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Stage 1 -  The Discussion

"Let's discuss your business needs and current accounting software to tailor a customizable package. Select your QuickBooks Online subscription level and determine your start date or cleanup period."

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Stage 2 - Services Selection & Contract

"Review proposed package and fees, sign contract, gather documentation to start QuickBooks Online, and liaise with your accountant."

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Basic Support Package

  • Consistent monthly Bank feed downloads categorizations into QuickBooks Online.

  • Monthly Bank, Credit Card and Loan Account reconciliations.

  • Monthly emailed Statements of Financial Position:  Profit & Loss, Balance Sheet and Cash Flow

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Additional Services

  • Accounts Receivable & Payable Assistance. 

  • Accounts Receivable & Payable Management.

  • Accounts Receivable & Payable Aging Reports.

  • Comparison Reports.

  • Payroll Manual Entries or Data Feed.

  • Accounts Clean Up.

  • Accounts Catch Up.

  • Tax Preparation.

  • Job Coting & Estimates

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Experience personalized assistance designed to meet your unique business requirements, starting from just $400 per month or less.


Our flexible plans are fully customizable, ensuring that you receive the precise support your business demands.

Tailored Support,

Contact Us Today!

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