QUICKBOOKS ONLINE FOUNDATION SETUP

Start Your Books Right.
From Day One.

Get your QuickBooks Online accounting foundation professionally structured around how your business actually operates — so you're not fixing avoidable bookkeeping problems later.

One-time setup • No monthly commitment

For new or clean accounting setups. Historical cleanup and catch-up bookkeeping are not included.

WHO THIS IS FOR

A Strong Start for Your Books

Financial Foundation Setup is designed for business owners who need QuickBooks Online structured correctly before ongoing bookkeeping begins.

STARTING A BUSINESS

New Business Owners

You’re getting your financial systems in place and want QuickBooks Online set up correctly from the beginning.

NEW TO QUICKBOOKS

First-Time QuickBooks Users

You’re ready to use QuickBooks Online and want a professional accounting structure instead of guessing your way through setup.

CLEAN START

Businesses Starting With Clean Books

You are starting from a new or clean foundation and you need the chart of accounts and financial structure built around how your business operates.

YOUR ACCOUNTING FOUNDATION

Everything You Need, Simplified

Your QuickBooks Online file is structured around your business so you have a clean, usable foundation for bookkeeping and financial reporting.

CHART OF ACCOUNTS

Customized Account Structure
Your QuickBooks chart of accounts is organized around your revenue, expenses, assets, liabilities, and owner activity.

FINANCIAL ACCOUNTS

Bank, Credit & Loan Setup
Your business bank accounts, credit cards, loans, and other applicable financial accounts are properly structured in QuickBooks.

PRODUCTS & SERVICES

Service & Product Setup
Your core services and products are structured in QuickBooks to support accurate invoicing, sales tracking, and financial reporting.

READY TO USE

Foundation Walkthrough
We review your completed setup together so you understand how your accounting foundation is structured and what to do next.

CLEAR SCOPE. NO SURPRISES.

Transparent Scope Of Work

Financial Foundation Setup gives you a clean QuickBooks Online starting point. Historical bookkeeping and advanced accounting configurations are separate services.

What Is Included

Your $250 Foundation Setup includes:

  • Customized chart of accounts

  • Bank, credit card & loan account structure

  • Core products & services setup

  • Basic business and accounting settings

  • Owner/equity account structure based on entity type

  • Final setup review & walkthrough

What Is Out of Scope

These services require separate scoping and pricing:

  • Historical bookkeeping or transaction entry

  • Catch-up or cleanup bookkeeping

  • Prior-period corrections or reconciliations

  • Opening balances from historical activity

  • Advanced class, location or project tracking

  • Payroll, sales tax, or other specialized integrations/configurations

If additional accounting work is identified during setup, we'll explain what is needed and provide your options before any additional work is performed.

HOW IT WORKS

A Simple Setup Process

From purchase to handoff, the process is designed to get your QuickBooks Online foundation set up correctly without unnecessary steps.

01 Step 1

Purchase Your Foundation Setup

Purchase your $250 Financial Foundation Setup and receive your next-step instructions by email.

02 Step 2

Set Up QuickBooks & Book Your Call

Set up your QuickBooks Online account, provide Pretty in Biz accountant access, and schedule your Foundation Setup Call.

03 Step 3

We Build & Walk You Through It

We structure your accounting foundation around your business, complete our review, and walk you through your finished QuickBooks setup.

TRANSPARENT PRICING

A Singular Investment

One fixed price to build a clean, professional QuickBooks Online foundation for your business. No monthly commitment or recurring fee.

FINANCIAL FOUNDATION SETUP

$250

ONE-TIME FIXED FEE • NO MONTHLY COMMITMENT

Get your QuickBooks Online accounting foundation professionally structured around how your business operates, with a final walkthrough so you know exactly how your books are set up.

Secure Checkout • Clear Scope • Professional Setup

For new or clean accounting setups. Historical bookkeeping, cleanup, catch-up, and prior-period corrections are not included.

BEFORE YOU GET STARTED

Common Questions

Everything you need to know before purchasing your Financial Foundation Setup.

Ready to start your books the right way?

Do I need QuickBooks Online before I purchase?

No. After purchase, you’ll receive instructions for setting up QuickBooks Online and providing Pretty in Biz with accountant access before your Foundation Setup Call.

What if I already have QuickBooks Online?

If your QuickBooks file is new or clean, you can still use Financial Foundation Setup. If the file contains historical activity that needs cleanup, catch-up, correction, or reconciliation, that work is outside this service and will be separately scoped.

Does the $250 include bookkeeping or cleanup?

No. Financial Foundation Setup creates the accounting structure you need going forward. Historical bookkeeping, catch-up, cleanup, prior-period corrections, and historical reconciliations are separate services.

What happens after I purchase?

You’ll receive your QuickBooks setup and access instructions, then schedule your Foundation Setup Call. We’ll use that information to structure your QuickBooks Online foundation around how your business operates.

What happens when my setup is complete?

We’ll complete a final review and walkthrough so you understand how your QuickBooks Online account is structured and what to do next. Ongoing bookkeeping is available separately if you need continued support.