Initial Quickbooks Set Up

Service Description

🔸QuickBooks Setup and Ongoing Support At JECI Group, we transform financial chaos into clarity with our comprehensive QuickBooks setup and support services. From initial consultation to monthly reports, we ensure your business is fully set up on QuickBooks, providing transparency and empowering informed financial decisions. 🔸Initial Consultation We begin with a detailed consultation to understand your needs: ∙ Assess Financial Records: Review existing books and processes to identify gaps or errors. ∙ Understand Business Goals: Discuss your objectives and reporting preferences. ∙ Plan QuickBooks Setup: Determine the best QuickBooks version and configuration for your business. 🔸QuickBooks Setup Process Our streamlined setup ensures QuickBooks is tailored to your needs: 1.) Account Setup: ∙ Create and configure your QuickBooks account with company details and user access. ∙ Customize the chart of accounts for your business. 2.) Data Migration and Cleanup: ∙ Import data from spreadsheets or other software. ∙ Clean up inaccuracies, reconciling discrepancies. 3.) Automation: ∙ Connect bank accounts and payment platforms for seamless transaction imports. ∙ Set up rules for automatic transaction categorization. 4.) Training: ∙ Train your team on QuickBooks features like invoicing and expense tracking. ∙ Share best practices for efficient use. 5.) Testing: ∙ Verify data accuracy and test integrations. ∙ Perform initial reconciliations for a clean start. 🔸Ongoing Support and Reporting We provide continuous support to keep your finances on track: ∙ Weekly Reports: Summarize cash flow and expenses for quick insights. ∙ Monthly Reports: Deliver profit and loss, balance sheets, and custom reports. ∙ Quarterly Reports: Provide in-depth analyses for strategic planning. ∙ Full-Service Support: Offer ongoing assistance with reconciliations and updates, ensuring transparency. Price: $199 one-time setup fee + $99/month for ongoing support Details: ∙ One-time setup fee covers consultation, account configuration, data migration, cleanup, automation setup, training, and testing. ∙ Monthly support includes weekly/monthly/quarterly reports and ongoing assistance with reconciliations and QuickBooks management. ∙ Ideal for businesses seeking a complete, hands-off QuickBooks solution.