You might need Set Up Services if:
You are new to bookkeeping software (or switching systems) and want it set up correctly from day one.
Your current setup feels messy, accounts don’t match how you actually run the business, and you’re not confident the numbers are right.
You are ready to stop “making it work” and build a simple workflow for tracking sales, expenses, inventory, and taxes without constant guesswork.
You want your chart of accounts organized in a way that makes reports easy to understand (and actually useful).
You would like clean, consistent processes so staying caught up each month feels doable not like a full-time side quest.
Bookkeeping Set Up Services
Set Up Services
Average Cost $250
Starting fresh with accounting software doesn’t have to be stressful. I’ll set everything up the right way for your quilt, fabric, yarn, or creative shop so you can feel confident using your system from day one.
Once your software is in place, when you’re ready, we’ll build a monthly bookkeeping plan together, tailored to your budget, so you can stay organized, confident, and focused on growth.
Here's what you get:
Consultation & Fit
File Creation & Configuration
Data Migration & Integrations
Templates & Automations
Training & Documentation
Go Live & Follow Up (includes 30 days of email support after set up is complete)
Getting Started Is Simple
Getting help with your books or taxes shouldn’t feel like another big project. I keep the process simple, friendly, and tailored to how you work and how you want your business to run.
Schedule a quick call
Click any “Start Here” button and pick a time that works for you. We’ll hop on a relaxed call to talk about your business, what’s been stressing you out money-wise, and what kind of support you’re looking for (bookkeeping, tax help, or both).
Get your secure portal invite
After you schedule, you’ll automatically get an email to log into my secure client portal. Inside, you’ll find a short organizer with a few questions so I can come to our call already understanding your needs and what you’d like to accomplish.
We talk it through and map your next steps
On our call, we’ll walk through what you shared, what’s working, what’s messy, and what you want your numbers to do for you. I’ll recommend the best next step and explain what working together would look like.
Simple yes, then we get rolling
If it feels like a fit, I’ll send you a clear summary and the next-step paperwork in the portal. Once you approve and make your first payment, I’ll get you fully onboarded and we’ll start taking the money stress off your plate.
The Balanced Path Promise
Here’s what you can count on when you work with me:
No judgment, ever. I meet you where you are. Whether you’re months behind or just feeling disorganized.
Your built-in cheerleader. I’ll celebrate your wins, remind you how far you’ve come, and support you as your shop and goals evolve.
Transparent pricing. You’ll always know what’s included and what it costs before I do the work. No surprise invoices.
Accuracy matters. If I make a mistake, I’ll fix it promptly and walk you through what changed.
Clear communication. You’ll know what I’m doing, when I’m doing it, and what I need from you without having to chase me down.
FAQs
What is your Set Up service?
My Set Up service gets your bookkeeping system built the right way from the start (or rebuilt if it’s gotten messy). I set up your accounting software, connect your accounts, and organize your books so your reports actually mean something.
Who is Set Up for?
Set Up is a good fit if:
-You are brand new in business and want to start organized
-You have been using spreadsheets or a shoebox system and I’m ready to level up
-You have opened QuickBooks or Xero but never finished setting it up
-Your categories are a mess and you don’t trust my numbers
-You sell online (Shopify, Etsy, Square, Stripe, PayPal) and your deposits don’t match sales
What’s included in a typical Set Up?
It depends on your business, but most Set Ups include:
-Accounting software setup (QuickBooks Online or Xero)
-Chart of accounts customized to how I run my business
-Bank and credit card connections
-Basic settings like fiscal year, sales tax (if applicable), and automation rules
-Cleanup of the setup structure (not months of backlog transactions)
-A clear “what to do weekly and monthly” workflow so I can stay consistent
Do you work with QuickBooks Online or Xero?
Yes. I support both, and I’ll recommend the best fit based on how you sell, how many transactions you have, and whether you track inventory.
I already have QuickBooks, but it’s a mess. Is that Set Up or Clean Up?
If the foundation is wrong (duplicate accounts, random categories, feeds not connected, sales not mapped properly), that’s usually still Set Up.
If you have months or years of transactions that need to be reviewed and corrected, that’s Clean Up/Catch Up. If I’m not sure, I can point it in the right direction quickly.
Will you train me on what to do after everything is set up?
Yes. I’ll show you what matters most. I will also give you a simple checklist so you are not reinventing the wheel every month.
You will have access to email support for 30 days so you can reach me when questions come up as you work through your first month.
What happens after Set Up? Do you offer ongoing bookkeeping?
Yes. If you want ongoing support, you can move into monthly bookkeeping.
Start Organized. Keep It Simple. Grow on Purpose.
Get expert bookkeeping setup, streamlined systems, and ongoing tax support so you can stay focused on running your business while your numbers stay under control.
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Balanced Path Financial was started with a simple belief: when your books are organized and your numbers actually make sense, it’s a whole lot easier to focus on growing the business you really want.
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