Small Business Accounting System Setup

A strong business needs a strong system. Start smart, stay organized, and set your business up for financial success.

Establish a solid financial foundation for your business with a custom-designed accounting system tailored to your operations. This one-time service provides a structured setup—ready for you to begin monthly bookkeeping or hand over to your accountant.

Whether you prefer working with Excel or QuickBooks, we will build a clear, efficient system customized to your business model, ensuring it is organized, scalable, and easy to use.

This service is a one-time system setup and does not include ongoing bookkeeping or accounting. It prepares your business to start managing your finances professionally, whether on your own or with an accountant going forward.

What This Service Includes:

• Initial Requirements Consultation
  We conduct a discovery session to understand your business operations and accounting needs across sales, expenses, inventory, and payments.
• Custom Chart of Accounts
  A business-specific structure of income, expense, asset, and liability categories, ready to use.
• Sales & Income Tracking System
  Organized templates or QuickBooks setup to record revenue by product, service, client, or channel.
• Expense Management System
  Categorized expense tracking, designed to support cost control and reporting.
  
• Invoicing Structure
  A customized invoice format in Excel or within QuickBooks, aligned with your brand and business processes.
• Payment Tracking Setup
  System to monitor receivables, payables, and cash flow related to customer and vendor payments.
• Reporting Dashboard (Excel only)
  A summary dashboard highlighting profit, key expense categories, and cash movement trends.
• System Creation in Excel or QuickBooks
  Final setup of the accounting system in your chosen platform.

Deliverables:

• Customized Excel-based accounting workbook or QuickBooks setup
• Basic user guide or walkthrough document
• One revision round post-delivery
• Optional 30-minute handover call to explain system use (upon request)

Important Note:
This service does not include any ongoing bookkeeping or monthly accounting. It is a one-time system setup designed to prepare your business for internal accounting or professional bookkeeping going forward.

QuickBooks subscription fees are not included in this service. Clients are responsible for creating their own QuickBooks account and covering all associated costs.

Once purchased, you will receive a downloadable Small Business Accounting System Setup – Service Agreement link the briefing that you are required to fill to give us an idea of your business model, and activities. Once the form is filled and submitted we will get in touch with you to schedule your initial briefing meeting.