Who it’s for: Freelancers or small businesses currently using different accounting software who want to switch to QuickBooks Online and have already processed payroll for their employees during the current calendar year.

What is included:

Quickbooks Systems Setup

- Setup of Products and Services

- Building of a custom Chart of Accounts with Client to create the client’s ideal Profit and Loss and Balance Sheet to ensure that the financial statements created are useful to the client.

Payroll Setup

- Entering All Employees into Quickbooks Payroll

- Setting up Pay Schedules, Pay Rates, Salaries, Vacation Policies, and all necessary information to ensure Employees get paid correctly and are CRA Compliant.

- Entering of Opening Balances of Chart of Accounts to Match Trial Balance

- Entering of Payroll Year-To-Date Amounts