be sure you're getting the most out of your subscription? I will walk you through a brief needs assessment and determine what subscription level you will best serve your company's needs, ensuring you have all the functionality you'll need without paying for options you don't.
As a bonus, ProAdvisors can offer up to 30% off published subscription rates for one year on new accounts. This discount will more than pay for the cost of the assessment itself.
As a bonus, ProAdvisors can offer up to 30% off published subscription rates for one year on new accounts. This discount will more than pay for the cost of the assessment itself.
Target Country
United StatesWhat's included $65
These options are included with the project scope.
$65
- Delivery Time 4 days
Optional add-ons
You can add these on the next page.
Fast 2 Days Delivery
+$20
Build New QuickBooks File
(+ 1 Day)
+$50Frequently asked questions
5 reviews
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We hired Brian to work on a number of accounting related tasks then to assist with our website redevelopment. His skill set and ability to tie together every step of the commerce through accounting process was a powerful asset in this project! Will hire again!
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Brian is a QuickBooks whiz and knows so much about all aspects of business, making his ability to tie systems, concepts and processes together exceedingly efficient!!
About Brian
Accounting and Data Management Specialist
83%
Job Success
Medina, United States - 12:59 am local time
During my time as an accounting and management professional I have worked in the service, manufacturing, legal, and retail industries. I’ve managed financials, helped in audit support, written training manuals and instructed teams on accounting best practices, built international supply chain relationships, and architected the data models behind ERPs and web storefronts.
I’ve accumulated a number of strategic partnerships with what I’ve determined to be some of the best-in-class application developers on the market today. These partnerships afford me the latest training on feature developments, priority support, subscription discounts for clients in some cases, and the ability to work on a number of platforms and build integrations and automations between them all.
When you’re ready to stop paying for hours of mind-numbing copy/paste data entry, and realize the advantages of real-time data transfer and workflow automations, send me a request.
Steps for completing your project
After purchasing the project, send requirements so Brian can start the project.
Delivery time starts when Brian receives requirements from you.
Brian works on your project following the steps below.
Revisions may occur after the delivery date.
Schedule a consultation
Schedule a consultation by phone or video conference, which will be approximately one hour.
Review Client Needs
Speak to client about their needs and any particular circumstances that they feel should be considered. Complete the needs assessment checklist and determine the proper subscription level for their company.