QuickBooks Setup & Walkthrough (1-on-1)
Perfect For: New business owners who want clean books from Day 1; Side hustlers ready to start tracking business finances professionally; Founders switching from spreadsheets to software; and Anyone who signed up for QuickBooks but never customized it
Bank & credit card sync
Custom Chart of Accounts based on your business type
Guided walkthrough of reports, invoicing & mileage features
Outcome: You’ll leave with a clean setup, a personalized chart, and full confidence using QuickBooks.
Perfect For: New business owners who want clean books from Day 1; Side hustlers ready to start tracking business finances professionally; Founders switching from spreadsheets to software; and Anyone who signed up for QuickBooks but never customized it
Bank & credit card sync
Custom Chart of Accounts based on your business type
Guided walkthrough of reports, invoicing & mileage features
Outcome: You’ll leave with a clean setup, a personalized chart, and full confidence using QuickBooks.
Perfect For: New business owners who want clean books from Day 1; Side hustlers ready to start tracking business finances professionally; Founders switching from spreadsheets to software; and Anyone who signed up for QuickBooks but never customized it
Bank & credit card sync
Custom Chart of Accounts based on your business type
Guided walkthrough of reports, invoicing & mileage features
Outcome: You’ll leave with a clean setup, a personalized chart, and full confidence using QuickBooks.