Financial Clarity Setup That Works for Your Business
Get QuickBooks configured specifically for YOUR business—not a generic template, but customized systems that help you understand what your financial data reveals from day one.
Stop flying blind with your accounting software and start with systems designed around your specific business model and goals. Whether you're starting fresh or switching from another system, you'll get QuickBooks set up to clearly show what's happening in your business—plus training so you feel confident using everything we build together.
Investment: $500
Just bought QuickBooks and have no idea where to start.
You want systems designed for your specific business instead of trying to figure out generic templates that don't fit.
Keep meaning to organize your finances but feel overwhelmed
You're tired of making decisions without understanding what your financial data reveals about your business.
Started without a plan and need everything set up right
Started tracking income and expenses but realize you need professional systems that will grow with your business.
Need bookkeeping software that makes sense
You're tired of trying to force your business into systems that weren't designed for how you operate.
This Service Is Perfect If You:
What's Included
Custom Configuration
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Built specifically for your industry and business model
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Categories that actually make sense for your revenue streams
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Automated workflows for efficiency
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Customer and vendor setup for your existing contacts
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Professional formatting that's easy to understand
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Tax settings aligned with your business structure
Personalized Training
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Three comprehensive 1-hour training sessions via Zoom
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All sessions recorded and provided for future reference
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Digital handouts and reference materials specific to your business
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Custom SOP document generated from our sessions
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Editable SOP so you can update it as your business grows
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30 days of follow-up support included
Optimization Features
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Automated transaction rules that categorize recurring expenses
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Bank feed connections optimized for your accounts
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Custom report templates that show what matters for your business
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Integration setup with your existing business tools
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Security and backup protocols
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Scalable structure that grows with your business
Benefits & Features
Customized Business Setup
Get QuickBooks configured specifically for your business model instead of generic templates.
Your setup will be designed around how you operate, making it easier to understand what your financial data reveals about your business health and opportunities.
Time-Saving Automation
Automated workflows that keep your books organized with minimal effort.
Your QuickBooks will work in the background to categorize transactions and organize data, so you spend less time on data entry and more time understanding what it all means.
Ongoing Support
30 days of email and phone support to ensure you feel confident using everything we set up.
You won't be left to figure things out alone. I'll be available to answer questions and help you navigate your new systems during those crucial first weeks.
Training Materials
Three 1-hour Zoom training sessions recorded for your reference.
You'll get hands-on training specific to your setup, plus all session recordings, digital handouts, and an editable SOP document so it can be kept current as your business grows.
“Andrea has a natural talent for creating systems and processes that keep everything running smoothly, and her reliability is unmatched. Her methodical, thorough approach makes her ideally suited for bookkeeping work where precision matters.”
Eric Foutch, Marketing Agency Owner
Frequently Asked Questions
Stop Flying Blind with Your Finances
Whether you're starting fresh or switching from another system, professional setup means you'll understand what your financial data reveals about your business from day one. No more guessing, no more generic templates that don't fit your business.
Investment: $500