Starting a New Business in 2025? Bookkeeping Setup
Starting a business is exciting, but the financial side quickly becomes confusing.
Most people contact me after they:
opened an LLC but never set up bookkeeping
started using a personal bank account for business expenses
have months of transactions but don’t know how to record them
heard they “need QuickBooks” but have no idea how to use it
are worried about taxes next year
If this sounds familiar, you are completely normal. Almost every new business owner goes through this stage.
You don’t need to figure it out yourself before contacting an accountant… this is exactly what I help with.
I help you get organized from the beginning so your business has a clear financial structure.
This typically includes:
• Setting up QuickBooks correctly
• Creating a chart of accounts for your type of business
• Organizing past transactions and expenses
• Separating personal vs business spending
• Connecting bank accounts and payment apps
• Making sure your records will work for taxes
After setup, you’ll know:
where your money is going
what records to keep
what your accountant will need at tax time
No accounting knowledge is required from you.
I commonly help:
• new LLC owners
• independent contractors
• service businesses
• Etsy & online sellers
• pop-up businesses
• Airbnb hosts
• rental property owners
You do not need employees or large revenue to work with me.