You will get QuickBooks Online Setup – Get Your Books Organized & Ready
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Project details
Get your QuickBooks Online account set up professionally so your business finances are organized, accurate, and ready for ongoing bookkeeping. I’ll set up your accounts, categorize income and expenses, connect your bank/credit cards, and optionally guide you through using QBO confidently.
Whether you’re starting fresh or moving from another system, this package ensures your books are structured correctly from the start.
Tier Packages
1. Starter Setup
Price: $90
Delivery: 2–3 days
Includes:
Setup of 1–2 accounts (bank, credit card, PayPal, etc.)
Simple chart of accounts
Income and expense categories
Optional Zoom walkthrough add-on
2. Standard Setup
Price: $300
Delivery: 4–5 days
Includes:
Setup of 3–4 accounts
Customized chart of accounts for your business
Categorized income/expenses
Bank/credit card integration
Invoice/payment setup
Optional Zoom walkthrough add-on
3. Complex Setup
Price: $500
Delivery: 5–7 days
Includes:
Setup of 5+ accounts or multiple entities
Full chart of accounts with custom categories
Optional import of historical transactions (client manages post-import)
Bank/credit card integration
Invoice/payment setup
Optional Zoom walkthrough add-on
Whether you’re starting fresh or moving from another system, this package ensures your books are structured correctly from the start.
Tier Packages
1. Starter Setup
Price: $90
Delivery: 2–3 days
Includes:
Setup of 1–2 accounts (bank, credit card, PayPal, etc.)
Simple chart of accounts
Income and expense categories
Optional Zoom walkthrough add-on
2. Standard Setup
Price: $300
Delivery: 4–5 days
Includes:
Setup of 3–4 accounts
Customized chart of accounts for your business
Categorized income/expenses
Bank/credit card integration
Invoice/payment setup
Optional Zoom walkthrough add-on
3. Complex Setup
Price: $500
Delivery: 5–7 days
Includes:
Setup of 5+ accounts or multiple entities
Full chart of accounts with custom categories
Optional import of historical transactions (client manages post-import)
Bank/credit card integration
Invoice/payment setup
Optional Zoom walkthrough add-on
Industry
Agriculture, Business Services & Consulting, Construction, Ecommerce, Energy, Fashion & Apparel, Financial Services, Food & Beverage, Gaming, Legal, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Nonprofit, Real Estate, Religion & Spirituality, Retail & Wholesale, Telecommunications, Transportation & Automotive, Wellness, Writing & PublishingTarget Country
United StatesWhat's included
| Service Tiers |
Starter
$90
|
Standard
$250
|
Advanced
$400
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Optional add-ons
You can add these on the next page.
Zoom Walkthrough
+$50
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JA
James A.
Nov 20, 2025
Bookkeeper Needed to Test AI Bookkeeping Platform
About Ellie
Ecommerce Bookkeeper | Shopify & Amazon Cleanup|Monthly QBO Management
100%
Job Success
Midland, United States - 7:53 pm local time
Most e-commerce sellers I talk to are growing, but their numbers are a mess. Payouts don't match the bank. COGS is off. Stripe, PayPal, or Amazon accounts haven't been reconciled in months. And at the end of the year, they hand their accountant a disaster instead of clean books.
I fix that, and I keep it fixed.
I specialize in QuickBooks Online cleanups and monthly bookkeeping for Shopify and Amazon sellers doing $500K to $5M+ in revenue. That's a specific range for a reason: at that stage, your books aren't just a tax exercise. They're what you use to make real decisions — about cash, about margins, about whether you can afford to reorder inventory.
What a cleanup with me looks like:
-I start by understanding your sales channels, payment processors, and what's currently broken
-I reconcile Shopify, Amazon, Stripe, and PayPal, so every payout is accounted for, including fees
-I fix COGS and inventory so your margins actually make sense
-I clean up the chart of accounts and categorizations, no more "ask your accountant" guesswork
-I hand you financials you can actually read, and I explain what they mean in plain language
After cleanup, most clients move to a simple monthly structure so their books stay accurate and under control, no more scrambling at tax time.
Why sellers work with me:
-I respond fast and communicate clearly, you won't be chasing me for updates
-I explain your numbers in plain English, not accountant-speak
-I work in QBO and understand how ecommerce revenue actually flows, payouts, refunds, fees, COGS, all of it
Cleanups are billed hourly because every mess is different, no inflated flat-fee guesses upfront
Monthly maintenance is a fixed rate, predictable, no surprises, easy to budget for
If your books are behind, broken, or you just don't trust the numbers, send me a message and tell me what platform you're on and roughly how far behind things are. I'll tell you honestly what it'll take to fix it.
Steps for completing your project
After purchasing the project, send requirements so Ellie can start the project.
Delivery time starts when Ellie receives requirements from you.
Ellie works on your project following the steps below.
Revisions may occur after the delivery date.
Client Provides Info
You’ll share your QuickBooks Online access (or invite me), your account details, and any business info needed to get started.
Account Review & Setup Plan
I’ll review your business needs and create a setup plan—deciding how to organize your chart of accounts and categories for best results.