Payroll Accounts Setup/Transfer: Starting at $300
Employee Data Transfer: Prices Will Vary
Accounting Setup/Transfer: Starting at $300
Examine Prior Tax Returns: Included in Onboarding
QuickBooks Onboarding Services
- QuickBooks Conversion/Setup: Starting at $495
- QuickBooks Payroll Conversion/Payroll Setup: Starting at $495
- QuickBooks Online User Training: Starting at $99
1.
Schedule an appointment to discuss your needs, ensuring proper resources to help your company.
2.
We’ll draft an engagement contract outlining the scope of services and our corresponding fees.
3.
We’ll schedule a second appointment to review and finalize the contract.
4.
Once you have signed the engagement contract, onboarding begins. We’ll have ready an extensive checklist and internal task list to properly onboard you and your company. Some things will be concurrent, such as gathering housekeeping documents and setting up payroll, and some things will be sequential, such as collecting financial data and creating a tax plan.
5.
Onboarding typically takes 30-90 days, depending on many factors unique to your business.
