Business Bookkeeping Quick-Setup

Description

If you’re a new business owner, blogger, or service provider, keeping up with your books can feel overwhelming.

You don’t need a full-time bookkeeper yet — you just need a system that’s set up right from the start.

That’s where this one-time Bookkeeping Quick-Setup comes in. As a CPA with nearly 20 years of experience, I’ve helped countless small business owners clean up and organize their books so they can feel ready for tax time and make smarter financial decisions.

I’ll set up your accounting system, customize your chart of accounts, connect your bank feeds, and walk you through exactly how to keep it updated. No stress, no confusion — just peace of mind.

This service is designed for QuickBooks Online users. If you don’t already have QuickBooks, I can guide you through setting up your subscription before we begin (subscription cost not included).

---

✅ What’s Included:

• Custom Chart of Accounts tailored to your business

• Bank & credit card feeds connected so transactions flow in automatically

• Income & expense categories mapped correctly

• Simple monthly workflow you can follow to keep everything updated

• 45-minute Zoom training call to walk you through your setup and reports

• 1 month of email support for questions as you get started

---

🚫 What’s Not Included:

• Historical bookkeeping clean-up or catch-up

• Ongoing monthly bookkeeping services

• Tax return filing or payroll management

This is a setup-only service, designed to give you a clean, working system you can maintain yourself.

---

💡 Why It Matters

With your books set up properly, you’ll:

• Know your income & expenses at a glance

• Avoid common tax-time headaches

• Hand clean reports to your tax preparer with confidence

• Save hours of frustration trying to figure it out alone

---

📋 How It Works

1. Book your setup session.

2. You’ll receive a welcome email with a short intake form + how to share access to QuickBooks. From there, we’ll coordinate a time for your setup session directly by email.

3. I’ll set up your accounts and prepare your custom system.

4. We’ll meet for a 45-minute Zoom call to walk through your setup step by step.

5. You’ll get one month of email support as you implement.

---

⚖️ Refund & Reschedule Policy

Because each setup is customized, refunds are only available if you cancel within 24 hours of booking and before prep work begins.

Life happens — reschedules are welcome at least 48 hours before our call.

➡️With this service, you’ll walk away with a bookkeeping system that’s clean, simple, and ready to support your business — without the overwhelm.

If you have any questions, feel free to email me at simplyholisticcoaching@gmail.com. I’m happy to help!