Service detail

Company setup

Financial system setup for new businesses, including chart design and process templates.

$340/mo

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What is included

Chart of accounts setupIncluded
Invoice and receipt workflowIncluded
Tax calendar starter packIncluded
Owner handoff sessionIncluded
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.