QuickBooks QuickStart

QuickBooks Setup for Small Business Owners Who Want Confidence, Not Guesswork

You’ve made it through the start-up fog. Sales are coming in. You want to grow — maybe hire a VA, or launch that next offer. But deep down, there’s that quiet question on loop:

"Am I actually ready for this?"

If you're like many business owners at the 12–18 month mark, you’ve built something real — but the backend still feels a little... wobbly. You know your numbers are important, but spreadsheets or half-connected systems are making you wonder what you’re missing.

You don’t want to hand it all off yet — you actually want to understand your business finances. But you’re not trying to become a bookkeeper — you just want a system that makes sense for your business.

This is where I can help. Together, we’ll turn that uneasy feeling into confident clarity.

🌿 The QuickStart 4-Step Process:

STEP 1: Ground Yourself

We meet for a 1:1 Discovery Session.
We’ll look at what systems (if any) you’re using now, what’s working, and where the holes are. I’ll ask questions that get to the heart of what you need your finances to do for you — whether that’s showing you if you can afford help, helping you price more confidently, or just finally feeling organized.

✅ Includes a custom checklist to prepare your QuickBooks setup.

STEP 2: Build Your Foundation

I’ll walk you through your QuickBooks setup — side by side.
No tech stress, no jargon. Just practical, guided support to connect your bank accounts, structure your chart of accounts, and personalize QuickBooks to reflect your actual business. Plus, straightforward workflows (step-by-step “How-To’s”) to keep on top of your finances.

✅ You’ll get step-by-step guides so you can return to the process anytime.

STEP 3: Make It Make Sense

We’ll start tracking real data, together.

You’ll learn how to read the financial story your business is telling. We’ll categorize income and expenses, and talk through what your numbers are starting to reveal — especially around paying yourself, hiring help and growing sustainably.

✅ Includes a guided walkthrough video of how to read your first financial report.

STEP 4: Grow With Confidence

Now that you’ve got your system, you’ll know where you stand.

We’ll meet one final time to review your first month of data and talk next steps. Want to keep going on your own? Ready for monthly check-ins? Thinking about hiring support? You’ll know what makes sense — and you’ll feel ready to take the next step.

✅ Includes a customized recommendation with service options and next steps.