Unbookkeeper

Accountalent’s solution for early-stage startups not ready to engage a bookkeeper yet

HOW DOES IT WORK?

STEP1

We initially meet with you via Zoom and together, we:

Implement QuickBooks Online (QBO)
Electronically connect your bank, and credit card accounts
Get all of your transactions from inception into QBO
Fully implement QBO
Train you to be an expert in QBO (trust us, we have a 100% success rate on this one!)

STEP2

What happens next:

We set up “rules” in QBO so many transactions (Gusto, Brex, etc.) are automatically entered into QBO
You spend about 20 minutes a week accepting the electronically entered transactions (checking a box in QBO)
We do a thorough quarterly review
We are always available to pinch-hit or troubleshoot
When the transaction volume gets to be too much, we help you transition to a leading cloud-based bookkeeping service, like Pilot.com

WHAT DOES IT COST?

Initial Fee:
$650 ($0 if you are an Accountalent tax client)
Monthly Fee:
$0
Consulting Fee:
$0
Annual Fee:
$0