For New Businesses

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.

Book Consultation

Setup packages start at $350 · Completed in about 1 week

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.

How Setup Works

Discovery Call

A free 15-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

$350and up

You get a fixed quote before any work begins.

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

All packages include a live training session and 30 days of post-setup support.

Frequently Asked Questions

Start Your Business on Solid Ground

A 15-minute discovery call is all it takes. We will discuss your business, recommend a platform, and give you a clear quote.