Let’s Get Your Bookkeeping Cleaned Up and Ready to Go!

We’ll Set Up Your QuickBooks Bookkeeping So You Don’t Have To!

Is This You?

Struggling to figure out QuickBooks?

Don’t have accurate bookkeeping?

Googling a bunch of random questions?

Stressed out during tax season?

Stop stressing already and hire an expert to help you get your business finances in order. Pachira Financials offers QuickBooks Setup services so small business owners can track their business finances easily and accurately.

We do the work so you don’t have to!

Pachira Financials QuickBooks Set-up Services: Everything You Need To Start Bookkeeping with EASE

Let us help you…

  1. Implement the right systems to track your profit and loss

  2. Get accurate reports to apply for lending and financing opportunities

  3. Be confident and prepared during tax season so you can pay less in taxes

There's an easy way out! We’re all in different places in our entrepreneurial journey. That doesn't mean you shouldn't have access to the information you need to save money, scale, and take your business to the next level. Listen, I get it!

So, How Does It Work?

  • Choose a day and time that works for you to schedule an initial consultation. During this time, we’ll learn more about your business, what kind of supporting documents we’ll need, and you’ll be able to raise any issues or concerns you have with QuickBooks or the bookkeeping process. After your consultation, we’ll handle the rest and will work on getting your books organized!

  • Before your official QuickBooks Set-up appointment, you will need to upload key documents so that we can do all the work for you. We’ll need your business bank statements and any other reports and supporting documents (i.e. scheduling reports, sales reports, etc.) that may help us in establishing or cleaning up your QuickBooks account. We’ll use these documents to reconcile all accounts, establish opening balances, and even create key vendors, contractors, customers, and invoices. We’ll be there with you throughout the process and will provide guidance on what kinds of documents to provide.

  • Choose a day and time that works for you to schedule your QuickBooks set-up appointment. This will be a virtual appointment conducted via Zoom where you will get the opportunity to review your newly created (or cleaned up) QuickBooks account with a Certified Public Accountant. This will be a full working session where you will receive a QuickBooks tutorial, training on how to manage your bookkeeping, and you’ll also be able to ask any questions you may have.

  • Get continued support with expert advice from a Certified Public Accountant. Get the knowledge and guidance you need to take your business to the next level, increase sales, and plan accordingly for taxes.

This is for you if…

You have little to no bookkeeping already established.

You’re a small business owner making less than $500,000 a year from your business.

You have less than 10 full-time employees.

You have a business bank account already established.

You’re ready to take your small business to the next level.

Packages & Pricing

  • Basic - $1,500

    Our basic package is great for small businesses with less than $100,000 in annual revenue . This package includes:

    • Discounted QB subscription (new users only)

    • A 2.5 hour one-on-one training session with a certified public accountant.

    • Year-to-date Profit & Loss report

    • Creation of chart of accounts

    • Creation of primary customers, clients, and vendors

    • Payroll setup

    • Business Structure Analysis

    • Reconciliation of all bank accounts

    • Tax planning

  • Premium - $3,000

    Our premium package is ideal for small business owners making $100,000+ in annual revenue with more complex business operations. This package includes:

    • All Basic Package Services

    • 3.5 hour one-on-one training session with a certified public accountant.

    • Creation of any asset and depreciation accounts

    • Creation of loan and interest accounts

    • Payroll set-up (multiple employees)

    • Annual Budget Projections and Analysis