Startups

Bookkeeping for new businesses.

You do not need to know what you do not know yet. We set the books up right the first time, or fix them if they have already gotten away from you.

Starting From Scratch or Catching Up

Four things that come up with new businesses.

  • You have not started yet. We set up your chart of accounts, connect your bank feeds, and help you choose the right software. The books are built correctly from the first transaction instead of being rebuilt later.
  • You have been doing it yourself. Months have gone by, receipts are in a shoebox or a spreadsheet, and it has gotten away from you. We catch it up and clean it up, then keep it current.
  • Personal and business are mixed together. This is the most common problem we see with new businesses, and the most expensive one to untangle later. Separating them properly is one of the first things we sort out.
  • You are not sure what entity you are. Most owners have this settled by the time we meet. If you do not, we can walk you through the options so you can make an informed decision.

What We Handle

Setup, then the monthly work that keeps it clean.

  • Chart of accounts built for your business
  • Software selection between QuickBooks Online and Xero, set up and configured
  • Bank and credit card feeds connected
  • Separating personal and business expenses properly
  • Monthly categorization and reconciliation
  • Accounts payable and accounts receivable
  • Sales tax preparation and filing
  • Payroll when you start hiring, including 1099 and W-2 preparation
  • Catch-up and clean-up if you have already been at it a while
  • Tax-ready books prepared for your CPA at year-end

Pricing scales with your transaction volume, so a brand new business pays brand new business prices.

Pricing

New businesses are priced off the same structure as everything else, based on transaction volume and which services you need.

The pricing page lists every service and what it costs. If you are not sure what you need yet, a short call is the fastest way to find out.

See full pricing Free Consultation

Starting something and want the books done right?

Schedule a free 30-minute consultation. We'll listen to your situation and tell you honestly what makes sense and what doesn't.