All Services
One-Time Financial Systems Setup
A single, focused engagement to get your accounting software and financial processes built right from the start — no backlog cleanup, just a clean, scalable foundation.
What's Included
- Accounting software setup (e.g., QuickBooks Online)
- Chart of Accounts design tailored to your business
- Bank and payment integration setup
- Expense and income tracking structure
- Onboarding walkthrough so you're confident using the system
Who It's For
New businesses or businesses switching software who need a clean setup — not historical cleanup.
Pricing
Flat-fee engagement — final pricing and payment terms are provided during your consultation based on project scope.
Frequently Asked Questions
- How long does a setup engagement take?
- Most setups are completed within two to three weeks from kickoff, depending on how quickly bank connections and access are provided.
- Do you clean up historical bookkeeping?
- No — this engagement is a clean-slate setup. If you have a backlog to reconcile, we'll refer you to our Financial Management service or scope a separate cleanup project.
- Will I know how to use the system after setup?
- Yes. Every engagement includes an onboarding walkthrough so you're comfortable navigating the file, entering transactions, and pulling reports on your own.
- Can you migrate from another accounting platform?
- Yes. If you're switching from another system, we'll bring over your Chart of Accounts and opening balances so nothing is lost in the move.
- What accounting software do you support?
- We work in various accounting systems and tailor our approach based on your preference. If you don't know your preference, we'll make that determination based on the volume of transactions and complexity of your business.