Set-up & Training
We set up your QuickBooks and train you and your team on approved methods to create a user-friendly process. Our goal is to reduce errors and keep productivity high. Our training includes best practices for operating your business financial operations.
Everything included in the set up and training services plus monthly bookkeeping and compliance services to help you stay on track on a monthly basis.
Outsourced CFO + Monthly Bookkeeping
Our enterprise offering is customized to your business by adding additional enterprise level services that fit your business’ needs. Discover how to expand your financial knowledge through financial coaching with measured goal tracking and monthly meetings.
Hire an Accounting Professional to set up Your Books
At Accounting Lifeline, we understand how valuable your time and money are. That’s why we ensure you spend both productively. We trust our process to accurately setup your QuickBooks using best practices to create a user-friendly process. We also work with your tax accountant to verify all parties are collaborating in your best interest.
Get Training to Ensure You’re doing it Right
Not sure you’re ready for QuickBooks? No worries – we provide one-on-one training, so you’ll be confidently processing transactions in QuickBooks in no time. We also create user’s guides and demo videos if you need further training. Of course, we are always just a phone call away if you need us.
We also provide QuickBooks conversions whether you are using Excel, another accounting program, or any of the various versions of QuickBooks and want to make the switch to another QuickBooks version.