Set Up

Need help setting up your books in QBO, Xero or Wave? We would love to help you get started.

Services Included

  • Creating an account with QBO, Xero or Wave

  • Connecting up to 3 accounts to the accounting system.

  • Import up to 3 months of transactions for each account

  • Categorize and reconcile transactions

  • Financial reports

    • Balance Sheet

    • Profit and Loss

    • Cash Flow

  • 1.5 hours of training