CLARITY Sessions

Focused, hands-on support for businesses already using QuickBooks Online, whether you’re refining your account structure, improving your processes, or addressing a specific issue.

We work directly in your existing file, with practical guidance for you or your team.

Explore Clarity Sessions

1:1 guidance

A dedicated consultation to discuss your financial reports and review your bookkeeping processes.

We’ll take time to understand your current approach and work through the decisions you’re weighing.

Book a Guidance Session

Set up and TRaining

A complete QuickBooks Online setup shaped around how your business operates, from your account structure to the systems you use to manage sales, expenses, and payroll.

Quickbooks setup

QUICKBOOKS & INTEGRATIONS

Full QuickBooks Online setup, including your account structure and income and expense tracking. 

Setup and integration support for industry-specific tools such as XtraCHEF by Toast, MarginEdge, Craftable, Square and Shopify.

PAYABLES, SALES TAX & PAYROLL

Accounts Payable setup, including vendor systems and software integrations.

Sales tax tracking and filing.

Payroll setup assistance through Paychex, ADP, or Gusto.

bookkeeping Training

Training shaped around your team’s responsibilities and the systems you use, with practical guidance on keeping your bookkeeping accurate and consistent.

  • - Customizing the chart of accounts in QBO.

    - Industry-specific categories and organization.

    - Consistent coding and categorization.

    - Entering sales and invoices in QBO.

    - Managing customer payments.

    - Setting up vendors and payables in QBO.

    - Efficient management of bills and due dates.

    - Recording hours, reviewing tips, and preparing payroll.

    - Sales-tax and payroll recordkeeping.

    - Reconciling Sales Deposits and Vendor Payments

  • - Food Costs Control 

    - Prime Cost Reporting

    - Cash Flow Management

    - Preparation of Biweekly Payout of Payroll and Tips

    - Account Payable & Vendors Management

    - POS System Integrations Training 

Discuss Setup & Training

Monthly Support

Monthly bookkeeping shaped around your business, with regular reconciliations, organized records, and financial reporting.

Discuss Monthly Support

  • - Recording of all income and expenses, maintaining an accurate and up-to-date financial record.

    - Accounts receivables and payable management.

    - Monthly bank reconciliation of bank statements, credit cards, and third-party accounts (e.g., PayPal, Stripe)

    - Review of Unreconciled Payments

    - Payroll Services

    - Financial Statements Review

    - Sales Tax Preparation and Filing

    - Troubleshooting reconciliation discrepancies.

  • -Daily sales recording: Tracking daily sales and transactions

    - Account payable: Vendor communication and strategic relationships, payments processing and price negotiation

    - Inventory management: Implementation to reduce waste and enhance cost control.

    - Budgeting and forecasting: Assisting in creating financial plans and projections

    - Payroll services: Tip reporting compliance and wage tracking

    - Financial statements review to optimize inventory and control food costs.

  • Regular training and practical support for the people managing your books, with time to review processes, answer questions, and work through recurring issues.

  • Bring overdue records up to date or correct and reorganize your existing books.

    Catch-up and cleanup are scoped separately and can be completed before ongoing monthly support begins.

  • Year-end 1099 preparation and filing for your business.

    Scope and fees are confirmed separately.