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Hart & Associates
888.581.1020

Project Packages

Our Project Packages cover projects such as the set-up of new company files and catch-up or clean-up work. 

Our team members are Certified QuickBooks Online experts. You benefit from our knowledge and experience supporting your individualized needs. ​

​Please contact us to discuss your specific needs and for a pricing quote.

Please note: Project Packages do not include support services related to on-going daily accounting or training. Please check our Support Packages and Monthly Service Packages pages for assistance related to such needs.

Catch-Up or Clean-Up Package:

Schedule Consultation
This package is designed for business owners who need assistance with catching- or cleaning-up historical entries in either QBO, QuickBooks Desktop or QuickBooks Enterprise*. These projects are based on a per hour rate, with a minimum charge per accounting month. Guidelines for these projects include:
​
  • Support hours are purchased in the following blocks:
    • Three or less accounting months - 10-hour blocks as needed until project is completed
    • Four to six accounting months - 20-hour blocks as needed until project is completed
    • Seven to twelve accounting months - 30-hour blocks as needed until project is completed
  • The minimum hour charge per accounting month will be three hours, up to the maximum hours required to complete the accounting month
  • QuickBooks Desktop projects may utilize Accountant's File copies and/or may require remote access for some tasks*

​*QuickBooks Enterprise projects require access to the company file via a remote access service. QuickBooks Desktop projects may at times require access to the company file via a remote access service. If such remote access is provided by Hart & Associates, additional fees will apply.

New Company File Set-Up Package:

Schedule Consultation
This package is designed for business owners who want a new company file set-up in QBO, QuickBooks Desktop or QuickBooks Enterprise* and may include (as applicable):​
​
  • Chart of Accounts
  • Company information and logo
  • Bank and credit card feeds 
  • Client list**
  • Vendor list**
  • Inventory items**
  • Products & Services**
  • Classes & Locations**
  • Merchant Services Account
  • Maximum of four hours of post-set-up training or support via web conference, email or phone ***
  • Please note:
    • Bank and credit card feed initial transaction entries acceptance are not included
    • Payroll service set-up can be included as an add-on service

*QuickBooks Enterprise set-up requires access to company file via a remote access service. If such remote access is provided by Hart & Associates, an additional fee will apply.
**Includes a maximum of 100 entries for all of these categories. Pricing will be adjusted if total entries will exceed this maximum.
***If additional support or training is needed after the included four hours, a Support Package or Monthly Service Package will need to be purchased. P
lease check our Support Packages and Monthly Service Packages pages for details.

QuickBooks Desktop Basic Conversion to QBO Package:

Schedule Consultation
This package is designed for business owners who want to convert basic information (no historical data) from QuickBooks Desktop or QuickBooks Enterprise into a new company file set-up in QBO. This Package includes everything in the New Company File Set-Up Package PLUS:​​
​
  • Chart of Accounts Clean-Up**
    • Removing of duplicates as able
    • Removing unused accounts 
    • Creating account numbering (only upon Client request)
  • Client List Clean-Up**
    • Removing of duplicates as able
    • Creating consistency of entries
    • Removing clients without sales during the previous six- or twelve-month period (Client choice on timing)
  • Vendor List Clean-Up**
    • Removing of duplicates as able
    • Creating consistency of entries
    • Removing vendors without expenses or bills during the previous six- or twelve-month period (Client choice on timing)
  • Products & Services Clean-Up** - removing of inactive Items
  • Classes & Locations Clean-Up** - removing of inactive Classes or Locations
  • Initial opening entries based on data in current Desktop or Enterprise company files**
  • Entry of unpaid Accounts Receivable - Invoices and any partial payments against open invoices**
  • Entry of unpaid Accounts Payable - unpaid bills and any partial payments against open bills**
  • Entry of uncleared bank and credit card transactions as of the latest reconciliation in Desktop or Enterprise**

*QuickBooks Enterprise set-up requires access to company file via a remote access service. If such remote access is provided by Hart & Associates, an additional fee will apply.
**Includes a maximum of 200 entries for all of these categories. Pricing will be adjusted if total entries will exceed this maximum.
***If additional support or training is needed after the included four hours, a Support Package or Monthly Service Package will need to be purchased. P
lease check our Support Packages and Monthly Service Packages pages for details.

QuickBooks Desktop with History Conversion to QBO Package:

Schedule Consultation
This package is designed for business owners who want to convert an existing QuickBooks Desktop company file including all history to a new QBO company file. Services include (as applicable):
​
  • Data conversion
  • Verification of accurate financial reports between old company file and new
  • Initial reconciliation of a maximum of seven bank, credit card, loan and/or sales tax liability accounts as of the last period reconciled in Desktop or Enterprise)*
  • Maximum of four hours of post-set-up training or support via web conference, email or phone *
  • Payroll service set-up can be included as an add-on - please contact us for pricing

Please note: We currently do not support conversion of QuickBooks Enterprise company files including all history to QBO. Please see options above for the New Company File Set-Up Package and the QuickBooks Desktop Basic Conversion to QBO Package. 

*If additional support or training is needed after the included four hours, a Support Package or Monthly Service Package will need to be purchased. Please check our Support Packages and Monthly Service Packages pages for details.

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