Your Books, Set Up Right
from Day One
Most founders ignore accounting until tax season panic. We set up your QuickBooks with proper categorization, bank feeds, and payment integrations — so your books are clean from the start.
Why Proper Accounting Matters
Clean Books from Day One
Start with a proper chart of accounts and categorization — not a spreadsheet you'll regret later.
Bank Feeds Connected
Mercury, Relay, or traditional bank — auto-import transactions daily so nothing slips through.
Investor-Ready Reports
P&L, Balance Sheet, Cash Flow — the reports investors and lenders actually ask for.
Tax Categories Mapped
Every expense mapped to the right tax category. No scrambling when April hits.
Payment Integrations
Stripe, PayPal, and other payment processors synced — revenue tracked automatically.
Mobile Receipt Capture
Snap photos of receipts on the go. Never lose another deduction.
What's Included
Setup Process
Tell us about your business, bank accounts, and payment processors.
We create your QuickBooks account and configure the chart of accounts.
Bank feeds, Stripe, PayPal — everything linked and syncing.
You get full access and a guided tour of your new financial dashboard.
Stop Flying Blind
Know exactly where your money is going. Set up accounting you can trust — before your accountant has to fix it.
Get My Books in Order →