Bookkeeping Software Setup
From Zero to Organized: Our Bookkeeping Setup Service Has You Covered
Starting fresh? Get your business finances set up the right way from day one.
This service will set up the bookkeeping software (e.g. QuickBooks Online, Xero, Wave etc.) for your business so everything is organized, accurate, and ready for growth. From customizing your chart of accounts to linking your bank feeds and setting up your first reports, you’ll receive a clean, professional bookkeeping account you can begin using right away.
Whether you’re just launching or finally ready to get serious about your numbers, proper setup saves you time, prevents costly mistakes, and gives you clarity from the start.
Already have months of transactions to organize?
No problem — optional Catch-Up Services are available if you us to take care of organizing past activity and getting your business fully up to speed.
Service includes:
✅ Set up bookkeeping software customized for your business
✅ Organize and enter historical transactions
✅ Categorize income and expenses
✅ Reconcile and create financial reports
✅ A video walkthrough tutorial to help you maintain your books confidently
You’ll be fully caught up and ready to stay consistent going 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 $349
- Bookkeeping Software Setup + Catch-up - Starting at $349 + number of months of backlogged transactions.