Getting started is easier than you think.
Never set up QuickBooks? Books a mess? That's exactly where we come in.
See Services & PricingTwo starting points — same destination
Brand-new to QuickBooks
You've never set up a QuickBooks account, or you're not sure it's set up right. We build it from scratch — chart of accounts, connections, all of it.
Messy or behind
Months of transactions sitting uncategorized? A previous bookkeeper who fell behind? We'll get you set up with a fresh QuickBooks account and catch you up before we start the monthly rhythm.
The simple steps
- Book a call. We talk through where things stand.
- Sign. A simple agreement, no surprises.
- Complete the setup form. A few questions about your business.
- Send statements. Whatever you've got — messy is fine.
- We build and you connect. We set up QuickBooks, you connect your accounts.
- We catch you up. Every past transaction, entered and categorized.
- First clean reports. You see your numbers clearly, for the first time.
You own your QuickBooks.
You're made primary admin from day one. It's your business, your data, your account — always.