Proper bookkeeping isn’t optional—it’s the backbone of a sustainable business. SnapStart’s QuickBooks Setup & Training add-on gets your financial system running smoothly from day one, so you can track income, manage expenses, and stay tax-ready without the overwhelm.
We fully configure your QuickBooks Online account for your business structure, set up categories tailored to your operations, and show you how to manage your books like a pro—even if you’ve never touched accounting software before.
What’s Included:
- QuickBooks Online setup (Essentials or Plus plan recommended)
- Income & expense categories tailored to your business
- Chart of accounts configuration
- Business bank/credit card connection + transaction sync
- Recurring invoice templates
- Branded estimates, invoices, and receipt templates
- 1-on-1 walkthrough/training session (recorded for reference)
- Tips for quarterly tax prep, deductions, and reporting
You’ll get a clean dashboard, reports you actually understand, and a system that grows with your business—so you’re not scrambling come tax time.
Perfect For:
- New businesses wanting to start clean with finances
- Service providers, product sellers, or course creators
- Anyone using SnapStart’s CRM and wants a matching back-office
- Entrepreneurs who want more control and clarity over cash flow
SnapStart turns messy spreadsheets into streamlined money management. You stay focused on growth—we’ll make sure your numbers are ready when it counts.