Account Review Service

We’ll perform a comprehensive review of your current QuickBooks Online account, including the most recent fiscal year. During the review we’ll take detailed notes of findings, document process and account issues, and identify opportunities for better reporting, reconciliations, and tax readiness. Deliverables include:

• A clear summary of findings and prioritized suggestions

• Key tasks and action items for cleanup and process improvements

• Custom estimates for cleanup work and ongoing bookkeeping or advisory support

• Full access to all findings and documentation

A complimentary 30-minute follow-up video meeting is included to walk through the results and decide next steps.

Custom QuickBooks Online Setup with Curated Chart of Accounts

Get your QuickBooks Online account professionally configured with a curated chart of accounts tailored to your business. Our setup includes importing up to 1,000 lines of invoices, customers, vendors, and other data to ensure your books start clean and organized. We’ll provide a 30-minute follow-up meeting to review your new setup, connect bank feeds, and share quick tips for efficient use.

What’s included

• Curated chart of accounts customized to your business needs

• Import of up to 1,000 lines (invoices, customers, vendors, etc.)

• 30-minute review meeting to walk through the setup, connect bank feeds, and provide best-practice tips

• Estimate for on-going services provided after 30 minute follow-up meeting unless bank feeds are established prior.

• Client portal availability for scheduling and communication during the process.

Get payroll running fast with Gusto. We import the current year’s payroll history to preserve employee wages and year-to-date totals, help set up your state tax IDs*, and apply a $100 credit from Gusto when you start payroll software billing and complete setup within 30 days. Your team will get automated tax filings, direct deposit, and payroll reports so you stay compliant and organized from day one.

*State tax ID setup assistance depends on state requirements and may require employer-provided documentation and additional fees.

High-Impact Data Remapping. Required when moving active payroll records mid-year from alternative platforms (e.g., legacy ADP, Paychex). Includes manual input of multi-quarter individual pay stub lines, past tax liability check balances, and historical Form 941/940 validation to preserve flawless year-end W-2 compilation

Have over 5 employees on payroll? Add extra employees with this optional add‑on. (You must include anyone paid within this tax year)

Is your bookkeeping causing you midnight anxiety? Don't worry—most common financial messes can be solved with a few quick fixes. Use this checklist to audit your books, catch sneaky errors, and get your business back on track.