Pretty straight forward. After an initial consultation we will collect pertinent data from the client and set up a QuickBooks file, complete with a custom chart of accounts, custom reports, custom invoices/sales receipts and bank feeds.
Our catch up clients already have an accounting file and they are happy with their set up. We will reconcile and generate reports for the time period requested.
SET UP AND CATCH UP
This is our favorite! As the name implies, we set up an accounting file for our client and then catch up the time period requested in the new file.