Launching a business is exciting, but keeping your books in order can quickly become overwhelming. Our Bookkeeping Setup & Training service is designed to take the stress out of your financials by setting up your bookkeeping software correctly from the start—and giving you the knowledge to manage it confidently. We help you choose the right system (like QuickBooks or Xero), configure your chart of accounts, and align the setup with your business structure and goals. After setup, we walk you through everything step-by-step with personalized training sessions.
Whether you’re completely new to bookkeeping or looking to optimize an existing system, this service ensures you’re compliant, organized, and empowered. You’ll gain peace of mind knowing your records are accurate and up-to-date, enabling smarter business decisions and smoother tax seasons.
What’s Included
Bookkeeping software setup (QuickBooks, Xero, or equivalent)
Custom chart of accounts configuration
Integration with banks and payment platforms
Personalized 1-on-1 training (live or recorded)
Guidance on monthly tasks and best practices
Post-training Q&A session
Turnaround Time5 business days
What We Need From You
Access to business financial documents (invoices, bank statements)
Business structure details (LLC, Sole Proprietor, etc.)
Preferred bookkeeping software (if any)
Scheduled time for training session
You can track its progress in your Projects dashboard.
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