Once the Discovery session is concluded we will present you with a plan and proposal to implement the results you want. This could be a setup of a new QuickBooks file, Clean Up of an existing file, Conversion from a Desktop file, Ingretation/s with 3rd party applications ranging from simple to highly complex connections, E-Commerce, workflows, automation, set up of outside CRM's or Invoicing tools to connect to your accounting. Whatever the scope of the project, big or small, we will map it our in the Plan and give you options for implementation. You will receive an estimated schedule with milestones. You can choose to have us simply implement the project at it's full cost, or you can get significant discounts on the project implementation if you agree to sign up for ongoing services for your bookkeeping and financial management.

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How much does a clean-up or set-up project typically cost? It depends. It depends on a number of factors that we'll review during the Discovery process, but the top ones are,

• How many months need to be cleaned up

• How many bank, credit card, and loan accounts need to be reconciled

• How many transactions happen each month on average

• Is Accrual Basis accounting needed for either Vendors or Customers?

• Do bills and invoices with terms need to be tracked and scheduled for payment?

• Do you need or have Payroll?

• How many 3rd party applications need to be connected to QuickBooks?

Since everyone's situation tends to be different we have to factor it all in before giving you a price. As a ballpark, if we determine that you have 6 months of catch-up work to do then essentially, that's 6 months of regular ongoing bookkeeping that needs to be done to catch you up. We then add 20% to whatever the typical monthly charge would have been and this becomes your estimated "clean-up project"total (6 x monthly fee + 20%). It's true that catching up books can be very expensive as opposed to keeping them up to date. That said, it is very common place to get behind due to loss of your old bookkeeper or accountant, economic down turns, or a big increase in business. IN many cases business owners and their staff just get behind and don't have time to catch things up. That's where we step in to help get you un-stick.

We typically offer around 90% off the determined Set Up or Clean Project plan if you go with our Platinum Ongoing package, 60% off the project if your go with our Gold Ongoing Package, and 30% off the entire project if you go with our Bronze ongoing subscription package. We want to have a long-term relationship with you and your business. So we're willing to cost down the setup cost significant;y if you commit to ongoing services. It's a win-win for you and our team. We want to get you through your setup / clean-up project as quickly as possible so that you're current and in a regular rhythm moving forward. This way, we get rewarded and paid back for our efforts if we can keep your systems as efficient and streamlined as possible. 

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We find that it generally takes about 90 days to go through your initial  Discovery through the end of your Project Plan. Then OnGoing services can begin.