QuickBooks Online Set-Up and Conversion (new to QBO)
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QuickBooks Online Setup + First Month of Bookkeeping
Scope of Services
QuickBooks Online Setup
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Initial QuickBooks Online account setup
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Chart of accounts creation or review
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Entry of opening balances (as provided by client)
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Connection of bank and credit card accounts
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Basic system configuration
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Review to ensure books are ready for ongoing monthly bookkeeping
First Month of Bookkeeping
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One full month of ongoing bookkeeping under the selected package:
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Monthly reconciliations
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Transaction categorization
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Month-end close
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Financial statements (Profit & Loss & Balance Sheet)
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Monthly bookkeeping continues at the standard package rate following the first month.
Pricing
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Setup / Conversion: Quoted after review or billed at $75/hour
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First Month Bookkeeping: Billed at the standard monthly package rate
Important Notes
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Historical cleanup beyond opening balances is not included
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Cleanup or correction of prior periods is billed separately
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This bundle does not include payroll, tax services, or advisory work
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