Big E-Z Books+ Onboarding & Quick Start Options
Whether you’re setting up your software or building a reliable bookkeeping routine, we’ll help you get started with confidence.
Need help Getting Started? Choose our Onboarding service below.
Want help getting your first month or two of bookkeeping done correctly? Choose Quick Start or Quick Start Pro below.
Not sure what you need? Schedule a free 15-minute discovery call to find your best fit.
Which Big E-Z Books+ Support Service Is Right for You?
Onboarding
Get Help Setting Up Big E-Z Books+
$99 Service Add-On
We’ll guide you through the onboarding steps, help customize your bookkeeping system, show you how Big E-Z Books+ works, and answer your questions so you can get started with confidence.
During your one-hour personalized onboarding session, we will:
- Tour the software
- Customize your categories
Complete a CSV import
Q&A. Answer any questions you have.
Best for: Customers who want personal help getting started with Big E-Z Books+.
Or do it yourself: Your Big E-Z Books+ subscription includes onboarding videos inside the app.
Quick Start
Get Your First Month Organized
$199 Service Add-On
Once your onboarding is complete, our team will help you work through your first month of bookkeeping.
This gives you one month of hands-on practice with our team while you establish your bookkeeping routine and build confidence managing your own books.
We’ll work alongside you as you:
- One hour session
- Enter or import one month of transactions
- Categorize your income and expenses
- Reconcile your accounts
- Complete your first month-end process
You’ll learn by doing it with us, so you can confidently take over the process yourself.
Best for: New Big E-Z Books+ users who want hands-on help with their first month of bookkeeping.
Quick Start Pro
Get Your First Two Months on Track
$599 Service Add-On
Onboarding must be completed first.
Want more hands-on guidance? Our Quick Start Pro service provides personalized support through your first two months of bookkeeping.
This gives you two months of hands-on practice with our team while you establish your bookkeeping routine and build confidence managing your own books, and an hour with a CPA for special journal entry setup.
We’ll work alongside you as you:
- Two one-hour sessions
- Enter or import two months of transactions
- Categorize your transactions
- Reconcile your accounts
- Complete your first two month-end processes
- Work with a CPA for one hour on special journal entries
- Get guidance on maintaining your books going forward
Best for: Business owners who want more guidance and support while getting their bookkeeping routine established.
You Don't Need Ongoing Bookkeeping Services. You May Just Need a Little Help Getting Started.
Our support services are different from traditional monthly bookkeeping. We’re not taking over your books. We’re helping you learn how to manage them yourself.
We’ll help you get your bookkeeping system organized, show you how it works, and work alongside you as you learn the process.
That means you can:
- Understand where your money is going
- Keep your books organized throughout the year
- Stay on top of your month-end process
- Understand your financial reports
- Be better prepared for tax time
- Reduce the cost of ongoing bookkeeping
We help you get started. You stay in control.
FAQs
Are the Big E-Z Books+ support services required?
You can complete onboarding yourself using the videos included with your Big E-Z Books+ subscription, or you can purchase personalized Onboarding Support.
Do I need a Big E-Z Books+ subscription to purchase these services?
What is Big E-Z Books+ onboarding?
Does Quick Start include onboarding?
No. Onboarding must be completed before using the Quick Start service.
You can complete onboarding yourself using the videos inside the app or purchase the $99 Onboarding Support service.
Does Quick Start Pro include onboarding?
No. Onboarding must be completed before using the Quick Start Pro service.
What is the difference between Quick Start and Quick Start Pro?
Quick Start Pro provides hands-on help with your first two months, giving you more time to learn the process and establish your monthly bookkeeping routine. You will also work with a CPA for one hour on special journal entries.
Can I do the bookkeeping myself after using Quick Start or Quick Start Pro?
Absolutely. That’s the goal.
Our team works alongside you so you can learn the process, build confidence, and take over your own monthly bookkeeping.
Do I have to know bookkeeping before using Big E-Z Books+?
Who are Big E-Z Books+ support services for?
These services are designed for entrepreneurs, startups, small business owners, and others who want to manage their own bookkeeping but would like expert help getting started.
What if I don't know which service I need?
Schedule a 15-minute discovery call with the Big E-Z team. We’ll help you determine which level of support is the best fit for your business, experience, and goals.
Ready to Take Control of Your Bookkeeping?
You don’t need to become an accountant to understand your business finances.
Start with Big E-Z Books+ and choose the level of support that gives you the confidence to take control of your books.
Need a little help? Start with Onboarding.
Need help getting your first month done? Choose Quick Start.
Want hands-on guidance for two months and CPA support? Choose Quick Start Pro.
Not sure which is right for you?
Schedule a 15-minute discovery call, and we’ll help you choose.