Bookkeeping Software Setup
From Zero to Organized: Our Bookkeeping Setup Service Has You Covered
Starting fresh? We’ll set up your bookkeeping software (QuickBooks Online, Xero, Wave, or similar) so your finances are organized, accurate, and ready for growth — right from day one.
From customizing your chart of accounts to connecting your bank feeds and preparing your first financial reports, you’ll get a clean, professional bookkeeping system you can start using immediately.
Whether you’re just launching or finally ready to take your numbers seriously, a proper setup saves time, prevents costly mistakes, and gives you clarity and peace of mind.
This service includes:
✅ Full software setup and customization
✅ A chart of accounts tailored specifically to your business
✅ Bank and credit card connections for seamless transaction tracking
✅ Setup of essential reports and expense categories so you’re ready from the start
✅ A step-by-step walkthrough so you can manage your books confidently
✅ 60 days of ongoing bookkeeping support so you can ask questions, get help categorizing transactions, learn how to run reports, and keep everything on track as you start using your new system.
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Got months of transactions to sort out?
No problem. Add our optional Catch-Up Services to organize your past financial activity and get your business fully up to speed.
Service includes:
Organizing and entering historical transactions
✅ Categorizing income and expenses accurately
✅ Running Profit & Loss Reports so you know exactly where your business stands
✅ Reconciling accounts and making corrections as needed
✅ A detailed video walkthrough to help you maintain your books with confidence
You’ll be caught up and ready to stay consistent moving forward.
📌 Perfect for: Entrepreneurs who’ve been focused on building but neglected the books and are ready to finally get it together.
Let’s organize everything—past and present—so you can move forward with confidence.
Price are based on volume and complexity:
- Bookkeeping Software Setup - Starting at $399
- Bookkeeping Software Setup + Catch-up - Starting at $399. Price for Catch-up is priced per number of months backlogged and complexity.