New business accounting setup, done for you.

New business accounting setup is the work of standing up everything your company needs to keep accurate books, before the transactions start piling up. That means more than installing software. It means deciding how your accounts should be structured so reports actually tell you something, recording the money and balances that already exist at formation, drawing a hard line between business and personal spending, and putting a repeatable monthly process in place so nothing drifts. Do it once, at the start, and every month afterward is maintenance instead of repair.

It’s easy to confuse this with two adjacent things. It is not the QuickBooks file how-to — the step-by-step of clicking through a new QuickBooks company file is covered separately, and we link it below for anyone setting up their own file. And it is not entity formation or tax planning: which entity you register and how you elect to be taxed are decisions for your CPA or attorney. What this service does is take the structure you’ve chosen and build a clean accounting foundation on top of it — done for you, handed back ready to run.

Part 01 · A chart of accounts built for your business

Not a generic default. We design the chart of accounts around how your business actually earns and spends — the income streams, cost categories, and accounts that make your reports readable and your tax preparation straightforward — and set it to match the entity structure you and your CPA have chosen, so equity and owner accounts are right from the start.

Part 02 · The bookkeeping system and processes

The software and the workflows that run on it: connecting bank and card accounts, setting up the bank feed, and defining how transactions get categorized, who does what, and how often. The result is a system someone can actually maintain, not just an empty file.

Part 03 · Opening balances captured at formation

The books need a true starting point. We record the balances that exist at day one — cash on hand, any startup costs already incurred, owner contributions, equipment, and any debts or loans — so the accounts reflect reality from the first entry rather than starting from a misleading zero.

Part 04 · Business and personal money, separated

Mixed business and personal spending is the single most common reason early books get messy and deductions get lost. We set the books up so business activity is recorded in business accounts and personal activity stays out — and put a clean process in place to keep it that way as you grow.

Part 05 · A monthly rhythm so the books stay current

A foundation that isn’t maintained drifts within a quarter. We define the recurring monthly close — categorize transactions, reconcile every account to its statement, and review the numbers — so the books stay accurate after handoff instead of becoming next year’s cleanup.

Alongside your CPA · Built to match your structure, not to replace your CPA

We set the books to fit the entity and tax structure you’ve chosen and coordinate with your tax preparer so the year-end handoff is clean. Choosing the entity and making tax elections stays with your CPA or attorney — this engagement builds the accounting foundation underneath those decisions.

You just formed or incorporated

You’ve registered the business and chosen your entity with your CPA or attorney, and now you need real books built on top of that structure — before the first quarter of transactions starts accumulating with nowhere clean to land.

You’re moving off personal accounts and spreadsheets

You’ve been running early activity through a personal account or a spreadsheet and want to move to proper books — with business and personal separated, opening balances recorded, and a monthly process that actually keeps up.

Your CPA wants the books done right

Your CPA has asked for properly structured books before tax time, or you simply want the foundation built right the first time so year-end is straightforward — not a scramble to reconstruct a year of mixed, uncategorized activity.

A generic chart of accounts and a default software file are not a setup — they’re a starting point that most new businesses outgrow within months. Real setup means understanding how your business earns, spends, and reports, then building the accounts, the workflows, and the opening balances to fit. A Certified QuickBooks ProAdvisor with active Online and Desktop certifications does that against a written scope, sets the books to match the entity structure you and your CPA have settled on, and verifies the first month closes cleanly before handing it back. Independent firm — not Intuit, and not a law or tax practice; entity selection and tax elections stay with your CPA or attorney.

QuickBooks new-business file setup (how-to)

Configuring your own QuickBooks company file? The step-by-step how-to covers creating and setting up the file yourself — the software side of what this service builds for you, so you can see exactly what a clean setup looks like.

Chart of accounts setup

The chart of accounts is the backbone of the setup. If you want to go deeper on how a chart of accounts is designed for a business — or have an existing one restructured — this covers the design service on its own.

Monthly bookkeeping

Once the foundation is built, the monthly rhythm keeps it accurate. Ongoing bookkeeping covers the recurring close — categorize, reconcile, review — whether you maintain it in-house or we keep the books for you after setup.