Accounting Setup

 

clean up my books | hourly estimate provided

Great for when:

  • You have an existing system that you’d like to keep but need to learn how to utilize it better

  • Your books have been neglected

  • Things aren’t reconciling

What You get:

  • Free 30 minute discovery video chat/phone call to evaluate your needs and come up with a plan

  • Written proposal provided

  • Evaluation of current system, general ledger, and processes

  • Written recommendations on issues found and suggested improvements

  • Journal Entries or suggested corrections to enter into your system

  • Video chat/phone call to discuss recommendations and corrections


get me started (new biz setup) | Starting at $450

Great for when:

  • You have no existing accounting system

  • You have no process for tracking expenses and income

  • You have a paper (or spreadsheet) process but it is very cumbersome and taking too much of your time

You get

  • Onboarding video chat/phone call to evaluate your needs and come up with a plan

  • Xero Customizations (chart of accounts setup, invoice template, sales tax setup, management reports)

  • Guided Bank Feeds Setup

  • 1 hour screen-share training on using Xero

  • 30 Days of phone/email support


upgrade me (system migration) | starting at $950

Great for when:

  • You’re not happy with your current accounting system

  • You want to move your books to the cloud and have access to them anywhere, in real time

  • You want streamlined processes moving forward 

You get:

  • Onboarding video chat/phone call to evaluate your needs and come up with a plan

  • Evaluation of current system, general ledger, and processes

  • Written recommendations on issues found and suggested improvements

  • Journal entries or suggested corrections to enter into your system prior to migration

  • Video chat or phone call to discuss corrections

  • Data migration (export from current system & import to Xero)

  • Xero Customizations (chart of accounts setup, invoice template, sales tax setup, management reports)

  • Guided Bank Feeds Setup

  • 2 hour screen-share training

  • 30 Days of phone/email support


i need more (additional options) | fees vary

Contact me for a customized proposal. Options include:

  • Payroll Setup

  • Hubdoc Setup

  • WorkflowMax Setup

  • Payment Setup

  • Other App Addon Setup