A chart of accounts that fits
Income and expense categories built around your business and what your tax preparer needs, not a generic list you'll never use.
QuickBooks Online setup
QuickBooks Online, set up the right way
Starting a new business, moving off spreadsheets, or ready for a fresh start on a messy file? I'll set up QuickBooks Online so it fits how your business actually works.
What's included
A setup that works from day one
Bank and card feeds connected
Your bank and credit card accounts linked so transactions flow in automatically, plus rules that categorize the routine ones for you.
A walkthrough for you
When setup is done, I show you how to use it: where to look, what to do each week, and what to leave to me if you'd like.
Who it's for
- New businesses that want to start with clean books instead of fixing them later.
- Owners moving off spreadsheets or a shoebox of receipts.
- Businesses with a messy QuickBooks file that would be easier to rebuild than to repair. If your file is fixable, a cleanup may make more sense, and I'll tell you which.
Why a certified ProAdvisor?
I'm certified in QuickBooks Online, so your file is set up with the accounts, settings, and connections that keep it accurate as your business grows. A good setup is the difference between reports you trust and a cleanup bill next year.
How it works
Three simple steps
Free consultation
We talk about how your business runs, how you get paid, and what you need from your books.
Custom proposal
You get a proposal that spells out exactly what I'll set up and what it will cost.
Setup and walkthrough
I build your file, connect your accounts, and walk you through it so you're comfortable using it.
Questions
QuickBooks setup FAQ
How much does QuickBooks Online setup cost?
Setups are quoted after a free consultation, because a one-person service business needs a lot less than a company with inventory and employees. You'll know the price before any work begins.
Which QuickBooks Online plan should I buy?
It depends on what you need. Many small businesses don't need the most expensive plan. I'll recommend the one that fits so you're not paying for features you won't use.
Can you fix my existing QuickBooks file instead?
Often, yes. After looking at your file, I'll tell you whether a cleanup or a fresh setup is the better value.
Will you keep my books after setup?
If you'd like. Many clients move straight into monthly bookkeeping, but you're also welcome to run it yourself after the walkthrough.
Start on the right foot
Book a free consultation
Book a free consultation
We'll talk about your business, and you'll get a custom proposal with clear pricing.