QuickBooks Setup


Simple Start



Billed Annually

For business looking for an efficient setup for their digital accounting needs.

  • - Guided setup with a QBO experts

  • - Connecting bank and credit card accounts

  • - Setting up invoices and forms

  • - Creating reports




Billed Annually

For businesses that need a custom solution with data import and cleanup

  • - Guided setup with a QBO expert

  • - Data import and cleanup

  • - Custom forms and reports

  • - Categorizing transactions and reconciling accounts



Expert guided setup

Bank and credit card connections

Invoice and forms setup

Import historical data

Custom reports

QuickBooks coaching and training

Simple Start


Additional Accounting Support

CFO/Controller Services


  • - Budgeting & Forecasting

  • - COGS categorization

  • - Audit Support

  • - Internal Controls Audit

  • - Industry Benchmarking

Bookkeeping Support


  • - Entering bills (A/P)

  • - Invoicing customers (A/R)

  • - Transaction review & categorization

  • - Collecting on past due accounts

Business Taxes

Starting at $150

  • - Income review

  • - Account reconciliation

  • - State sales and excise tax filings

  • - Close books

Any questions about Bookkeeping? We are happy to help!

  • Why choose Taction Bookkeeping services?

    Our bookkeeping team is composed of expert bookkeepers and controller/CFO-level professionals. Each month-end close process goes through multiple review phases so we know we are able to double-check our work and comply with Generally Accepted Accounting Principles (GAAP). Additionally, the separation of duties confirms we are protecting your company from fraud. You can trust that you’re in good hands with our team.

  • What’s included in Taction’s full-service bookkeeping?

    As part of our ongoing bookkeeping services, our bookkeeping team categorizes your transactions and reconciles your accounts each month. Our team performs a month-end close process and sends PDF copies of key financial reports including a Profit & Loss Statement and Balance Sheet.

  • Can Taction provide tax advice?

    Although highly trained, our team of expert accountants and bookkeepers cannot represent your business before the IRS. We provide up-to-date profit and loss statements and help you analyze your financial situation, however we do not provide tax planning and strategy services.

  • What accounting software should my company use?

    We work primarily with QuickBooks Online but are comfortable with many other softwares.

    We guide most clients into using QuickBooks Online because of the cloud features and simple, user-friendly interface that allows you to access your reports and data from anywhere. Additionally, you own the software, so if you ever decide to leave Taction’s services you can take your data with you.

Setup QuickBooks With Certified ProAdvisors.

Accounting software is often the foundation of a business. We know how nervous business owners can get over setting up the QuickBooks Online accounting software and we take that stress out of your hands. If this is your first accounting software, we can often get clients setup overnight. Imagine the feeling of knowing that your business is ready to scale with an accounting solution that fits your needs and is tailored to your business.

Focus on what you do best. We’ll handle the rest!

Our team of experts are trained and certified as ProAdvisor status with OuickBooks Online. We're committed to following Generally Accepted Accounting Principles (GAP) and ensuring your business is always compliant federal and state rules and regulations.