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Purely Stated Books
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Our Services

One Time QuickBooks Setup & Training

This interactive service will be a deep dive into the QuickBooks Online landscape to better prepare you for understanding your business finances. The session will be recorded and delivered to you via Zoom so that you have a resource to go back to.


  • We will create new QuickBooks Online company for you if one does not already exist
  • Create and configure your Chart of Accounts (all your income and expense categories)
  • Set up bank feeds for your bank and credit accounts
  • Pull in past transactions as needed
  • Enter transactions together to ensure understanding
  • Customize invoices with your brand style
  • Create Products & Services to be used on invoices

Let's Get Started!

Do it Yourself

One Time Clean-up/Catch Up

Do it Yourself

 We get it, sometimes you want to do it yourself…we’ll be your safety net. This package starts with a ‘One Time QuickBooks Setup & Training’ session followed by monthly meetings to keep you compliant and accountable. 


  • Monthly Reconciliations
  • Monthly Reports
  • Unlimited access to chat support via our client dashboard
  • Interaction with CPA for year end review

Let's Go!

Get it Done

One Time Clean-up/Catch Up

Do it Yourself

 This package is for when you’ve hit the point where you no longer want to do the accounting work yourself. We will keep your QuickBooks up to date monthly based on transactions coming in from your bank and credit cards along with a bit of help from you.

  • Categorize (allocate / classify) all transactions via bank feeds
  • Monthly Reconciliatio

 This package is for when you’ve hit the point where you no longer want to do the accounting work yourself. We will keep your QuickBooks up to date monthly based on transactions coming in from your bank and credit cards along with a bit of help from you.

  • Categorize (allocate / classify) all transactions via bank feeds
  • Monthly Reconciliations
  • Monthly Call
  • Monthly Reports
  • Matching of receipts uploaded to QuickBooks Online via receipts feature

I'm Ready!

One Time Clean-up/Catch Up

One Time Clean-up/Catch Up

One Time Clean-up/Catch Up

We get it… life & running your business can get in the way and your books can fall behind. We offer this one time service to help you catch up. You might need this in order to file your taxes or apply for a line of credit, or you may just want to see how you actually did this year or last. Whatever the reason may be we do not judge, give 

We get it… life & running your business can get in the way and your books can fall behind. We offer this one time service to help you catch up. You might need this in order to file your taxes or apply for a line of credit, or you may just want to see how you actually did this year or last. Whatever the reason may be we do not judge, give us a call and we’ll help you get sorted out.


Typically this package would include most of the following:


  • Clearing out transactions downloaded from your bank/credit card that have not yet been categorized
  • Connecting your bank to download missing transactions
  • Reconciling each month to ensure all transactions have been accounted for
  • Removing data that was put into QuickBooks Online that should not have been added
  • Utilizing outside apps/programs to get transactions into QuickBooks Online that cannot be downloaded from your bank (we can convert PDF stations to downloadable transactions)

Let's Chat!

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