top of page

System Setup That Builds a Strong Financial Foundation

A solid financial foundation starts with the right accounting setup.

Systems Setup

The Value of a Professional System Setup

We build a chart of accounts tailored to your unique needs and help you choose the right accounting software based on your goals and workflows. We’ll create a reliable, easy-to-use financial framework that supports your mission and gives you peace of mind. With clear documentation and training, you’ll have a system that’s built to last and designed for smooth day-to-day use. It’s like having a financial roadmap, guiding your organization toward stability and growth.

​​

Is This Service Right for You?​​​​​​​​​

You might benefit from our Systems Setup services if your organization or business:

Is newly formed and needs help choosing and setting up accounting software.

Is switching platforms and wants expert guidance through the transition.

Plans to manage bookkeeping in-house but wants a clean, reliable setup.

Has specific needs and wants to select the best-fit accounting solution.

What System Setup Service Covers​​​​​​​​​

Upfront Pricing

We offer this service at a fixed cost, so you can get started without worrying about hourly fees or surprise charges. This one-time fee covers the full setup. Pricing is tailored to the complexity of your financial systems and reporting needs.

Starting at

$3,500
 

Pricing
bottom of page