Bookkeeping Setup

Bookkeeping Setup

Starting from scratch or feeling overwhelmed? We help you establish an organized bookkeeping system that brings clarity to your finances and creates a strong foundation for your business.

Service Includes:

QuickBooks Online setup and configuration

• Set up your QuickBooks Online account, customize company settings, and configure the foundation needed for accurate ongoing bookkeeping.

Basic bookkeeping workflow organization

• Establish a simple process for managing income, expenses, receipts, transactions, and financial documents so your bookkeeping stays organized month after month.

Invoice setup and organization-

• Configure invoice settings, customize invoice templates, and organize customer invoicing workflows for consistent billing practices.

Chart of accounts review and customization

• Organize income and expense categories to align with your business operations and reporting needs.

Bank and credit card account connection setup

• Connect financial accounts to QuickBooks Online and verify that transactions are ready for proper categorization.

Price: Starting at $170

Note: Starting prices reflect common bookkeeping needs. Final pricing may vary based on your business structure, accounts requiring setup, and workflow needs.. A custom quote is provided before work begins.