As needed support for the DIY Client!

Whether you are just starting your business or simply do not have a big enough operation to warrant monthly support, we offer as-needed consulting services. From training to clean-up, and even general consulting if you get stuck or need help with your books. We are here for you!

Accounting System Setup

Our professional system setup will ensure you get started with a firm foundation.

  • Create Xero/QBO Account
  • Input Business Details
  • Create a Custom Chart of Accounts
  • Create Custom Invoices (if applicable)
  • Connect Bank Feeds
  • Import outstanding A/P & A/R
  • Input Opening Balances

Consulting Services

For DIY clients, we offer a variety of consulting services to support you as needed.

  • Bank Reconciliations
  • Payroll Reconciliations
  • Sales Reconciliations
  • Balance Sheet Clean-up
  • Adjusting Entries
  • ...and more!

Historical Bookkeeping Clean-up

We are not afraid of messy books. We will have you caught up in no time.

  • Import Missing Data
  • Complete Reconciliations
  • General Ledger Review
  • Generate Reporting

Training: One-On-One

New to Xero or QuickBooks Online or just need help?

  • Xero/QBO Certified Trainer
  • Meet using video conferencing
  • Training can be recorded
  • 1-hour Sessions
  • One-On-One Attention

Training: Groups

Do you and your staff need training on Xero or QBO?

  • Xero/QBO Certified Trainer
  • Meet using video conferencing
  • Training can be recorded
  • 2-Hour Sessions
  • Instructor-led followed by Q&A

Accounting Design

Accounting design will document and outline your accounting process.

  • 1-hour scoping conversation
  • 2-hours of information interviews
  • 2-hours of design time
  • 1-hour rollout meeting
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