Service 06
Bookkeeping
Keep clean books from the first transaction.
Overview
Messy books cost you at tax time and kill loan applications. We open proper business banking, set up your accounting software with a sensible chart of accounts and reconcile your history so the numbers can be trusted.
What you walk away with
- ✓A dedicated business checking account, cleanly separated
- ✓QuickBooks (or Xero) configured with bank feeds
- ✓A simple, right-sized chart of accounts
- ✓Up to two years of transactions categorised and reconciled
What's included
Business Banking Recommendations
Open a dedicated business checking account and keep business and personal money separate.
QuickBooks Set-up
Set up accounting software, connect bank feeds, and build a simple chart of accounts.
Reconcile Transactions (2 Years)
Categorize and reconcile every transaction for the trailing two years against statements.
What's not included
Government fees, advertising spend, software subscriptions and third-party professional fees are billed separately unless your proposal explicitly includes them.
- –QuickBooks / Xero and bank subscription fees
- –Tax return preparation, payroll filing and CPA advisory
- –Historical cleanup beyond two years (quoted per volume)
Frequently asked
Yes — monthly plans include reconciliation, reporting and a quarterly review call.
Ready to build your business the right way?
Book a free 30-minute consultation. We'll map out exactly which steps you need and what each one costs — no obligation.