Accounting Setup & Chart of Accounts
A Strong Foundation for Accurate, Scalable Books.
A clean, logical accounting system from day one, built around how your business actually runs.
Free 15-minute call. Reply within 1 business day.Accounting Setup & Chart of Accounts, in plain terms
A Chart of Accounts that fits
Built for your industry and business model, not a generic template.
Connected bank and card feeds
Accounts, feeds and workflows set up properly.
A basic walkthrough
You learn how to use the system without needing to be an accountant.
A properly set up accounting system and a well-structured Chart of Accounts make your financial records easier to manage, more accurate, and ready for growth. We set up or restructure your QuickBooks (or other accounting software) to match your business model, industry, and reporting needs, so you have a clean and logical foundation from day one.
What's included
- Set up QuickBooks Online, QuickBooks Desktop, Xero, or Zoho Books
- Design and customize a Chart of Accounts based on your industry and business model
- Configure bank and credit card feeds
- Set up customers, vendors, products/services, and locations (if needed)
- Organize classes, locations, and departments (if applicable)
- Set up sales tax and basic payroll settings (if applicable)
- Connect and categorize existing accounts
- Review and adjust opening balances (if needed)
- Establish bookkeeping workflows and best practices
- Provide naming conventions and coding guidelines
- Ensure the system is ready for ongoing bookkeeping and reporting
- Guide you on how to use your system efficiently (basic walkthrough)
Who this service is for
- New businesses setting up their accounting system
- Businesses switching to QuickBooks or another platform
- Businesses that need a better structured Chart of Accounts
- Business owners who want clean, organized, and scalable books from the start
- Businesses preparing for growth, multiple locations, or advanced reporting
Probably not the right fit if
- Already set up but messy? See QuickBooks Cleanup & Catch-Up.
- Want us to run the books after setup? See Monthly Bookkeeping.
From first call to finished work
We understand your business model, industry, and reporting needs.
We build or refine your accounting system and Chart of Accounts.
We set up bank feeds, accounts, and key settings for smooth workflows.
We ensure everything is ready to go and provide guidance for ongoing use.
What we need from you
- A short call about your business model and reporting needs
- Access to your current software, if you already have one
- A list of your bank accounts, cards and payment platforms
Your data stays yours. How we keep your data safe
Ready to talk it through?
A free 15-minute call. We look at where your books stand and tell you what you need. No obligation.
Book a Free ConsultationReply within 1 business day