XYPN Books Setup & Training
XYPN Books Setup & Training service includes the set up of your business’s books in accordance with your state's RIA regulations, as well as a training session to teach you how to get started keeping your own books. The team will set you up with the Michael Kitces recommended Chart of Accounts. Then, during the training session, you will be taught how to navigate QBO along with how to enter any expenses you paid for out of pocket. To follow up, you will receive a list of videos to help you with your QBO processes. A QBO subscription discount is included if signing up for QBO through us!
Why is it important: RIA’s are part of a regulated industry. As such, you are required to keep a financial set of books. When the state or SEC regulators audit your company, you must submit up-to-date Balance Sheet and Profit & Loss statements, Reconciliation Reports, and a General Ledger. XYPN Books team members are experts on accounting requirements for financial advisors in your state and will help ensure your books are set up in accordance with these regulations. Starting off on the right foot with your new business’s books is essential to your success, and XYPN Books wants to help you get there!
Pricing & Services
Check out our pricing here!
Account Management
Sign up for XYPN Books Setup & Training
- You can sign up right from your Member Portal!
- Under Sign Up, confirm your account information.
- Click Submit.
- You're all set! XYPN Books will be in touch with you on the next steps for your bookkeeping setup and training!
Billing
- Billing will be done directly through XYPN.
Questions?
- Join us for XYPN Books Office Hours!