Quickbooks Setup

$499.00

Not sure how to start with your accounting system setups and organization? I’m happy to offer accounting and bookkeeping support for entrepreneurs who’d rather focus on running their business than managing their books.

Best for new businesses with simple financial activity and fewer than ~100 monthly transactions.

Setup package includes:

  • QuickBooks Online account setup (or Xero)

  • Chart of accounts design

  • Connection of bank and credit card accounts

  • Basic transaction categorization

  • Financial report configuration

  • Walkthrough of bookkeeping workflow

Businesses with higher transaction volumes or complex financial structures may require a custom setup quote.

Not sure how to start with your accounting system setups and organization? I’m happy to offer accounting and bookkeeping support for entrepreneurs who’d rather focus on running their business than managing their books.

Best for new businesses with simple financial activity and fewer than ~100 monthly transactions.

Setup package includes:

  • QuickBooks Online account setup (or Xero)

  • Chart of accounts design

  • Connection of bank and credit card accounts

  • Basic transaction categorization

  • Financial report configuration

  • Walkthrough of bookkeeping workflow

Businesses with higher transaction volumes or complex financial structures may require a custom setup quote.