Package Summary
Onboarding Inclusions
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Review QuickBooks Online Set up
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Paychex Integration
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Bill Integration
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Hubspot Integration
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Accountero Set up
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Avalara Integration
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Dext Integration
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Books Catch-up to present date
Ongoing Services
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Post Transactions
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Enter Bills
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Pay Bills
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Post Payroll
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Stripe Payments
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Invoicing
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Receive Payments and Post Deposits
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Expense Reports
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Sales Tax Oversight
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Tech Stack Subscriptions*
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Reconcile Bank Accounts
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Monthly Journal Entries
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Financial Review Meeting
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Reports
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Year End Review
FAQ
What's Not Included?
- Customized financial reports that could be done outside of QuickBooks
- Excessive time needed for report and other requests by investors or potential investors
- Time spent to record options using the Black Sholes method (we prefer your CPA firm handle this)
- Time spent booking any major leases that fall under the new lease standards.
What's Included in Tech Stack Subscriptions
The Start-up package include monthly subscription to:
- QuickBooks Online PLUS
- Accountero
- Dext
- Liscio
What if I want to add more apps to my tech stack?
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.
What if the SOW had additional inclusions?
The signed SOW is your actual reference. The list above is a summary view of the SOW.
What do I do next?
Once you make the payment via the link above, we will set up your QuickBooks account within 48 hours.
What happens after my QuickBooks set up?
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.
What will I be charged today?
You will be charged the Onboarding fee today as listed on the SOW and mentioned in the package summary above.
The ongoing bookkeeping services will begin after the onboarding is completed. You will be informed of the start date and the payment is made in advance. We will send the invoice.