Free business plan template - QuickBooks - Intuit
Most business plans have seven main points and key components, including an executive summary, a company description, a market analysis, details on your ...
bookkeeper
To make informed business decisions, you may need to budget for a <anchor>bookkeeper</anchor> or certified public accountant (CPA). CPAs can help you review your monthly accounting transactions and prepare your annual tax return.
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#### QuickBooks Live

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# Trusted experts. Added peace of mind.

Feel confident about your business and your books with QuickBooks experts by your side to help you succeed.

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## Our experts are here to help

Connect one-on-one with experts so you can manage your books with ease.

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Get expert help streamlining your bookkeeping and getting ready for taxes, so you have more time to focus on your business.

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#### A full range of business expertise

Whether you need help with your bookkeeping, getting ready for tax time, or need coaching, our team of experts is here to help.

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Connect with experts year-round for advice and guidance, with best-in-class tools to support you as your business grows.

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LIVE EXPERT ASSISTED

## Get expert guidance when you need it

Live Expert Assisted gives you access to QuickBooks-certified bookkeepers. They’ll provide guidance, answer questions, and show you how to do everyday tasks in QuickBooks, so you can stay organized and be ready for tax time.*

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LIVE EXPERT FULL-SERVICE BOOKKEEPING

## Take bookkeeping off your plate

With Live Expert Full-Service Bookkeeping, your dedicated bookkeeper will work with you to get to know your business, bring your past books up to date, and manage your bookkeeping for you, start to finish.

## Thousands of businesses use QuickBooks Live1

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See how connecting with experts one-on-one gives this busy voice-over artist the confidence her books are done right and frees up time for the things she loves to do.

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## Frequently asked questions

Does QuickBooks offer bookkeeping services?

Yes! QuickBooks Live Bookkeeping offers online bookkeeping services that connect small businesses with trusted, QuickBooks-certified virtual bookkeepers. Depending on the service you choose, a bookkeeper can give you guidance or take the lead on your bookkeeping.

What’s included in QuickBooks Live Expert Assisted?

Quickbooks-certified bookkeepers are available to give you guidance and answer questions you have on topics like:

- Categorization
- Automation
- Reconciliation
- Reporting
- Workflow management

You can request a callback anytime when you need a little extra help. Bookkeepers are available Monday - Friday 6AM - 6PM PT.

What’s not included in QuickBooks Live Expert Assisted?

Live Expert Assisted  doesn’t include cleanup of your books or a dedicated bookkeeper reconciling your accounts and maintaining your books for you. Live Expert Assisted  also doesn’t include any financial advisory services, tax advice, facilitating the filing of income or sales tax returns, creating or sending 1099s, or management of payroll.

What’s included in QuickBooks Live Expert Full-Service Bookkeeping?

Live Expert Full-Service Bookkeeping includes two phases: cleanup and ongoing bookkeeping

In the cleanup/setup phase, your bookkeeper helps you set up your chart of accounts, connects your banks, and teaches you the basics of QuickBooks. If you have information in QuickBooks already, your bookkeeper will help clean it up in the first month of service.

As part of ongoing bookkeeping, your bookkeeper categorizes your transactions and reconciles your accounts each month.

Your bookkeeper can close your books and prepare a trial balance. They can also send PDF copies of key financial reports including your profit and loss statement and balance sheet.

What’s not included in QuickBooks Live Expert Full-Service Bookkeeping?

Live Expert Full-Service Bookkeeping doesn’t include sending invoices, paying bills, or management of inventory, accounts receivable, or accounts payable. The service doesn’t include financial advisory services, tax advice, facilitating the filing of income or sales tax returns, creating or sending 1099s, or management of payroll. QuickBooks Online offers Expert Full Service Payroll for an additional cost.

What is the difference between QuickBooks Live Expert Assisted vs. QuickBooks Live Expert Full-Service Bookkeeping?

Live Expert Assisted gives you access to bookkeepers who can help with:

- Automating QuickBooks based on your business needs
- Categorizing transactions and reconciling accounts correctly
- Reviewing key business reports
- Ensuring you stay on track for tax time

With Live Expert Assisted, you’ll still be managing your own books.

With Live Expert Full-Service Bookkeeping  we pair you with a dedicated bookkeeper who will bring your books up to date and then manage your monthly books for you, so you can focus on your business.

What qualifications do QuickBooks Live bookkeepers have?

Our team of QuickBooks Live Bookkeepers includes professionals from almost all industries. Additionally, all of our bookkeepers have the following credentials:

- Active QuickBooks Online ProAdvisor certification
- Active QuickBooks Online Advanced ProAdvisor certification
- Minimum three years experience working with QuickBooks Online

And at least one of the following:

- They’re an active Certified Public Accountant
- They’re an active Certified Public Bookkeeper
- They have a bachelor’s degree in accounting/finance
- They have expertise in accounting, finance, or bookkeeping

What should I do to prepare before a call with a bookkeeper?

- To get the most out of your call, make a note of all your questions beforehand so you don’t forget anything.
- If you can, request a call when you have plenty of time and won’t be distracted so you have time to go over all your questions.
- Bookkeepers will be ready to dive into your books with you. It’s best to be in front of your computer where you can sign in to QuickBooks Online and share your screen.

I already have QuickBooks Online. Can I buy QuickBooks Live Expert Assisted or QuickBooks Live Expert Full-Service?

Yes! You can subscribe to Live Expert Assisted or Live Expert Full-Service Bookkeeping by signing in to your QuickBooks Online account or by calling sales. For pricing and subscription details, see Important pricing details and product information below.

Can I switch plans or cancel anytime?

You can cancel your QuickBooks Live plan or upgrade from Live Expert Assisted to Live Expert Full-Service Bookkeeping at anytime. To downgrade from Expert Full-Service Bookkeeping, you may need to wait until the end of your current subscription billing period.

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Important pricing details and product information

Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.

Guarantees

Accurate Books Guarantee: Accurate Books Guarantee is only available for active customers of QuickBooks Live Monthly Bookkeeping who have provided their current business tax return. If your Live Bookkeeper makes an error that requires you to re-open your books for any month, we’ll correct the error in your books for the month that the error occurred at no additional charge.

Eligible errors include only those made by a Live Bookkeeper. An “error” is: a) a transaction that has been incorrectly categorized to the wrong account; b) an account balance in QuickBooks that doesn’t match the actual account balance; or c) improper transactions which can’t be supported by documentation (including client responses and client meeting notes).

If you invoke the guarantee, QuickBooks will conduct a full n evaluation of the Live Bookkeeper’s work. You’ll need to provide QuickBooks with a receipt for the transaction in question, correspondence from your outside tax accountant, or a document stating the balance of the account if an account balance is in question.

Live bookkeepers aren’t responsible for errors resulting from incorrect information that you provide, or if you re-open the books by overriding closure after a Live Bookkeeper completes the month-end closure.

Tax penalty protection: Only QuickBooks Online Payroll Elite users are eligible to receive the tax penalty protection. If you receive a tax notice and send it to us within 15 days of the tax notice, we will cover the payroll tax penalty, up to $25,000. Intuit cannot help resolve notices for customers in Collections with the IRS because IRS Collections will only work with businesses directly. Additional conditions and restrictions apply. Learn more about t ax penalty protection.

*Offer terms

Bundle may include (1) a QuickBooks Online subscription and/or (2) a QuickBooks Live Bookkeeping plan and/or (3) QuickBooks Online Payroll, at your option.

QuickBooks Products: Offer available for QuickBooks Online and/or QuickBooks Online Payroll Core, Premium, or Elite (collectively, the "QuickBooks Products"). The offer includes either a free trial for 30 days ("Free Trial for 30 Days") or a discount for 3 months of service ("Discount") (collectively, the "QuickBooks Offer"). QuickBooks Live Bookkeeping is not included in the QuickBooks Offer.

QuickBooks Live Expert Assisted Free 30-day Trial Offer Terms: Access an expert when you add the thirty (30) day trial of QuickBooks Live Expert Assisted services (“Live Expert Assisted”) to your purchase of QuickBooks Online Simple Start, Essentials, Plus, or Advanced (“QBO”) subscription. You must be a new QBO customer to be eligible. To continue using Expert Assisted after your 30-day trial, you’ll be asked to present a valid credit card for authorization, and you’ll be charged on a monthly basis at the then-current fee until you cancel. Sales tax may be applied where applicable. To cancel your Expert Assisted subscription at any time go to Account & Settings in QBO and select “Cancel.” Your cancellation will become effective at the end of the monthly billing period. You will not receive a prorated refund; your access and subscription benefits will continue for the remainder of the billing period.

Expert Assisted is a monthly subscription service that requires a QBO subscription and provides expert help to answer your questions related to the books that you maintain full ownership and control. An expert can guide you through QBO setup and answer questions based on the information you provide; some bookkeeping services may not be included and determined by the expert. For more information about Expert Assisted, refer to the QuickBooks Terms of Service.

QuickBooks Online Live Expert Assisted Discount Offer Terms: Discount applied to the first 3 months of Expert Assisted, starting from the date of enrollment, followed by the then-current monthly Expert Assisted list price with your QuickBooks Online Simple Start, Essentials, Plus or Advanced (“QBO”) subscription. Your account will automatically be charged on a monthly basis until you cancel. Sales tax may be applied where applicable. To be eligible for this offer you must be an active QBO customer, new to Expert Assisted and sign up for the Expert Assisted monthly plan by calling sales at 1-800-816-4611. Offer available for a limited time only. To cancel your Live Expert Assisted subscription at any time go to Account & Settings in QBO and select “Cancel.” Your cancellation will become effective at the end of the monthly billing period. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period. Terms, conditions, pricing, special features, and service and support options subject to change without notice.

QuickBooks Online Free 30-day Trial Offer Terms: First thirty (30) days of subscription to the QuickBooks Products, starting from the date of enrollment is free. At the end of the free trial, you’ll automatically be charged and you’ll be charged on a monthly basis thereafter at the then-current price for the service(s) you’ve selected until you cancel. If you add or remove services, your service fees will be adjusted accordingly. Sales tax may be applied where applicable. To be eligible for this offer you must be a new QBO customer and sign up for the monthly plan using the "Free 30-Day Trial" option. This offer can't be combined with any other QuickBooks offers. Offer available for a limited time only. To cancel your subscription at any time go to Account & Settings in QBO and select "Cancel." Your cancellation will become effective at the end of the monthly billing period. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period. Terms, conditions, pricing, special features, and service and support options subject to change without notice.

Discount offer: Discount applied to the monthly price for the QuickBooks Products is for the first 3 months of service, starting from the date of enrollment, followed by the then-current monthly list price. To be eligible for this offer you must sign up for the monthly plan using the "Buy Now" option.

Offer terms: Your account will automatically be charged on a monthly basis until you cancel. If you add or remove services, your service fees will be adjusted accordingly. If you upgrade or downgrade to a different subscription, the price will change to the then current list price for such relevant subscription. Sales tax may be applied where applicable. This offer can’t be combined with any other QuickBooks offers. Offer only available for a limited time and to new QuickBooks customers.

Cancellation terms: To cancel your QuickBooks Products subscription at any time go to Account & Settings in QuickBooks and select “Cancel.” Your cancellation will become effective at the end of the monthly billing period. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period.

QuickBooks Live Expert Bookkeeping Guided Setup: The QuickBooks Live Expert Bookkeeping Guided Setup is a one-time virtual session with a QuickBooks expert. It’s available to new QuickBooks Online monthly subscribers who are within the first 30 days of their subscription. The QuickBooks Live Expert Bookkeeping Guided Setup service includes: providing the customer with instructions on how to set up chart of accounts; customized invoices and setup reminders; connecting bank accounts and credit cards. The QuickBooks Live Expert Bookkeeping Guided Setup is not available for QuickBooks trial, and does not include desktop migration, Payroll setup or services. Your expert will only guide the process of setting up a QuickBooks Online account. Terms, conditions, pricing, special features, and service and support options subject to change without notice.

**Product information

QuickBooks Live Expert Assisted: This is a monthly subscription service offering ongoing guidance on how to manage your books that you maintain full ownership and control. When you request a session with a Live bookkeeper, they can provide guidance on topics including: bookkeeping automation, categorization, financial reports and dashboards, reconciliation, and workflow creation and management. They can also answer specific questions related to your books and your business. Some basic bookkeeping services may not be included and will be determined by your Live bookkeeper. The Live bookkeeper will provide help based on the information you provide.

QuickBooks Live Expert Full-Service Bookkeeping: This is a combination service that includes QuickBooks Live Cleanup and QuickBooks Live Monthly Bookkeeping.

Receipt capture: Requires QuickBooks Online mobile (“QBM”) application. The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.

Collaborate with your accountant: You can connect up to the following for each product: 1 billable user and 2 accounting firms for QuickBooks Online Simple Start, 3 billable users and 2 accounting firms for QuickBooks Online Essentials, 5 billable users and 2 accounting firms for QuickBooks Online Plus, 25 billable users and 3 accounting firms for QuickBooks Online Advanced. Accounting firms must connect using QuickBooks Online Accountant.

QuickBooks Live Expert Full-Service Bookkeeping Monthly Bookkeeping pricing tiers: Live Expert Full-Service Bookkeeping is available to QuickBooks Online subscribers and is sold separately. QuickBooks Live Cleanup is required for Live Expert Full-Service Bookkeeping Monthly Bookkeeping. Cleanup fee is customized based on signup month, tax filing status, and business start date. Your monthly price is based on a calculation of your business's average monthly expenses over the last three months. Subscription pricing will be reassessed periodically at Intuit's sole discretion with 30 days written notice.

If your monthly average is $0-10,000 per month, the monthly price for QuickBooks Live Expert Full-Service Bookkeeping is $300.

If your monthly average is $10,001-50,000, the monthly price for QuickBooks Live Expert Full-Service Bookkeeping is $500.

If your monthly average is $50,001 or more, the monthly price for QuickBooks Live Expert Full-Service Bookkeeping is $700.

QuickBooks Live Expert Full-Service Bookkeeping Monthly Bookkeeping services: After signup, a Live bookkeeper provides cleanup services that start from the date of your last business tax return or business incorporation date (if more recent) through the end of the calendar month before first sign-up to Live Expert Full-Service Bookkeeping. The services provided during the first month are as follows, as applicable: update bookkeeping based on information you provide; connect bank and credit cards; categorize and update transactions up until the last tax-filing date; reconcile bank and credit card accounts with past statements, as provided by you; reconcile remaining balance sheet accounts; and run a summary report of work completed, balance sheet, and profit loss statement of YTD for cleanup period(s).

A Live bookkeeper cannot begin cleaning up your past books until they receive the required supporting documentation, which your bookkeeper will request from you after your first meeting. Once your bookkeeper receives all the necessary documentation, they’ll typically complete your cleanup within 30 days. In some cases, your cleanup may take longer depending on timeliness of documentation and the complexity of your books.

During each subsequent month, ongoing Live Full-Service Bookkeeping services include: an overview of the main features of QBO; setup of customers and vendors; assistance with reports and reporting tools; setup of chart of accounts; assistance with bank connections, expense type classification, categorization, and reconciliation based on information you provide; importing of historical data; and ongoing assistance with bookkeeping practices). Some basic bookkeeping services may not be included and will be determined by your Live bookkeeper. The Live bookkeeper will provide help based on the information you provide. For more information about services provided by Live Expert Full-Service Bookkeeping, refer to the QuickBooks Terms of Service.

QuickBooks Live Expert Cleanup: The QuickBooks Live Expert Cleanup only applies to bookkeeping records up to your last tax filing. You must have filed your business’ prior tax return and provide a copy of the return before cleanup services can begin. A Live bookkeeper cannot begin cleaning up your past books until they receive all of the required supporting documentation, which your bookkeeper will request from you after your first meeting. Once your bookkeeper receives all the necessary documentation, they’ll typically complete your cleanup within 30 days. In some cases, your cleanup may take longer depending on timeliness of documentation and the complexity of your books.

Tax-ready books: Live Expert Full-Service Bookkeeping doesn’t include tax preparation services or assistance with tax preparation, or assurance services. Consult a tax preparer for tax advice related to the preparation of your tax return. The Live Expert Cleanup service is from the date of your last business tax return through the end of the calendar month before first sign-up to Live Bookkeeping.

Cancellation policy: There's no contract or commitment. You're free to switch plans or cancel any time.

Claims

1. Number of businesses: Based on number of subscribers to Live Expert Full-Service Bookkeeping as of July 2023.

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