Powered by QuickBooks Online 
 
Who this is for 
Business owners who have QuickBooks but lack clean data, proper setup, or automated workflows. 
 
What this service delivers 
A fully optimized QuickBooks Online environment designed for accuracy, visibility, and automation, built to support better decisions, not just bookkeeping. 
 
What’s included 
QuickBooks Online setup or optimization 
Chart of accounts design aligned to business model 
Bank, credit card, and loan integrations 
Automation of transaction categorization where appropriate 
Month-end close workflow setup 
Financial reporting structure (P&L, Balance Sheet, Cash Flow) 
Training for owners or internal staff 
 
Why clients choose this service 
Stops messy books before they become expensive cleanups 
Creates reliable financial statements 
Reduces manual work through automation 
Lays the foundation for tax planning and advisory services 
 
Outcome 
Clean books. Faster closes. Financial clarity you can trust. 
 
License Options  
Standard: Personal Use Only. Not For Resale   
 
About Us   
As CFO Coaches and Consultants, we help business leaders improve their bottom line.  We’ve helped hundreds of business leaders save thousands on their taxes, enhance their business performance by implementing missing financial infrastructure, and build long-term growth plans.   
Connect with us online: www.cfoforwomen.com