New Business Setup

Starting or growing a business is an exciting journey, but setting up your financial systems can feel like a daunting task.

Whether you’re launching a brand-new business or have been running for a year or two without a solid system, this service is designed to provide you with a seamless, customized setup for QuickBooks Online.

Together, we’ll create a financial foundation that supports your business growth and gives you confidence in your numbers.

What’s Included

  • QuickBooks Online Account Setup

    Expert guidance to get your account up and running with the right settings and features tailored to your needs.

  • Custom Chart of Accounts

    A personalized setup that reflects your industry and business, helping you track the numbers that matter most.

  • Bank Feed Integration

    Connect bank accounts for automated transaction tracking, saving you time and ensuring accuracy.

  • Customer & Vendor Setup

    Input and organization of up to 10 customers and 10 vendors for easy management.

  • Product & Service Listings

    Setup of up to 10 items to help you manage your offerings and related transactions.

  • Expense Software Integration

    Integration with tools like Divvy or Bill.com to simplify expense tracking and management.

  • Basic Reporting Configuration

    Setup of essential reports, such as profit & loss and cash flow, giving a clear picture of business performance.

  • Professional Invoice Template

    A customized, branded invoice template ready for immediate use.

  • Follow-Up Email Support

    One week of support to answer questions and ensure everything is running smoothly.

Get the confidence to manage your finances efficiently and focus on growing your business. 

👇🏻 Start Here 👇🏻

New Business Setup

$2,500 Value for $997

A professionally tailored QuickBooks Online setup with customized features and integrations, giving you the confidence to manage your finances efficiently and focus on growing your business.

Why It’s Worth It:

With a professionally set up QuickBooks Online account, you’ll save time, avoid costly mistakes, and gain confidence in your financial systems. It’s an investment in your business that sets the foundation for growth and success.

Get set up for success with a financial system that works for you, not against you!


Stop stressing about your finances & start growing your business!