Books + Payroll
Books + Payroll
Couldn't load pickup availability
$1,399
We organize and implement the financial workflows included in your selected service.
Includes everything in Books Cleanup, plus the additions at this tier. Expanded quantities below are totals where stated.
Included deliverables
- QuickBooks Online setup
- Chart of accounts
- Bank/credit-card connections
- Opening balances
- Basic income/expense structure
- Document storage structure
- First month of standard QuickBooks subscription
- Standard one-time setup costs
- Initial transaction organization
- Up to 3 months historical bookkeeping
- Transaction categorization
- Account reconciliation
- Duplicate/error correction
- Basic financial statements
- Books brought current through agreed date
- Payroll platform setup
- Employee/contractor setup
- Payroll tax configuration
- Direct-deposit setup where available
- First payroll cycle
- Payroll document structure
- First month of standard payroll subscription
- Payroll workflow/calendar
Included setup costs
One price covers the services and standard launch costs included in your selected package. Standard one-time setup costs and the first month of required paid third-party subscriptions are included where applicable. Website/domain packages include standard first-year domain registration where stated. After the included introductory period, ongoing third-party subscription costs become your responsibility.
Historical cleanup includes up to 3 months. Additional historical months or unusually complex books require a separate add-on or custom scope before work begins. Contact us before purchasing if your needs exceed this scope. Worker count, account count, and payroll complexity are confirmed during onboarding where applicable.
Scope and client responsibilities
Your delivery estimate is confirmed during onboarding after required content, documents, and access are received. Client delays pause the timeline. Revisions stay within the stated scope; new concepts, pages, integrations, or deliverables may require an add-on or new quote. Please provide accurate information, approvals, and required assets through your assigned secure intake or portal. Do not send sensitive financial or identity documents through a general contact form.
Premium software, premium themes/plugins, specialty domains, unusually large print quantities, paid media/ad spend, billboard placement, government filing and licensing fees, photography/video, and upgrades outside the stated scope are separate.
Payment and next step
Pay in full at checkout. Affirm is available only where offered by Shopify at checkout and subject to eligibility. After purchase, complete the intake or project inquiry so we can confirm access, assets, and your delivery schedule.
Service scope
Service scope
Your selected package description lists the included deliverables. Work outside that scope requires a separate agreement or quote. Review the service page and complete any required intake before purchasing.
Onboarding and delivery
Onboarding and delivery
This is a professional service. Your delivery estimate is confirmed during onboarding after the required documents, content, approvals, and access are received. Client delays pause the timeline. Submit sensitive documents only through your assigned secure intake or portal.
Returns and cancellations
Returns and cancellations
Review our Returns and Refunds policy for merchandise and digital products. Professional-service cancellations and refunds follow the applicable service agreement and required disclosures. Mandatory consumer rights remain in effect.
Questions before you get started?
Review the details above and contact info@altairefinancial.com if you need help choosing the right option.
Returns and cancellations
Merchandise and digital-product orders follow our Returns and Refunds policy. Professional services follow their signed agreement and required disclosures. Terms presented at purchase continue to apply to existing orders.