{"product_id":"nabbitit™-professional-bookkeeping-setup","title":"Professional Bookkeeping Setup","description":"\u003ch2 class=\"PDq2pG_selectionAnchorContainer\"\u003eNabbitIt™ Professional Bookkeeping Setup\u003cspan class=\"PDq2pG_selectionAnchor\"\u003e\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003ePersonal bookkeeping for real life.\u003cbr\u003e\u003c\/strong\u003e\u003cstrong\u003ePersonal bookkeeping for more complex financial lives.\u003c\/strong\u003e\u003cspan class=\"PDq2pG_selectionAnchor\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"PDq2pG_selectionAnchorContainer\"\u003eSome households have more to keep track of than everyday checking, savings, and credit cards.\u003cspan class=\"PDq2pG_selectionAnchor\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eNabbitIt™ Professional Bookkeeping\u003c\/strong\u003e is designed for households with more financial moving parts, including retirement accounts, investment accounts, trusts, annuities, rental-related activity, personally owned LLC accounts, or a larger number of accounts across multiple financial institutions.\u003c\/p\u003e\n\u003cp\u003eYour Nabbit is a real person who helps organize your household books, brings your financial accounts into one organized bookkeeping system, and gets everything ready for ongoing Professional bookkeeping.\u003c\/p\u003e\n\u003ch3\u003eYour one-time Professional setup includes:\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eInitial onboarding consultation with your Nabbit\u003c\/li\u003e\n\u003cli\u003eDetailed review of your household accounts and financial structure\u003c\/li\u003e\n\u003cli\u003eSetup of your household books in QuickBooks Ledger\u003c\/li\u003e\n\u003cli\u003eHelp securely connecting the accounts included in your bookkeeping service\u003c\/li\u003e\n\u003cli\u003eOrganization and categorization of your household financial activity\u003c\/li\u003e\n\u003cli\u003eSetup and tracking structure for retirement accounts such as 401(k)s and IRAs\u003c\/li\u003e\n\u003cli\u003eSetup and tracking structure for brokerage and other investment accounts\u003c\/li\u003e\n\u003cli\u003eOrganization of trusts and annuities included in your household financial picture\u003c\/li\u003e\n\u003cli\u003eOrganization of rental-related cash flow, when applicable\u003c\/li\u003e\n\u003cli\u003eTracking of money moving into and out of personally owned LLC accounts\u003c\/li\u003e\n\u003cli\u003eReview of your previous 30 days of transactions\u003c\/li\u003e\n\u003cli\u003eYour first \u003cstrong\u003e“Where Did My Money Go?”\u003c\/strong\u003e 30-day summary\u003c\/li\u003e\n\u003cli\u003eFinalization of your ongoing Professional bookkeeping service\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eA note about LLCs\u003c\/h3\u003e\n\u003cp\u003eProfessional Bookkeeping can include personally owned LLC accounts as part of your overall household financial picture.\u003c\/p\u003e\n\u003cp\u003eFor LLC accounts, your Nabbit tracks \u003cstrong\u003emoney moving into and out of the account\u003c\/strong\u003e so those transfers and cash flows are reflected in your personal books.\u003c\/p\u003e\n\u003cp\u003eNabbitIt does \u003cstrong\u003enot\u003c\/strong\u003e provide full business bookkeeping as part of this service. Professional Bookkeeping does not include payroll, tax preparation, sales tax filing, invoicing, accounts payable, accounts receivable, business financial statements, or other business accounting services.\u003c\/p\u003e\n\u003ch3\u003eWho is Professional Bookkeeping for?\u003c\/h3\u003e\n\u003cp\u003eProfessional Bookkeeping is the better fit if you want NabbitIt to track any of the following:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e401(k), IRA, or other retirement accounts\u003c\/li\u003e\n\u003cli\u003eBrokerage or stock trading accounts\u003c\/li\u003e\n\u003cli\u003eTrusts\u003c\/li\u003e\n\u003cli\u003eAnnuities\u003c\/li\u003e\n\u003cli\u003eRental-related financial activity\u003c\/li\u003e\n\u003cli\u003ePersonally owned LLC accounts\u003c\/li\u003e\n\u003cli\u003eA larger number of checking, savings, or credit accounts\u003c\/li\u003e\n\u003cli\u003eAccounts spread across multiple financial institutions\u003c\/li\u003e\n\u003cli\u003eA household financial picture with significantly more moving pieces than a typical household\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eIf your finances are primarily everyday checking, savings, credit cards, household income, and household spending, our regular Personal Bookkeeping service may be all you need.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAlready working with a Nabbit?\u003c\/strong\u003e\u003cbr\u003eEnter their Nabbit code when you sign up so you can continue working with the Nabbit who referred or introduced you.\u003c\/p\u003e\n\u003ch3\u003eWhat happens after setup?\u003c\/h3\u003e\n\u003cp\u003eOnce your Professional setup is complete, your Nabbit will walk you through your first 30 days, review how your household finances have been organized, answer your questions, and help you decide whether you’d like to continue with ongoing Professional Bookkeeping.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eOngoing Professional Bookkeeping is $249\/month. There is no obligation to continue after setup.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eIf you decide not to continue, you will still receive your completed \u003cstrong\u003e“Where Did My Money Go?”\u003c\/strong\u003e 30-day summary. Your NabbitIt managed QuickBooks Ledger access will then be closed.\u003c\/p\u003e\n\u003cp\u003eIf you continue, QuickBooks Ledger remains part of your NabbitIt service and your Nabbit will continue keeping your household books organized, reconciled, and up to date month after month.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eProfessional setup fee: $249 one time\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003eNabbitIt™ provides bookkeeping and financial organization services. We do not provide tax, legal, investment, or financial planning advice.\u003c\/em\u003e\u003c\/p\u003e","brand":"NabbitIt","offers":[{"title":"Default Title","offer_id":44044228296817,"sku":null,"price":249.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0700\/9809\/2145\/files\/Professional_Bookkeeping_8cd3a4ee-2f76-4b2d-86cc-12a48d97bbc4.png?v=1787159049","url":"https:\/\/www.nabbitit.com\/products\/nabbitit%e2%84%a2-professional-bookkeeping-setup","provider":"NabbitIt","version":"1.0","type":"link"}