Start with a QuickBooks set up the right way.

We help creative entrepreneurs set up QuickBooks Online with clarity and confidence—so you can finally feel in control of your money.

Quickbooks Online Setup Options

Whether you just need a clean start or a fully customized setup, we’ve got you covered.

Premium Setup

What's Included

✓ Guided intake & bank feed setup

✓ Manual Imports of accounts

✓ Custom Assets, Liability and Equity accounts with beginning balances entered and reconciled

✓ Chart of Accounts (COA) aligned with tax forms and previous reports

✓ Secure document storage built into the software

Plus

✓ 2 Live sessions where we can collaborate or I can work solo to get your data entered ($1000 value)

✓ Hands on support to begin classifying transactions and reconciling. More time means we can get more done.

✓ Strategy opportunity to align your Chart of Accounts (COA) books with your business model and goals

Essentials Setup

What's Included

✓ Guided intake & bank feed setup

✓ Manual Imports of accounts

✓ Custom Assets, Liability and Equity accounts with beginning balances entered and reconciled

✓ Chart of Accounts (COA) aligned with tax forms and previous reports

✓ Secure document storage built into the software

Plus

✓ Live 1:1 session ($500 value)

✓ Hands on support to begin classifying transactions and reconciling

✓ Opportunity to customize your Chart of Accounts (COA) so you can track what matters most for your goals and budget

Bare Bones Setup

What's Included

✓ Guided intake & bank feed setup

✓ Manual Imports of up to 2 accounts

✓ Custom Assets, Liability and Equity accounts with beginning balances entered and reconciled

✓ Chart of Accounts (COA) aligned with tax forms and previous reports

✓ Secure document storage built into the software

Need extra support?

Additional work sessions are available for $500 each

🔓 Step 2 unlocks when your account is fully up to date

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We help creative entrepreneurs set up QuickBooks Online with clarity and confidence—so you can finally feel in control of your money and your future.