---
title: "Books Launch: Accounting Setup and Training for New"
description: "Set up QuickBooks or Xero the right way from day one: chart of accounts, bank feeds, rules, invoicing, sales tax and payroll connections, plus a training…"
url: "https://mcc-solutionsnj.com/bookkeeping/projects/books-launch-setup-and-training"
---

Bookkeeping project

# Books launch: setup and training

A good setup saves months of cleanup. We build your accounting file around how your business really runs, then teach you to keep it tidy.

[![Intuit ProAdvisor Gold tier badge](/img/credentials/intuit-proadvisor-gold.png)](https://proadvisor.intuit.com/app/accountant/search?searchId=matthew-coleman77)Gold tier in Intuit's ProAdvisor program. [See my Intuit listing](https://proadvisor.intuit.com/app/accountant/search?searchId=matthew-coleman77)

For new businesses and owners moving to proper accounting software.

## What you get

- A chart of accounts designed for your business and your reports
- Bank, card and payment processor feeds connected, with rules to categorize the usual items
- Invoicing, products and services, and customer and vendor lists set up
- Sales tax, payroll and payment connections configured where they apply
- A month-end routine written for your business, in plain steps
- A recorded or live training session for you and your team
- Ninety days of questions through email, within the scope we agree

## What we need from you

- Your business type and how you are paid
- Bank, card and processor accounts
- A decision about which software, or we recommend one
- Opening balances if you are moving from other books
- An hour or two for the training

## How it works

- **Plan the structure.** How you earn, what you spend, what you want to see.
- **Build the file.** Accounts, items, lists, feeds and rules.
- **Move the history.** Opening balances and any prior months in scope.
- **Test it.** Run sample entries and reports so nothing surprises you later.
- **Train and hand over.** You learn the routine and keep the logins.

## What this is not

- We do not form your business, give legal advice or choose your tax elections.
- We do not file taxes. Ask your CPA about setup choices that affect taxes.
- The software and its fees are yours.

## Price

**Starting at $600** one time.

Your written scope sets the final price before any work starts. What moves it: how many accounts and connections to set up. If we are not the right fit, we say so.

## Related

- [Bookkeeping service levels](/bookkeeping/plans)
- [Catch-up and cleanup](/bookkeeping/catch-up)
- [Monthly bookkeeping close checklist](/bookkeeping/guides/monthly-bookkeeping-close-checklist)
- [All projects](/bookkeeping/projects)
- [Monthly service levels](/bookkeeping/plans)

## Questions

**Which software should I use?**

It depends on your business. QuickBooks Online and Xero are the most common. We recommend based on what you need.

**Can you also keep my books afterward?**

Yes. Monthly bookkeeping is a separate scope. See the service levels page.

**What if I already have a file?**

Then it is a cleanup, not a launch. See catch-up and cleanup.

**Do I keep my logins?**

Yes. The file belongs to you and you control access.

MCC Solutions is not a CPA firm or a law firm. These projects organize and present your own numbers. They are not audits, reviews, tax returns, valuation opinions, or credit, tax or legal advice, and we cannot promise that a lender, buyer or investor will accept them. Rules and requirements change, so confirm anything that matters with the party involved and your CPA.

Do it yourself

### Business Planning Bundle

Plan the cash, set the budget, price for profit and watch the monthly numbers, in four workbooks that use the same plain method.

[See what's inside ($79)](/toolkits/business-planning-bundle)14-day full refund

## Tell us about the project and get a written scope.

[Request a scope](/contact)[Call (908) 444-6373](tel:+19084446373)