NEW Business
OR NEED TO DIGITIZE YOUR BOOKS
When you bring Creative Balance Bookkeeping on board, you’re not just hiring a service; you’re gaining a partner. Imagine us as an extension of your office, always there, seamlessly integrating into your daily operations as your virtual accounting department. With us by your side, you’ll have the peace of mind that comes from knowing your finances are in expert hands. Let’s work together to balance the books and soar beyond!
Streamline your business with expert accounting software setup! We’ll customize the perfect solution to meet your needs, ensuring a smooth start and ongoing success. Simplify your finances, save time, and focus on growing your business—leave the setup to us!
When you bring Creative Balance Bookkeeping on board, you’re not just hiring a service; you’re gaining a partner. Imagine us as an extension of your office, always there, seamlessly integrating into your daily operations as your virtual accounting department. With us by your side, you’ll have the peace of mind that comes from knowing your finances are in expert hands. Let’s work together to balance the books and soar beyond!
We read between the lines of the systems, the software, and the financial statements to see the true financial story being told. Too many businesses are trying to grow with an anvil tied around their legs because they don’t know how to spot financial problems BEFORE they become a catastrophe.
NEW BUSINESS SET UP
- Onboarding Video/Phone Call
- Evaluate the current system, GL, & Process
- Written recommendations-issues found/or needed
- Video/Phone meeting to discuss recommendations
- Plan Setup/go thru setup checklist
- Data Migration
- Organization Info/Tax
- Chart of Accounts
- Invoice Template-Logo
- Reports Setup
- Guided Bank Feeds Setup
- 30 Days Support
- 2 hr training
Let’s Start Something new
Schedule a discovery call by filling out the form below.