Stay on Top of Your Books From Day One
Get your startup's bookkeeping set up correctly so you're organized and ready for taxes from the very beginning.
Is This You?
You just started your business and want clean books from the beginning
You’re not sure what to track for taxes—or how to track it
You’re nervous about making mistakes that could cost you later
You want a simple system you can actually keep up with
You’d rather focus on clients and growth, not bookkeeping headaches
Starting with clean financial records is so much easier than fixing a mess later.
What We'll Do
Set up QuickBooks Online specifically for your business type
Create organized accounts for clear, useful reporting
Input any existing transactions correctly
Provide a simple system to stay organized monthly
Show you what records to keep and how
The result: A solid financial foundation that grows with your business.
How We Work Together
1. 20-Minute Discovery Call
Learn about your business and bookkeeping needs.
2, Review Current Activity & Business Needs
Look at existing bank statements and transactions if any.
3. Setup Plan & Quote
Explain what we'll set up and cost.
4. Your System is Ready
QuickBooks configured with training and maintenance checklist.
Who We Help
First-time founders and new LLCs/S-Corps
Freelancers, coaches, and service providers starting fresh
Real estate investors launching a new entity
"Thank you for ALL your hard work! It is such a relief to me to know I have you in our corner"
Bay Area–based. Supporting startups and new entrepreneurs across the U.S.
FAQs
I haven't tracked anything yet—is it too late to get organized?
Not at all! We can work with bank statements and receipts to get you caught up and properly organized.
How do I keep things organized after setup?
We provide a simple monthly checklist that takes about an hour. Stay consistent and you'll never have a bookkeeping disaster.
What if my business changes or grows?
We set up systems that can adapt. If you need major changes later, we can help adjust your setup.
Keep Your Books Clean, Simple, and Stress-Free
Your startup bookkeeping system begins with a free discovery call. We’ll set it up right so you can grow with confidence.
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Starter Kit
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$xxx
Monthly
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What They Say
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