Are you starting a new business and need help setting up your bookkeeping system?

Do you need to switch to new accounting software and want to ensure a seamless transition? Optimum Tax Pro is here to help.

Our team of bookkeeping experts is trained in using QuickBooks Online, the leading accounting software for small businesses. We’ll work with you to set up your bookkeeping system, ensuring that it’s tailored to your business needs and compliant with all tax laws and regulations.

Our Bookkeeping System Setup Services include:

  • Setup of chart of accounts
  • Configuration of bank and credit card accounts
  • Creation of custom reports
  • Setup of accounts payable and receivable
  • Integration with third-party apps (if applicable)
  • Personalized training on QuickBooks Online features and tips to help improve your bookkeeping process.

We offer three different pricing packages to suit your needs:

Basic Package:

  • Setup of chart of accounts
  • Configuration of up to 2 bank or credit card accounts
  • Creation of up to 2 custom reports
  • Setup of accounts payable and receivable

Standard Package:

  • Setup of chart of accounts
  • Configuration of up to 4 bank or credit card accounts
  • Creation of up to 4 custom reports
  • Setup of accounts payable and receivable
  • Integration with one third-party app (if applicable)
  • Personalized training on QuickBooks Online features and tips to help improve your bookkeeping process.

Premium Package:

  • Setup of chart of accounts
  • Configuration of up to 8 bank or credit card accounts
  • Creation of up to 8 custom reports
  • Setup of accounts payable and receivable
  • Integration with up to two third-party apps (if applicable)
  • Personalized training on QuickBooks Online features and tips to help improve your bookkeeping process.

Don’t let a disorganized bookkeeping system hold you back. Let Optimum Tax Pro help you set up your bookkeeping system for success. Click the button below to complete our bookkeeping system setup services request form and one of our experts will be in touch with you shortly.

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With Optimum Tax Pro’s Bookkeeping System Setup Services, you can rest assured that your bookkeeping system is set up properly from the start. Let us help you streamline your bookkeeping process and get back to doing what you do best – running your business!