Bookkeeping System Setup

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For clients that need to select and set up a bookkeeping system

We will work with you to select the bookkeeping system you will use, set up your books, and import up to 3 months of data. Once everything is set up, we’ll do a 2-hour call to go over the system, how to use it.


  • Selecting an accounting system
    • Choose between Xero, Freshbooks, or QuickBooks Online and the various plans they offer
  • Connecting up to 2 existing bank and credit card accounts
  • Categorizing up to 3 months of income and expenses
  • Reconciling statements
  • 2-hours of training