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Copy of DIGITAL PRODUCT PROMOTIONAL POSTS (2).png

QuickBooks Setup & Review

$199.00

The QuickBooks Online Setup & Review is a one-time service designed to ensure your QuickBooks account is set up correctly from the start — or reviewed and adjusted if you’ve already begun using it.

This service is ideal if you:

  • Recently started using QuickBooks Online

  • Feel unsure whether your setup is correct

  • Want professional confirmation before moving forward

  • Are transitioning from spreadsheets or another system

The QuickBooks Online Setup & Review is a one-time service designed to ensure your QuickBooks account is set up correctly from the start — or reviewed and adjusted if you’ve already begun using it.

This service is ideal if you:

  • Recently started using QuickBooks Online

  • Feel unsure whether your setup is correct

  • Want professional confirmation before moving forward

  • Are transitioning from spreadsheets or another system

What’s included

This service includes a review of:

  • Account and company settings

  • Chart of Accounts structure

  • Bank and credit card feed setup

  • Opening balances and basic setup items

  • Overall workflow and obvious red flags

You’ll receive:

  • A summary of findings and recommendations

  • Confirmation of what looks good and what needs adjustment

  • Clear next steps based on your setup

What this is (and isn’t)

✔ Setup guidance and review
✔ Structural and workflow-focused

❌ Not ongoing bookkeeping
❌ Not retroactive cleanup
❌ Not tax preparation or advice

If deeper cleanup or catch-up work is needed, I’ll outline options separately.