For new businesses · from day one
Start your business with
books done right.
We set up your accounting platform, chart of accounts, bank connections, and reporting so you build on a solid foundation from day one.
Setup packages from $350 · Completed in about 1 week
What you get
What's included.
Platform Selection & Configuration
We choose and configure the right accounting platform for your industry, business model, and budget.
Custom Chart of Accounts
A tailored chart of accounts built for your industry so your financial reports make sense from day one.
Bank & Payment Connections
We connect your bank accounts, credit cards, and payment processors so transactions flow in automatically.
Report Configuration
Custom dashboards and reports giving you an instant snapshot of performance.
Owner Training Session
A live one-on-one walkthrough of your entire system so you leave confident, not confused.
The process
How setup works.
Discovery Call
A free 30-minute conversation to learn about your business, accounts, and comfort level with accounting software.
Platform Setup & Configuration
We build your accounting file with a tailored chart of accounts, bank connections, and tax settings.
Training & Handoff
A live screen-sharing session where you learn to categorize transactions, run reports, and reconcile accounts.
30-Day Support
Email and chat support for 30 days after handoff until you feel completely comfortable on your own.
Setup pricing
You get a fixed quote before any work begins.
All packages include a live training session and 30 days of post-setup support.
- Single-platform setup with basic chart of accounts
- $350 – $500
- Multi-account setup with payment processor integrations
- $500 – $800
- Complex setup with inventory, classes, or multi-entity
- $800 – $1,200
Questions, answered
Frequently asked.
Ready when you are
Start your business
on solid ground.
A 30-minute discovery call is all it takes. We'll discuss your business, recommend a platform, and give you a clear quote.