Setup

Do you need your organization setup with an accounting solution?

We are certified in both Xero and QuickBooks Online!

Included in our standard setup:

  • Setting up the Chart of Accounts

  • Editing preferences to match your company needs

  • Creation of customized invoice template using your company logo

  • Setting up vendors and clients

Cleanup

With Our "Schuh" Box Package

Do you have a box of receipts and / or check stubs?  We can help!

  • Enroll you in Xero or QuickBooks and setting it up for your company

  • Customization of your Chart of Accounts

  • Sorting and matching your receipts with transactions

  • Entry of all transactions to appropriate categories

  • Reconciliation of all checking and credit card account

  • Preparation of reports

    • Balance Sheets​

    • Profit & Loss

Fee to be determined through an initial consultation phone call.