Nancy Drew Package
ONBOARDING
Your all-in-one solution for financial organization and seamless bookkeeping.
SETUP – Tailored for individuals and freelancers, this package ensures hassle-free tracking of expenses and prepare for tax season. With Quickbooks at its core, we’ll set up your online account, connect all your accounts, and design a customized chart of accounts. You’ll receive training on Quickbooks functionality, allowing you to effortlessly allocate expenses.
Say goodbye to paper chaos and impress your Tax CPA by effortlessly sharing your Quickbooks link.
With our onboarding setup, we will design a custom chart of accounts in QuickBooks Online that will reflect the specifics of your business and family ventures. Whether you are developing a startup, creating a new LLC for your business, or want to organize and oversee expenses for your family ventures, we will ensure that all expense accounts are customer-designed and easy to understand.
Our Nancy Drew Package has been inspired by our clients’ recent requests to find a simplified way to organize their family income and expenses in one place, so they can avoid the hassle of searching for documentation during the tax season. We utilize QuickBooks Online to organize their personal and business expenses in one place to maximize efficiency and minimize stress.
Also, this package could be used for a small business to manage monthly bookkeeping in QuickBooks Online.
With our Nancy Drew Package, Your financial success starts here!
Our Nancy Drew Package has been inspired by our clients’ recent requests to find a simplified way to organize their family income and expenses in one place, so they can avoid the hassle of searching for documentation during the tax season. We utilize QuickBooks Online to organize their personal and business expenses in one place to maximize efficiency and minimize stress.
With our Nancy Drew Package, Your financial success starts here!
The Accounting Detective
When You Need ORGANIZE family business
We work with HNWI and Families to help them organize and keep track of family hobbies and business-related activities in one place via QuickBooks Online.
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