START — Bookkeeping Setup & Organization
A strong bookkeeping foundation helps your business grow with confidence. Our START packages are designed for new businesses and owners who need help setting up QuickBooks, organizing financial records, and establishing consistent bookkeeping processes from the beginning.
Whether you're starting fresh or need help getting your books organized, we'll help you build a foundation that supports your business today and as it grows.
New Start
Low volume- up to 50 transactions/ month
One-time setup package- Up to 150 transactions over 3 months
$750
Fresh Start
Medium volume- up to 100 transactions/ month
One-time setup package- Up to 300 transactions over 3 months
$1,000
Strong Start
High volume- up to 200 transactions/ month
One-time setup package- Up to 600 transactions over 3 months
$1,375
What's Included in Every START Package?
Each START package includes the following services, as applicable to your books and agreed scope:
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Initial Bookkeeping Review & Consultation — Review of existing records and discussion of your bookkeeping needs.
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Transaction Cleanup & Reclassification — Cleanup and reclassification of transactions as needed, including duplicate transactions.
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Missing Transaction Entry — Entry of missing transactions as necessary.
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Mapping & Posting Corrections — Review and correction of account mapping or posting issues to support accurate tax reporting and future bookkeeping.
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Bank & Credit Card Reconciliation — Reconciliation of applicable bank or credit card accounts, including reconciliation reports.
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CPA Review Preparation — Preparation of financial reports and supporting documentation for CPA review.
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Financial Reporting — Applicable reports may include:
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Profit & Loss Statement
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Balance Sheet
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Trial Balance
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General Ledger
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General Journal Entries
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Adjusting Journal Entries
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Additional Services & Reporting Guidelines
Additional services outside the agreed package scope must be discussed and approved before onboarding. Any applicable additional fees must be paid before the additional work begins.
Financial reports will be provided to the designated client contact unless otherwise agreed in writing. Reports will not be sent directly to a CPA without written authorization from the client.