Bookkeeping Set Up Services for Small Businesses
Start with a clean, organized bookkeeping system so your numbers make sense from day one.
Whether you’re brand new to QuickBooks Online or Xero, switching from spreadsheets, or ready to stop “making it work,” this service builds a simple foundation that fits how your business actually runs.
You might need Set Up Services if:
Set up is a great fit when you want it done right the first time.
You might need Set Up Services if you’re new to bookkeeping software (or switching systems) and want it set up correctly from the beginning, your accounts don’t match how your business runs, or your reports don’t feel clear or reliable.
Fresh Start Bookkeeping Set Up
$250 Flat Fee
For brand-new businesses or first-time QuickBooks Online / Xero users.
Starting fresh with accounting software doesn’t have to be stressful. Fresh Start Set Up creates a clean, simple bookkeeping system so you can feel confident from day one - and build habits that keep you caught up.
Includes:
A clean foundation that matches how your business actually runs
A bookkeeping system that’s easy to keep up with
Reports you can understand (so you know where your money is going)
A simple monthly routine and checklist
Training so you feel confident using the system
30 days of support after set up
Smooth Start Bundle
Set Up + 3 Months of Monthly Bookkeeping
Set Up builds the foundation this bundle keeps everything running smoothly once you start using it.
Most bookkeeping systems don’t fail because the software is bad. They fail because the first few months get busy and no routine gets established. This bundle helps your new system “stick.”
Includes:
Your Bookkeeping Set Up ($250 flat)
3 months of monthly bookkeeping at 10% off (Essentials or Complete) so you stay organized and don’t fall behind
A simple, consistent rhythm for your first three months so your system actually becomes a habit
How Billing Works
Clear pricing. No surprises.
The 10% discount applies to the first 3 months of monthly bookkeeping. Bookkeeping begins immediately after Set Up is complete
(or the following month, depending on timing).
Not Brand New?
Start with a Diagnostic Review
If your software has more than about a month of activity, you’ll get better results with a review first.
If your business has been operating in QuickBooks Online or Xero longer than about 30 days, start with a $250 Diagnostic Review.
We’ll assess what’s going on, map out the clean-up plan, and use milestone billing so the process feels manageable.
FAQs
What is the Fresh Start Bookkeeping Set Up service?
Fresh Start Set Up is a one-time setup service that gets QuickBooks Online or Xero organized correctly from the beginning. It creates a clean foundation, clear reports, and a simple monthly routine so you can stay caught up.
Who is Fresh Start Set Up for?
It’s best for brand-new businesses or anyone with under ~30 days of activity who wants bookkeeping software set up correctly from day one.
What’s included in a typical set up?
Set up includes a clean foundation, a custom chart of accounts, app integrations as needed, training, and a go-live follow-up with 30 days of support after set up is complete.
Do you work with QuickBooks Online or Xero?
Yes. Fresh Start Set Up is available for QuickBooks Online or Xero.
Will you train me on what to do after everything is set up?
Yes. You’ll receive training so you feel confident using the system, plus a simple routine and checklist to help you stay caught up.
Start Organized. Keep It Simple. Grow on Purpose.
Get professional bookkeeping support designed to keep your numbers clear, current, and under control so you can focus on running your business.
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.