Let’s work together through the steps to set up your financial foundation for your future!

Here’s how it works:

Step 1: Get Acquainted with QuickBooks

Your Personalized Introduction: We’ll start with a one-on-one chat where I'll introduce you to the ins and outs of QuickBooks. We'll explore how it can streamline your financial management and customize it to fit the unique needs of your blossoming business.

Step 2: Customize Your QuickBooks Account

Let's Build Your Financial Hub Together: During our session, I'll guide you through creating your QuickBooks account, making sure we tailor every setting and feature to perfectly suit your business structure and industry. Think of this as laying the foundation of a home where all your financial information lives securely and accessibly. We will also tailor your sales tax/gross receipts tax settings so you can easily and accurately track and report these tax obligations.

Step 3: Connect Your Financial Lifelines

Securely Link Your Bank Accounts: With my help, we'll securely connect your bank and credit card accounts to QuickBooks. This crucial step ensures that your transactions flow smoothly into your dashboard, ready for review and categorizing. I’ll be right there with you, making sure everything is connected correctly. You’ll learn how to accurately categorize income & expenses.

Step 4: Craft Your Brand’s Financial Voice

Invoices That Speak Your Brand: Together, we’ll design invoices that not only look professional but echo your brand's unique voice. I'll help you personalize templates with your logo, brand colors, and any other components needed to address all the important details.

Step 5: Effortless Expense Tracking

Turn Receipts into Insights: I'll show you how to effortlessly categorize and track expenses, transforming piles of receipts into valuable business insights. With QuickBooks' mobile app, you can snap pictures of your receipts on the go, and I’ll teach you how to link these directly to your expenses, easing the process of building financials that inform your strategic business decisions AND get you prepped for tax time.

Step 6: The Story behind the Numbers: Together, we will read the story of your numbers told through key financial statements. You’ll increase your confidence in understanding what all the financial jargon means and connect the dots to how your day-to-day business finances build that story.