Need help setting up a new QuickBooks Online (QBO) account? Converting from another software to QuickBooks Online? We can help set your business up for success. Our Quickbooks Setup includes two 1-hour recorded sessions and covers:

• Selecting the right QBO subscription, creating a company profile, and establishing user access. 

• Connecting bank accounts and customizing chart of accounts

• Categorizing income and expenses

• Reconciling bank account

• Automating financial reports

• Additional time may be required for features below ($250 per 1-hour session)

  • Payroll setup

  • Bill pay setup

  • Budget setup (if applicable-based on subscription)

  • App integration with QuickBooks Online

• If you already have accounting software and would like a review of your finances, our financial diagnostic service is the solution. We carefully examine all functions, including bank reconciliations, accounts payable, accounts receivable, payroll, profit and loss, balance sheet, entity review, and prior tax filings (if applicable). Our aim is to ensure that all transactions are accurately categorized and reported with precision. Turnaround time is 7 business days.

• After completing the diagnostic, we provide you with a detailed report of our findings along with actionable recommendations for correction. Additionally, we offer transparent quotes for bookkeeping services. And here's the best part: should you choose to engage with us for your bookkeeping needs, the $500 diagnostic fee is credited towards the quote. It's a win-win situation for you; plus these fees are tax deductible expenses!

Description text goes hereSave time and money with “done for you” bookkeeping. Allow GIP Financials to manage your books. Bookkeeping includes:

• Email and telephone support

• Categorize financial transactions 

• Monthly bank and other account reconciliations (additional fees for 3+ accounts)

• Monthly Statement of Activity

• Monthly Statement of Financial Position

• 1099 review - filing fees are separate

• 1 hour of fractional cfo service

• Additional fees for

  • Payroll processing

  • Bill pay service

  • Invoicing service

  • Grant tracking

When major opportunities arise (funding, contracts, budgets, audits), you’ll need a financial expert to walk you through the process.

Did you know you can hire GIP as your part-time CFO for a fraction of the cost (average CFO salary is $125,000)?

Packages start at $500 per month for biweekly sessions. Typical sessions include:

• Analyzing and redesigning existing financial workflows

• Developing an accounts receivable/payable processes to prevent future discrepancies

• Providing financial analysis, including budgeting, forecasting, and variance analysis.

• 1:1 walkthrough of financial reports to ensure you can communicate to your board every number and why it’s there

• Preparing budgets and financial narratives for grant applications

• Support with loan applications