Business Financial Setup — $247

Just Started Your Business? Get Your Financial Records Set Up Right From the Beginning.

Starting a business is exciting. Setting up your financial records correctly from the beginning can save you time, confusion, and expensive cleanup later.

If your business is new and you have little or no revenue yet, this service is designed to help you get started the right way.

Business Financial Setup — $247 One-Time

I’ll help you establish a simple financial-record system that fits your new business and give you a clear process to follow going forward.

What’s Included

Your $247 Business Financial Setup includes:

• QuickBooks setup or review
• Basic chart of accounts setup
• Connection of your business bank account
• Setup of basic income and expense categories
• Review of the basic structure of your financial records
• Guidance on how to record your transactions going forward
• One 45–60 minute setup and training session
• A simple monthly financial-record routine to follow

The Goal

You leave the session knowing:

What goes where.

How to keep your records organized.

What you should be doing each month.

And most importantly, you have a financial-record system that is ready to grow with your business.

Is This Right for You?

This service is for you if:

• Your business is new.
• You have little or no business revenue yet.
• You have a small number of transactions.
• You haven’t accumulated a large amount of financial activity.
• You want to start with your records organized correctly.
• You want to understand what you need to do each month.

This service is NOT for you if:

• Your records are months behind.
• You have a large backlog of transactions.
• Your QuickBooks file is messy or contains errors.
• Accounts need extensive reconciliation.
• You need significant catch-up or cleanup work.
• You need someone to take over ongoing monthly work.

Already have a mess? Don’t worry. That’s a different situation, and I can help with that too.

My $795 Diagnostic Books Review is designed to determine what needs to be corrected and what it will take to get your records back in shape.

Start Your Business the Right Way

You don’t have to wait until your business is making a lot of money to get your financial records organized.

In fact, starting correctly now can help prevent a much bigger problem later.

Business Financial Setup

$247 one-time

[GET STARTED FOR $247]

What Happens After You Sign Up?

1. You purchase the Business Financial Setup.

2. You’ll receive instructions for providing the information needed for your setup.

3. We’ll set up or review your financial-record system.

4. We’ll meet for your 45–60 minute setup and training session.

5. You’ll leave with a simple process for maintaining your records going forward.

One Important Note

The $247 Business Financial Setup is designed for new businesses with little or no financial activity.

It is not a catch-up or cleanup service.  If you have already been operating for a while and your records are behind, incomplete, or inaccurate, please don’t purchase the $247 setup.

Instead, the $795 Diagnostic Books Review is the appropriate starting point so I can determine what needs to be done.

Ready to Get Started?

Get your business financial records set up correctly from the beginning.

Business Financial Setup — $247

[START MY BUSINESS FINANCIAL SETUP]

One-time payment. Designed for new businesses with little or no revenue and limited financial activity.