Onboarding & Setup

Getting your books organized and ready for success

Once we’ve completed your discovery call, the next step is onboarding and setting up your bookkeeping system. This is where we put structure in place, clean up what’s already there, and prepare everything for smooth, accurate financial management going forward.

What to Expect:

• Account Access & Connections – We’ll securely connect your bank accounts, credit cards, and any financial tools you already use.
• Software Setup – If you don’t have bookkeeping software in place, we’ll get you started with the right platform (like QuickBooks Online or Xero).
• Chart of Accounts Customization – We’ll tailor your account categories so your reports reflect your business operations clearly.
• Data Cleanup & Catch-Up – If there are old transactions or messy records, we’ll get everything organized and up to date.
• Workflow & Process Alignment – Together, we’ll establish an easy process for sharing receipts, invoices, and financial info moving forward.

Why This Matters

Proper onboarding ensures you’re not just starting fresh — you’re starting strong. With accurate data, streamlined processes, and systems built for your business, you’ll have confidence that your finances are always in order.

Get set up today and enjoy the peace of mind of a clean, professional bookkeeping system.