To ensure a smooth and seamless transition as we begin working together, we charge a one-time setup fee. This fee covers the time and resources required for the initial onboarding process and the setup of your subscriptions.
Here’s what’s included:
Account Setup & Customization: We’ll configure your QuickBooks subscription to match your business needs, ensuring it’s tailored for maximum efficiency.
Onboarding & Training: We guide you through the initial steps and provide training on how to use the system effectively (optional).
Subscription Integration: We’ll add and set up any additional subscriptions you need, such as QuickBooks Online (QBO) or payroll services, ensuring everything is linked and working together smoothly.
Initial Data Import: If needed, we’ll assist with transferring your previous financial data into QuickBooks, so your records are up-to-date and ready to go.
Personalized Support: Receive dedicated support during the onboarding process to make sure your setup is done right from the start.
This setup fee helps us provide the personalized attention and expertise required to get your account fully up and running, making sure everything is set up correctly for long-term success.
To ensure a smooth and seamless transition as we begin working together, we charge a one-time setup fee. This fee covers the time and resources required for the initial onboarding process and the setup of your subscriptions.
Here’s what’s included:
Account Setup & Customization: We’ll configure your QuickBooks subscription to match your business needs, ensuring it’s tailored for maximum efficiency.
Onboarding & Training: We guide you through the initial steps and provide training on how to use the system effectively (optional).
Subscription Integration: We’ll add and set up any additional subscriptions you need, such as QuickBooks Online (QBO) or payroll services, ensuring everything is linked and working together smoothly.
Initial Data Import: If needed, we’ll assist with transferring your previous financial data into QuickBooks, so your records are up-to-date and ready to go.
Personalized Support: Receive dedicated support during the onboarding process to make sure your setup is done right from the start.
This setup fee helps us provide the personalized attention and expertise required to get your account fully up and running, making sure everything is set up correctly for long-term success.
