QuickBooks Setup for Small Business

What's Included

• New company file setup (QuickBooks Online or Desktop)
• Chart of accounts customized to your business
• Bank and credit card feed connections
• Payroll integration
• Walkthrough training on day-to-day use

Who It's For

New businesses setting up their books for the first time, or existing businesses whose QuickBooks file needs a clean start.

How It Works

We review your business structure and transactions, build the file, connect your accounts, and walk through it together.

Documents You May Need

• Bank and credit card statements for the accounts you want connected
• A list of the products, services, or income sources your business has
• Your prior bookkeeping file, if you're moving from another system or preparer

Why Choose AG Accountant LLC

We set up the file the way it will actually be used month to month, so your first bookkeeping cycle starts clean instead of needing rework later.

Frequently Asked Questions

QuickBooks Online or QuickBooks Desktop — which do I need?

Most new small businesses do well with QuickBooks Online for its bank connections and remote access; some established businesses stay on Desktop. We can help you decide based on how you work.

Can you set up QuickBooks if I already have transactions entered?

Yes — we can review and clean up an existing file, or start fresh depending on how much history you want to keep.

Will you train me to use it, or handle it for me?

Both are available. Many clients want a walkthrough so they can enter day-to-day transactions themselves, with us handling monthly review and reconciliation.

Service Area

QuickBooks setup for clients in Plainfield, IL, throughout Illinois, and nationwide by remote screen-share.