FIRST ACCOUNTING SYSTEM
QuickBooks, set up right.
Two simple ways to start — pick the one that fits where you are. We'll get your books clean and show you the next step.
THE APPROACH
Built right from day one.
A bad chart of accounts doesn't just make taxes harder — it hides where the money goes. We set up QuickBooks the way a CFO would build it: clean categories, connected accounts, and a structure that scales with you.
WHERE TO START
Two simple ways to start.
NEW OWNERS
Quick Start
fast · low cost
- Correct chart of accounts
- Bank & payment connections
- A few hours of training
- A clear next step
OUTGROWN IT
Modernize
migration & cleanup
- File setup or Desktop → Online migration
- Chart-of-accounts cleanup
- Integrations & workflow setup
- Team training
GO FURTHER
Add-ons
attach at setup
- Product price review
- Product sourcing review
- Monthly bookkeeping (from ~$200/mo)
HOW IT WORKS
From shoebox to real books.
Quick call
Tell us where you are and what you sell.
We set it up
Done right and fast — chart, connections, and workflows.
You're running
Trained, clean, and clear on the next step.
“We went from a shoebox of receipts to real books in a week.”
Owner · service startup
QUESTIONS
Good questions, answered.
Do I need to buy QuickBooks first?+
No — as certified QuickBooks ProAdvisors we can pass through preferred software pricing and set everything up for you.
How much does it cost?+
Quick Start is a low, fixed price; Modernize is scoped to your cleanup. You'll get a clear quote on a short call — no surprises.
Can you clean up my existing mess?+
Yes — that's the Modernize tier: we fix the chart of accounts, migrate your data, and get you onto a system you can trust.
What happens when I grow?+
When you're ready for forecasts and KPIs, the same team steps up to Fractional CFO — no re-platforming.
Let's get your books right.
A quick call and a clear quote — then we'll set you up.