This service is for you if:

• You're starting a new business and haven't picked accounting software yet

• You're not sure whether QuickBooks Online, Zoho Books, or something else actually fits your situation

• You want it set up correctly the first time, rather than fixing mistakes six months from now

• You'd rather spend one focused session getting this right than researching it yourself for days

This is a one-time, standalone service, not an ongoing engagement. You're welcome to take it from there yourself afterward, or move into monthly bookkeeping later if that becomes the right fit.

• A short discovery conversation about your business type, expected transaction volume, and budget, so the recommendation actually fits your situation

• A clear software recommendation, weighing cost and features across QuickBooks Online, Zoho Books, and other options based on what you actually need, not a one-size-fits-all default

• Full account setup, including a chart of accounts built around your specific business type

• Bank and credit card account connections

• Basic categorization rules, so transactions start sorting correctly from day one

• A walkthrough, so you know how to actually use what's been set up, not just that it exists

$300 flat, for a typical straightforward setup (one owner, 1-2 accounts, no employees or inventory yet).

More involved situations, multiple accounts, inventory tracking, or planning to add payroll right away, are quoted separately once the discovery conversation makes the actual scope clear.

This is a one-time fee. It doesn't renew and doesn't commit you to any ongoing service.

1. Book a free discovery call to talk through your business and confirm this is the right fit

2. Software recommendation delivered based on what actually fits your situation

3. One consultation session (or two shorter ones, if that's easier to schedule) where the actual setup happens, typically 2-3 hours total

4. Walkthrough and handoff, so you're confident using what's been built