Clean Digital Books Setup


Few things are as important to your business as having an intimate and accurate understanding of your financial situation. Yet, few things are as universally loathed within small businesses as cashflow calendars, cash projections, and all things bookkeeping.
Let us take the headache out of understanding your financial situation with our Clean Digital Books Setup. Here’s what we do:
- Setup invoicing and bookkeeping software subscriptions (Quickbooks Online)
- Connect bank accounts, loan accounts, and credit cards to QBO
- Setup ACH and credit card acceptance from invoices in QBO
- QBO customized with your company details and branding
- QBO invoices set up with up to 15 products
- Create templates for invoices, sales receipts, and past due reminder messages
- Create Recurring Income/Expense lists
- Create basic rules for incoming expenses
- Basic training for partners on how to check in expenses, create and send invoices, receive payments, sending payment reminders, setting due terms, pulling basic business reports, and more.
Is it imperative that all that gets done? Absolutely.
Could you do all this yourself? 100%
Are you going to? Probably not.
So, let us do it for you.
Get Started In 3 Simple Steps
Our straight forward and transparent process allows you to find your company’s future leaders.
01
ASSESSMENT
We will analyze and assess your business to find the biggest areas for improvement.
PLAN
We’ll work closely with you to develop a customized plan to help grow your business.
03
GROW
Break through the ceiling as your business hits the ground running and starts to grow.
Tired Of Being Trapped By Your Glass Ceiling?
Let's Talk.
In The Meantime, See Where Your Business Stands