Welcome to The LF Business Suite
Welcome to the LF Business Suite—your one-stop destination for fast, effective solutions to your most urgent financial challenges. No commitment required!
Bookkeeping System Setup
Get your business off to the right start with our comprehensive bookkeeping setup services. Whether you’re using QuickBooks, Xero, or FreshBooks, we’ll ensure your financial records are organized and ready to go. With accurate, well-maintained books from the start, you’ll have the tools you need for smoother operations, easy tax preparation, and better financial management.
How It Works
1
New Client Intake Meeting
We’ll start with a one-on-one meeting to understand your business needs and goals. During this session, we’ll discuss your preferred bookkeeping software and gather essential information about your financial processes.
2
Document Transfer
After the intake meeting, you’ll securely provide us with any necessary documents, including bank statements, previous financial records, or any other relevant information needed to set up your account correctly.
3
Account Setup
Our team will take care of creating and configuring your bookkeeping account based on your specific business requirements. We’ll ensure everything is properly organized, categorized, and ready for you to manage seamlessly moving forward.
Account Items
Included in Setup
Account Profile
Chart of Accounts
Product + Service List
Vendor + Customer List
Tax Profile
Invoice + Receipt
Quick Help
Bookkeeping Setup FAQ's
We specialize in setting up accounts with three popular bookkeeping platforms: QuickBooks, Xero, and FreshBooks. We’ll work with you to determine which software is best suited for your business needs.
Our setup service is a flat fee of $1,250, which includes the entire process from intake meeting to account setup and customization.
Typically, the process takes about 1-2 weeks, depending on how quickly we receive the necessary documents from you and the complexity of your financial setup.
You will need to provide any relevant financial documents, such as bank statements, previous accounting records, and any other documents related to your business’s finances. We’ll guide you on exactly what’s required during the intake meeting.
Yes! Once the setup is complete, you’ll have full access to your bookkeeping software. We’ll make sure you’re comfortable with the system before handing it over.
While this service focuses on account setup, we do offer additional bookkeeping maintenance services that can be customized to your needs. Reach out to discuss options for ongoing support.
Basic training on how to navigate and use the bookkeeping software is included. If you require in-depth training or ongoing support, we offer additional services tailored to your needs.
No problem! During the intake meeting, we’ll assess your business needs and recommend the best bookkeeping platform for your situation, whether it’s QuickBooks, Xero, or FreshBooks.
30-minute – $50
1-hour session – $250
Please visit our booking page for up-to-date pricing details.