Accountero Start-up Package

Package Summary

Onboarding Inclusions

$ 1250
  • Set up QuickBooks Online Account
  • Link Bank and Cards to QBO
  • Connect QBO to Shopify
  • Set up procedures/workflow
  • Set up Tech Stack - Liscio, Dext
  • Configure Accountero Dashboard
  • Post and reconcile transactions to date

Ongoing Services

$ 800
  • Post Transactions
  • Sales Tax Oversight
  • Monthly Reports
  • Year End Review
  • Tech Stack Subscriptions*
  • Reconcile Bank Accounts
  • Record Shopify Deposits & Fees
  • Reconcile Credit Card Accounts
  • Review Shopify Invoices & Payments


  • Entering and paying bills are not included in the scope of ongoing services.
  • Running & managing payroll is not part of this SOW. 

The Start-up package include monthly subscription to:

  • QuickBooks Online PLUS
  • Accountero
  • Dext 
  • Liscio

Our services team will advise on the ideal tech stack for your business, however, if you require additional apps to manage your business, you can ask our tech team for support. 

SaaS Direct has partnerships with over 50+ apps including inventory, payroll and more, that integrate with QuickBooks and we can help you integrate them to your business processes while ensuring a sync with your general ledger.

The signed SOW is your actual reference. The list above is a summary view of the SOW. 

Once you make the payment via the link above, we will set up your QuickBooks account within 48 hours. 

You will meet with our bookkeeping services team and your point of contact. We will set expectations and start working on your books.

The first step will be to complete catch up since January. 

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