START A PROJECT →START A PROJECT →BOOKKEEPING SETUP
We set up QuickBooks and the simple habits around it, so you always know where your money is going and tax time is not a scramble.
BOOKKEEPING SETUP
Clean books start with a clean setup. We build it once, correctly, and show you how to keep it that way.
Your company file, settings and a chart of accounts that fits your business.
Your business accounts connected so transactions flow in automatically.
Rules that sort recurring transactions for you, so reconciling takes minutes, not hours.
Branded invoices and online payments so clients can pay you faster.
A short monthly checklist so your books stay current and ready for your CPA.
Prefer to hand it off? Ongoing bookkeeping support is available as part of our partnerships.
HOW IT WORKS
A free intro call and a clear plan: what to build, in what order and why.
We build the foundation, from setup and brand to website and systems, with you approving each step.
After launch, we stay on as your team for updates, marketing, books and operations.
QUESTIONS
No. We set up and maintain your books so they are organized for your CPA, who handles tax filing and tax advice. This is general information, not tax advice.
Yes. We can review what exists, fix categories and get you back on a clean monthly routine.
QuickBooks is a common choice for small businesses and works well with most CPAs, but we will talk through what fits your business.
Once the setup and rules are in place, many owners spend well under an hour a month reviewing their books.
General info, not legal or tax advice. RPKreative is not a law firm or accounting firm and works alongside licensed attorneys and CPAs.
READY WHEN YOU ARE
Book a free 20 minute intro call. We will look at where you are and recommend a practical next step. You leave with a plan either way.