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Ideal for small businesses embarking on their financial journey. Services include (but not limited to):
1. Choosing the best subscription based on your company’s needs and creating a new company file
2. Configuring settings tailored to the business’s needs.
3. Enter opening balances
4. Set up of the chart of accounts: (asset, liability, equity, income, and expense accounts)
5. Choosing the best subscription based on your company’s needs and creating a new company file
6. Customizing templates
7. Connecting bank feeds to streamline data entry and reconciliation processes.
8. Import or manual entry of lists (Vendors, Products & Services, Customers)
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