This comprehensive two-hour setup includes the following services to help you get started with QuickBooks Online:

• Product Selection: Assistance in choosing the best QuickBooks Online plan for your business.

• Bank & Credit Card Connections: Linking your bank and credit card accounts using your online logins.

• Transaction Import: Importing transactions from the start of the year (or another preferred date) using your online account.

• Software Training: A general overview of how to navigate and use QuickBooks Online.

• Transaction Categorization: Detailed training on categorizing transactions in the bank feed.

• Account Setup: Creating accounts, vendors, and customers.

• Efficiency Tips: Time-saving strategies for bulk categorization.

• Transfers Management: Guidance on handling transfers between bank accounts and credit cards.

This setup ensures you're fully equipped to use QuickBooks Online efficiently from day one.

$250 Flat Fee

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This appointment is designed for individuals seeking personalized, one-on-one training in QuickBooks Online. During the session, we will address specific challenges, teach best practices, and recommend features, apps, and integrations to enhance the efficiency of your bookkeeping processes.

Training topics may include:

• Categorizing bank transactions: Learn efficient methods for categorizing transactions in QuickBooks Online to ensure accurate financial reporting and minimize errors.

• Organizing accounts, vendors, and customers: Understand best practices for setting up and maintaining organized records for accounts, vendors, and customers to enhance efficiency in transactions.

• Setting and managing categorization rules: Explore how to create rules for automatic transaction categorization based on specific criteria, streamlining data entry.

• Utilizing the receipt capture feature in QuickBooks Online: Discover how to use the receipt capture feature to upload and store receipts, ensuring accurate record-keeping and compliance.

• Performing reconciliations: Learn the reconciliation process to match business records with bank statements, identify discrepancies, and correct errors.

• Invoicing and collecting payments: Get guidance on creating, sending, and tracking invoices, as well as best practices for collecting payments effectively.

• Generating financial reports: Understand how to generate and interpret key financial reports, including profit and loss statements and balance sheets, for informed decision-making.

• Managing accounts: Gain insights into managing accounts payable and receivable, tracking outstanding invoices, and maintaining cash flow.

• Preparing for the General Excise Tax (GET): Receive an overview of the General Excise Tax in Hawaii, including registration, reporting, and filing requirements.

• Conducting a bookkeeping review to prepare for your income tax return: Learn how to conduct a bookkeeping review to ensure accuracy and completeness before filing income tax returns.

This session is designed to empower you with the skills and knowledge to optimize your use of QuickBooks Online.

$65/hr

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We will perform a detailed assessment of your business’s financial records to ensure accuracy, completeness, and compliance with accounting standards.

The review typically includes:

• Transaction Verification: Ensuring all transactions are correctly recorded and categorized.

• Account Reconciliation: Comparing and verifying reconciled bank and credit card statements with your financial records.

• Financial Statement Analysis: Reviewing your balance sheet, income statement, and cash flow to ensure they accurately reflect your financial position.

• Compliance Check: Ensuring your bookkeeping aligns with relevant tax laws and accounting regulations.

• Process Improvement: Recommending changes or enhancements to improve accuracy, efficiency, and ease of future bookkeeping.

A bookkeeping review can help identify potential issues early, ensuring your financial records are accurate and your business is on track.

(Estimated price after initial consultation. 1/2 before service and bill to be reconciled once completed)

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The Hawaii General Excise Tax (GET) is an important tax imposed on businesses operating within the state, reflecting the privilege of conducting business activities in Hawaii. Unlike traditional sales taxes, which are typically paid by consumers at the point of sale, the GET is charged to businesses based on their gross income generated from all business operations. This includes not only the sale of goods but also the provision of services and rental income.

The GET applies broadly to nearly all business transactions, making it crucial for business owners to understand their obligations and ensure compliance with state regulations.

To assist you in navigating this tax, I offer comprehensive training on the following topics:

• Registering for a GET License: Guidance on the registration process to obtain your GET license, ensuring you are legally authorized to conduct business in Hawaii.

• Creating a GET Online Account: Step-by-step instructions on setting up an online account with the Hawaii Department of Taxation, allowing for easier management of your tax obligations.

• Preparing Your Bookkeeping Files: Techniques to accurately organize your financial records to determine your gross income, which is essential for calculating the GET owed.

• Filing Your GET Correctly According to Your Business Industry: Detailed instruction on how to file your GET accurately, tailored to the specific requirements and nuances of your industry.

This training is designed to equip you with the knowledge and tools necessary to ensure compliance, optimize your tax reporting, and ultimately enhance the financial health of your business in Hawaii.

(Estimated price after initial consultation. 1/2 before service and bill to be reconciled once completed)

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• Bookkeeping Cleanup

• LLC Business Formation

• 1099NEC / 1099MISC

Book a 15 minute consultation to discuss how we can further assist you with the above listed services.

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