At KG Virtual CFO, we recognize that not every business can afford a full-time chief financial officer or accounting team. That’s why, backed by our experienced team, we’ve tailored our DIY Support to be an affordable and efficient solution for small businesses striving for better financial health without the overhead of in-house CFO services.

Our Quickbooks Online ProAdvisors team offers business owners step-by-step assistance in setting up and answering questions about your QuickBooks Online account, ensuring you’re not just coping, but excelling in managing your company’s finances.

• Setup and Customization: We’ll help tailor your chart of accounts to reflect the unique needs of your business.

• Transaction Management: Our experts will assist in synchronizing, downloading, and reconciling all your banking and credit card transactions to keep your financial statements accurate.

• Invoicing and Payments: We’ll guide you through creating invoices, managing sales receipts, setting up recurring transactions, and more!

• Ongoing Guidance: Tackle any bookkeeping or general accounting issues with our professional advice—aiming at boosting your business performance.

Properly setting up and managing QuickBooks Online can significantly enhance your company's financial performance, supporting strategic planning, operational budgeting, and forecasting, while also facilitating communication with investors and board meetings through clear KPIs.