Setup Services

SETUP

Let's Get your books set up for success!

What Bookkeeping Setup Includes:

Get Started Right with Bookkeeping Setup
Whether you’re launching a new business or looking to take control of your finances, our Bookkeeping Setup service ensures you’re organized and ready to succeed from day one.

What You Get:

A step-by-step tutorial for managing monthly bookkeeping tasks.
A customized chart of accounts designed specifically for your business.

Who It’s For:

New businesses setting up for success.
Budget-conscious businesses seeking affordable solutions.
Business owners who want to take control of their own bookkeeping.

Price:

$300

Step-by-Step Guidance

Learn how to confidently handle your monthly bookkeeping tasks.

Customized Accounts

Get a tailored chart of accounts designed to fit your unique business needs.

Save Money

Ideal for businesses on a budget—set up for success without overspending.

Empowerment

Gain the tools and knowledge to manage your bookkeeping independently.

A Word
From
My Clients

“Kate is an absolute game-changer! Her expertise, personalized approach, and genuine care have brought clarity and confidence to my business finances like never before.”

Dani

“Kate is AMAZING. Seriously, I am so grateful for her services. Keeping books and financial things in order can be very stressful for me, and she is patient and kind when we work together. Cannot recommend enough!”

Jen

“My books were a hot mess ya’ll! I was SO busy this summer I didn’t have the time of day to sit down and do everything I was supposed to. It’s super important to me to do things the honest way and to see my P&L etc. I knew I needed to hire help, fast! Out of all 3 bookkeepers I spoke to, hiring Kate was a NO BRAINER! She was very easy to talk to and took interest in not only my business but me as a person. 3 weeks in and I am beyond pleased with her services. She’s very organized, makes things worry free, and SO easy..”

Jessica