QuickBooks Online bookkeeping setup
Start with books built for the way you work.
A focused QuickBooks Online setup for consultants and coaches who need a clear financial foundation before transactions begin to pile up.
Bookkeeping setup establishes the structure behind your financial records. Black Core organizes the chart of accounts, connects appropriate accounts, reviews opening information, and defines a simple process for keeping source documents and transactions organized.
A practical fit
When this service makes sense
- You are starting a consulting or coaching business.
- QuickBooks exists, but the structure does not match the business.
- Business and personal activity need a clearer separation.
- You want a repeatable process before monthly bookkeeping begins.
Defined work
What is included
- QuickBooks Online company-file review or initial setup
- Chart of accounts organized around the business model
- Bank and credit-card connection review
- Opening balance and starting-information review
- Customer, vendor, service, and category organization as applicable
- A defined workflow for statements, receipts, and bookkeeping questions
- A closing review explaining the completed setup and next steps
The process
How the work moves forward
- 01
Discuss the business
Review how you earn revenue, pay expenses, and currently track activity.
- 02
Gather starting records
Identify the accounts, statements, balances, and access needed for setup.
- 03
Build the structure
Configure the bookkeeping foundation and organize the agreed information.
- 04
Review the system
Confirm what was completed and how the ongoing process should work.
The objective
An organized starting point you can understand.
The objective is a bookkeeping system that reflects the business, supports consistent monthly work, and gives you a clearer path to dependable financial reports.
Service questions
What should you know?
Do I need to purchase QuickBooks Online first?
Software fit and subscription ownership are reviewed before work begins. Black Core does not include a QuickBooks subscription unless a written proposal states otherwise.
Can you rebuild an existing setup?
Yes, when the current structure can be corrected within a defined setup scope. If historical transactions are also inaccurate or incomplete, cleanup work may be needed separately.
Does setup include tax advice?
No. Black Core provides bookkeeping setup, not tax or legal advice. Tax elections and filing decisions should be discussed with a qualified tax professional.
Start with a conversation
Find the right next step for your books.
Describe the current condition of your books and what you need help understanding.
Please do not email bank statements, tax documents, account credentials, Social Security numbers, or other sensitive financial information.