Who This Is For
- New businesses setting up QuickBooks for the first time
- Businesses switching from spreadsheets or another system
- Owners who want QuickBooks set up correctly before growth
- Businesses tired of fixing mistakes later
Why This Matters
Wrong chart of accounts
Poor categorization
No automation
Reports that don't make sense
What You'll Receive
New QuickBooks Online account setup (or review of existing account)
Custom Chart of Accounts built for your business
Bank and credit card connections
Opening balance setup
Basic automation rules (expenses, categorization)
User roles & access setup
Initial reporting configuration (P&L, Balance Sheet)
Optional Add-ons
How It Works
Quick discovery call to understand your business
We configure QuickBooks based on your operations
Review setup with you and answer questions
You're ready to run, or roll into monthly bookkeeping
Why FLR
Accounting-first setup (not generic templates)
Built for real business decisions, not just compliance
Clean handoff to CPAs and tax preparers
Designed to scale as your business grows
What Happens After Setup
After setup, most clients choose one of two paths: Ongoing monthly bookkeeping or Periodic check-ins and reporting support. We'll help you choose what makes sense. No pressure.
Frequently Asked Questions
How long does setup take?
Typically 1-2 weeks depending on the complexity of your business and data migration needs.
Do you work with existing QuickBooks accounts?
Yes, we can review and optimize existing QuickBooks accounts to ensure they're set up correctly.
Can you integrate payroll or invoicing tools?
Yes, we can configure integrations with payroll systems, invoicing tools, and other business apps during setup.
Do I need this if I already have QuickBooks?
If your QuickBooks is causing confusion, reports don't make sense, or you're spending time fixing categorization errors, a setup review can save you time and money long-term.