Quick Start

Build your bookkeeping foundation, fast.

If you want to handle your books yourself or are hiring someone in-house to manage your books, the OverView Quick Start program is for you. We can create a chart of accounts and set up recurring reports so you can keep a pulse on your revenue and expenses, including:

  • Profit & Loss Balance Sheet
  • Expense by Vendor Summary Report
  • Cash Flow Statement
  • Accounts Receivable

Want additional training in how to use these reports? We can walk you through what you need to know, from reading reports to creating invoices and receiving payments. 



Let us help you get set up and ready to grow. Get in touch with OverView Bookkeeping today.

MAKE SENSE OF YOUR BOOKS

Our Certifications

A prerequisite of selecting a bookkeeper is their ability to actually do your books. Not only does OverView Bookkeeping have its QuickBooks certification and QuickBooks Advanced certification, we are bookkeeping certified.



What does this mean for you? We understand the accounting principles behind the software, which makes us tremendously valuable to companies and business owners who understand the value of knowing the numbers.

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OverView has set me up for future success. We're creating structures that will make it so much easier to grow, have the proper foundation, and bring light to new opportunities.

BD

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