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Start Clean and Built for Growth
Whether you're launching a brand new business or migrating from confusing spreadsheets or outdated software, the foundation of your financial life matters. We don't just set up QuickBooks Online; we configure and optimize it to suit your unique requirements, ensuring you start with a clean file that delivers reliable, easy-to-understand information from day one.
Custom
Chart of Accounts
Seamless Integration
Intelligent Workflow Setup
Client Empowerment
Why Invest in a Custom QBO Setup?
A DIY setup can lead to years of messy, unreliable data. We ensure your system is built correctly to deliver accurate, actionable reports from the start, saving you time and money on future cleanups. We promise a transparent, supportive process that empowers you to use your new system with confidence.
Your Custom Optimization Includes:
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Custom Chart of Accounts: We map and configure your Chart of Accounts to perfectly align with your business model and reporting needs, giving you a crystal-clear view of where your money is going.
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Seamless Integration: We connect and test your bank and credit card feeds, ensuring a smooth, reliable flow of data into your QBO file.
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Intelligent Workflow Setup: We establish smart, practical categorization methods and recurring transactions to maximize efficiency and maintain data accuracy as you grow.
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Accurate Starting Point: We input opening balances and perform initial reconciliations to ensure your balance sheet is accurate before your ongoing bookkeeping begins.​​
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Client Empowerment: This includes a personalized training call, a quick reference guide, and a walkthrough so you understand your new system and feel confident using it.
What You'll Receive (Key Deliverables)
Tailored Chart of Accounts aligned to your business and reporting needs.
Bank and credit-card feeds connected and tested.
Opening balances entered; initial reconciliation completed to the agreed start date
Practical workflow settings
30–45 Minute Handoff Call or a recorded video
One-page Quick Start Checklist (login links, where to click each month)
This Project is the Right Fit if:
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You are a new business ready to establish your first reliable accounting system.​​
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You are migrating from messy spreadsheets or outdated desktop software.
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Your current file is unusable or difficult to pull accurate reports from.​​​
Project at a Glance
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Investment: Fixed Project Fee (Set after our initial assessment and proposal)​​
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Timeline: Typically 1–2 weeks once access is provided, depending on bank connections and workflows.
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Outcome: A clean, ready-to-use QBO file with a tailored Chart of Accounts, connected bank feeds, and a clear training path.
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What's Not Included: Payroll Processing, Sales/Excise Tax Registrations or Filings, and Complex Inventory Implementations.