Book a fit call
Twenty minutes, free. Tell Natalie what you have, what is frustrating you, and what needs to change.
Service 04 · Setup
QuickBooks, set up right the first time.
New to QuickBooks? I’ll set it up right the first time, built around how your business actually works.
St. Augustine + Jacksonville, Florida
Is this for you?
A good fit if…
- You are starting a business or moving to QuickBooks for the first time.
- Your file was set up in a hurry and never quite fit.
- You want a system that makes monthly bookkeeping easier, not harder.
What’s included
What you get.
- A QuickBooks Online company file set up around how your business works
- A chart of accounts built for a service business, not a generic template
- Bank and credit card feeds connected, with rules that speed up categorizing
- Products, services, and invoice templates ready to use
- A walkthrough of the everyday tasks you will handle yourself
The exact scope is set after a records review, and you get the price in writing before work begins.
How it starts
Three simple steps.
Get a records review
You get an honest picture of where the books stand, plus scope and price in writing before work begins.
Start on solid ground
A working QuickBooks file and a walkthrough, so you know where everything lives.
Other services
Need something else?
Ready when you are
Let’s get the pile off your mind.
Bring the shoebox, the half-finished QuickBooks file, or the simple wish to never spend another Sunday night catching up.
No judgment. No surprise invoice. Just a clear next step.