Service detail
Financial system setup for new businesses, including chart design and process templates.
$340/mo
Chart of accounts setup
Included
Invoice and receipt workflow
Included
Tax calendar starter pack
Included
Owner handoff session
Included
Service starts from
$340/mo
How long does setup usually take?
Most setups finish in 2 to 3 weeks, depending on account access and data readiness.
How quickly can we start?
Most clients begin onboarding within 5 business days after scope confirmation.