A chart built around your business
Revenue, costs, assets, liabilities, loans, and equity are organized around the information available and the reporting structure agreed for your business.
New business setup
A new business needs more than an empty software file. We configure a practical bookkeeping foundation around your accounts, activity, platform, and reporting needs, then document the workflow so the books can stay organized as the business grows.
A financial foundation designed for real operations
Connected, controlled workflows
Client-owned bank, card, payroll, and payment systems can be connected using named users, appropriate permissions, and documented responsibilities.
Useful reports from the beginning
Opening balances and transaction workflows are reviewed so your first P&L and balance sheet start from an organized, explainable foundation.
Bookkeeping setup—not business formation
We configure the bookkeeping system after you authorize the accounts and platform. Company formation, EIN applications, bank-account opening, legal advice, and tax elections remain with you and your licensed legal or tax professionals.
What the setup can include
- ✓QuickBooks Online, QuickBooks Desktop, or Xero company-file setup
- ✓A practical chart of accounts tailored to your activity
- ✓Client-authorized bank, credit-card, and payment-feed connections
- ✓Opening balances entered from available supporting records
- ✓Transaction, receipt, invoicing, and document workflows
- ✓Initial P&L, balance sheet, and month-end close checklist
The outcome
An organized bookkeeping system with documented accounts, controlled access, connected workflows, and a clear path into ongoing monthly bookkeeping.
Request a setup quote
Final pricing follows a review of your accounts, platform, opening activity, and integrations.
Common questions
What do you need from me to set up the books?+
We typically need your business details, chosen accounting platform, account list, available opening statements or records, revenue and expense workflows, loans or owner funding information, and authorized access to the systems included in scope.
Do you open the business bank account or form the company?+
No. The client opens and owns all banking relationships and remains responsible for company formation, registrations, licenses, and legal decisions. We can connect authorized business accounts to the bookkeeping platform after they are established.
Should I use cash-basis or accrual-basis accounting?+
The bookkeeping file can be configured for the reporting basis agreed for the engagement, but tax elections and accounting-method decisions should be confirmed with your CPA or qualified tax professional.
Which bookkeeping platforms do you support?+
We support QuickBooks Online, QuickBooks Desktop, and Xero workflows. The best fit depends on your access needs, integrations, reporting requirements, and operating process.
How much does a new-business setup cost?+
Pricing depends on the platform, number of accounts, opening activity, entities, integrations, payroll or AP/AR requirements, and whether ongoing monthly bookkeeping is included. A written quote follows the opening review.
Related services
Monthly bookkeeping
Monthly bookkeeping, with a documented close.
Learn more →Financial reporting
Reports built for owners, not accountants.
Learn more →Payroll & contractor payments
Payroll records connected to your bookkeeping.
Learn more →Accounting platforms
See how this service works in your software
Ready to discuss your bookkeeping needs?
Tell us which platform you use, what needs attention, and what records are currently available.