Setup QuickBooks Online

in 5 days, with 3 revisions

You must sign in to purchase

$100 START DISCUSSION

Service Description

Understanding My Client's Needs

As an accountant, my first step is to gain a comprehensive understanding of my client's business. I do this by:

Completing a detailed New Client Checklist: This involves gathering essential information about the client's business structure, industry, revenue, transaction volume, and specific accounting needs.
Conducting a thorough needs assessment: I analyze the collected information to identify the client's pain points, goals, and challenges.
Selecting the Optimal QuickBooks Online Solution

Based on my analysis, I carefully select the most suitable QuickBooks Online product and subscription level. This involves:

Matching the client's business size and complexity to the appropriate QuickBooks Online plan (Self-Employed, Simple Start, Essentials, Plus, Advanced).
Considering the client's transaction volume and industry-specific requirements to determine the optimal subscription level.
Evaluating the need for additional features: I assess whether QuickBooks Online Payroll, QuickBooks Time, or other tools would enhance the client's business operations.

Technology Used

By following these steps, I ensure that my clients have access to the QuickBooks Online solution that best supports their financial management and growth.