Company Setup & Chart of Accounts Service
Set up a clean bookkeeping foundation with accounting software configuration, chart of accounts, bank feeds, opening balances and an organized bookkeeping workflow.
Books setup package
- QuickBooks Online or Xero setup
- Chart of accounts design or restructure
- Bank and payment feed connections
- Opening balance setup
- Tracking categories / classes as appropriate
- Month-end workflow design
Company formation support
Where requested, QTax can help coordinate company-formation information and bookkeeping setup. Government filing fees, registered-agent or formation-agent fees, legal advice and third-party charges are separate. The exact formation support available depends on jurisdiction and engagement.
Pricing
Accounting-system and chart-of-accounts setup starts at $249 for US businesses and £199 for UK businesses. Data migration, historical cleanup, inventory or complex app integrations are scoped separately.
Why setup matters
A practical chart of accounts should make reporting clearer rather than simply create a long list of ledger names. The setup should reflect how the business earns revenue, spends money, tracks assets and liabilities, and expects to report results at month-end and tax time.