Start on a solid base to avoid costly fixes later
If correctly setting up a new bookkeeping software is critical, learning the good practices help you avoid recurring problems.
The importance of proper set up and training cannot be overstated and will pay for itself a hundred times over
If you are setting up a brand-new file with QuickBooks Online
QuickBooks often offers a promotion on their website of 50% off for the first 3 months, but when files are created with us, we can offer 50% for 12 months.
After the 12 months the fees will go up to full price and you can switch to our billing to continue to receive savings:
As you can see if you switch over to our billing, your savings after the first year would be roughly 10%. Payroll base and Payroll per employee stays the same.
To determine the best QuickBooks Online plan you will need for your bookkeeping, consult the table in the QBO website link beside. Keep in mind, that upgrading and downgrading your QBO is easy; some clients will start with the lowest level and then upgrade if needed.
For most corporations, Essentials or Plus are the best options.
Once you have created an account and selected your plan
Software Setup and initial training
We charge a one-time $500 fee to setup your software, this includes one hour of training. The importance of proper set up and training cannot be overstated and will pay for itself a hundred times over.
Training can be customized to fit your needs (ex: basic bookkeeping training vs how to pull and review the reports); the session can have as many participants as you like; can be done in person or via video call.
The big pro to training via video is that it can be recorded for future reference.
Tech Support and training – QuickBooks Online, QuickBooks desktop, Adagio, and Sage.
Our Tech Support is provided via phone and via email. Our fee is $125/hour. If there are many questions, and you would like to learn how to correct the issues, you can typically get more value in booking a training session and get your answers in real time and with someone focused on your file.
For a Training session we charge $200, which typically includes approximately 1 hour with client and reasonable prep time and time to send follow up documents promised in session, when applicable.
Either option will result in us billing for value and requesting that you book in advance.
For bookkeeping services including reconcile and review bookkeeping completed by yourself, please visit our other page
You meet with us to diagnose the problems
30 minutes Free Consultation For New Clients
We explore and tailor solutions to your needs
You choose the solution you prefer and we execute the chosen plan
Enjoy Stress-Free Bookkeeping!
- Fees will be quoted and agreed upon before doing the work.
- Timeline will be provided.
- Remove complexity and explain problem & solution in a way you’ll understand.
* By Subscribing to our newsletter you will be eligible to receive 30 minutes of Free Consultation (Only redeemable for new clients).
Whether you are in the market for a full-service bookkeeper, or simply someone to support your current bookkeeper, allow our experienced team to take all the mundane tasks off your hands, allowing you can focus on doing what you are best.
- Full service monthly, quarterly, or annual bookkeeping services
- Payroll services (creating pay stubs, Direct deposit, Record of employment (ROEs), Workers compensation filings, T4 or T5018 preparation)
- GST/PST remitting
- Registering for GST/PST
- Tech support (Support setting up and getting started with QuickBooks Online, QuickBooks desktop, Adagio, and Sage)