Poised Books
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New business bookkeeping setup, from the first day.

We set up your accounting platform, chart of accounts, bank connections, and reporting so you build on a solid foundation from day one.

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Setup packages from $350 · Completed in about 1 week

What does a new business bookkeeping setup include?

A Poised Books setup builds your accounting file correctly from day one: the right platform for your business (QuickBooks Online, QuickBooks Desktop, or Xero), a chart of accounts built for your industry, bank, credit card, and payment processor connections, report configuration, and a live one-on-one training session so you can run it yourself.

Setup is a fixed-quote package starting at $350. Most setups are completed within about one week, and 30 days of support are included after handoff.

What’s included.

  • Platform selection & configuration

    We choose and configure the right accounting platform for your industry, business model, and budget.

  • Custom chart of accounts

    A chart of accounts built for your industry so your financial reports make sense from day one.

  • Bank & payment connections

    We connect your bank accounts, credit cards, and payment processors so transactions flow in automatically.

  • Report configuration

    Custom dashboards and reports giving you an instant snapshot of performance.

  • Owner training session

    A live one-on-one walkthrough of your entire system so you leave confident, not confused.

How setup works.

  1. Free consultation

    A free 30-minute conversation to learn about your business, accounts, and comfort level with accounting software.

  2. Platform setup & configuration

    We build your accounting file with a chart of accounts built for your industry, bank connections, and tax settings.

  3. Training & handoff

    A live screen-sharing session where you learn to categorize transactions, run reports, and reconcile accounts.

  4. 30-day support

    Email and chat support for 30 days after handoff until you feel completely comfortable on your own.

Setup pricing

$350and up

You get a fixed quote before any work begins.

All packages include a live training session and 30 days of post-setup support.

Single-platform setup with basic chart of accounts
$350 – $500
Multi-account setup with payment processor integrations
$500 – $800
Complex setup with inventory, classes, or multi-entity
$800 – $1,200

Frequently asked.

It depends on your business. QuickBooks Online is the most popular choice for small businesses, while Desktop suits advanced inventory needs and Xero offers strong bank reconciliation. During the free consultation, we recommend the best fit based on your industry and preferences.

Not at all. We set everything up so day-to-day tasks are straightforward and intuitive. Our training session is designed for non-accountants, explained in plain English, and you get a recording to reference later.

Most setups are completed within one week. Simple setups can be done in 2–3 days, while complex configurations with inventory or multi-entity structures might take up to two weeks. The training session and handoff happen at the end of that window, and email and chat support continue for 30 days afterward.

Yes. We configure QuickBooks Online, QuickBooks Desktop, and Xero, and we recommend whichever fits your business rather than defaulting to one platform. Elizabeth is a QuickBooks Advanced Certified ProAdvisor and a Xero Certified Advisor, so the setup and the training are handled by someone certified on the platform you end up using.

Usually not. That is a cleanup. Setup is for a business that is starting fresh or has no working accounting file yet. If you have an existing file with months of history that is miscategorized, unreconciled, or co-mingled, our Bookkeeping Cleanup service fixes what is there rather than starting over. We will tell you which one you need on the free consultation, and in some cases the right answer is a cleanup followed by a proper re-setup of the chart of accounts.

Related pages

Setup starts with a free call.

A free 30-minute consultation is all it takes. We’ll discuss your business, recommend a platform, and give you a clear quote.

Request a free consultation