Our $200 setup fee ensures your financials are organized from the start, setting a solid foundation for ongoing bookkeeping. Here’s what it covers:

1. Financial Record Review: We assess your existing financial records to determine if any cleanup or catch-up work is needed. This helps us identify any issues before moving forward.

2. Software Setup: We’ll work within your existing accounting software (with accountant access) or help you set up a new one that suits your business needs.

3. Customized Categorization: We tailor income and expense categories specific to your industry to keep your books accurate and organized.

4. Workflow Evaluation: We review and, if necessary, enhance your current financial workflows to ensure efficiency and accuracy.

5. Timeline Expectations: The setup process can take up to a month, depending on your records' complexity. If cleanup is needed, it may take longer.

Once the setup is complete, we’ll recommend the best monthly subscription tier for your business needs. Ready to get started? Let's make sure your financials are in good hands!