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:
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:
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  • 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:
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):​
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  • 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. Please check our Support Packages and Monthly Service Packages pages for details.

QuickBooks Desktop Basic Conversion to QBO Package:
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:​​
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  • 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. Please check our Support Packages and Monthly Service Packages pages for details.

QuickBooks Desktop with History Conversion to QBO Package:
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):
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  • 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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