🔧 QuickBooks Setup Packages
Get your business set up for success with expert QuickBooks setup tailored to your needs. Choose the package that fits your stage of growth. If you use another software package like Sage or Xero, let’s discuss, we can help.
✅ Basic Package
Perfect for new businesses or sole proprietors who need a clean, simple start.
Includes:
- 30-minute pre-setup consultation
- QuickBooks account and company file setup
- Entry of company info (EIN, fiscal year, contact details)
- Standard chart of accounts
- Setup of 1 bank account and 1 credit card account
- Setup of up to 10 products/services
- 1 customized invoice/receipt template
- Setup of 1 user with access permissions
- Basic financial reports (Profit & Loss, Balance Sheet)
- 30-minute QuickBooks walkthrough
One-Time Fee: $650
⚙️ Standard Package
Great for growing businesses needing more customization and automation.
Includes Everything in Basic, Plus:
- Tailored chart of accounts by industry
- Import customer & vendor lists (up to 100 entries)
- Import of opening balances & 6 months of transaction history
- Setup of up to 3 bank/credit card accounts
- Up to 3 customized invoice/estimate templates
- Setup of up to 5 users with defined permissions
- Recurring transaction setup (invoices, bills, journal entries)
- Automated bank rules setup
- Integration with one third-party tool (e.g., PayPal, Square)
- 1-hour live training session
- 30 days of post-setup email or phone support
One-Time Fee: $1,500
🚀 Premium Package
Designed for established businesses needing full migration, customization, and hands-on support.
Includes Everything in Standard, Plus:
- Full data migration from other accounting software (Xero, Excel, etc.)
- Pre-import data cleanup and review
- Import up to 12 months of historical transactions
- Setup of inventory tracking and/or job costing
- Class or location tracking configuration
- Integration with multiple tools (ecommerce, POS, payroll, time tracking)
- Custom financial dashboard with KPI metrics
- Budgeting and cash flow forecasting setup
- Payroll module configuration (if needed)
- Data backup setup and security best practices
- Unlimited user setup with permissions
- Custom report creation (up to 5 reports)
- Two 1-hour live staff training sessions
- 60 days of priority support via phone, email, or video
One-Time Fee: $3,500
💬 Not Sure Which Package You Need?
Book a free discovery call and we’ll help you choose the right package based on your goals and business structure.
📞 Schedule a consultation – 864-781-0013