A complete, professional QBO build for new business owners — without the $5,000 cleanup bill 18 months from now.
Claim Your Spot →A bad QuickBooks Online setup is the most expensive mistake you can make at the start — and you won't even know it until tax time.
You picked the wrong QBO subscription tier and you're either overpaying every month or about to hit a wall on features you need.
You started with the default Chart of Accounts and now your P&L doesn't tell you what your business is actually doing.
Your bank feed is connected, but transactions are landing in the wrong categories — and your books look messier every month.
Tax season is coming and your CPA is going to charge you $2,000-$4,000 to clean it up before they can even file.
A complete, professional setup. Every line item priced individually so you can see the value.
| Service | Value |
|---|---|
Discovery & Strategy Session 60-90 minute deep dive into your business model, revenue streams, expenses, and how you operate. |
$250 |
QBO Subscription Tier Recommendation Analysis and recommendation of which QBO plan fits your business — with a 5-year cost projection. |
$150 |
Company & Tax Settings Configuration Legal name, EIN, fiscal year, accounting method (cash vs accrual), state sales tax registration. |
$200 |
Custom Chart of Accounts Build Industry-specific COA built from scratch for your business — not a generic template. |
$450 |
Products & Services List Setup Configured to drive accurate job costing and profitability tracking from day 1. |
$300 |
Customer & Vendor List Import Import or manual setup with W-9 collection workflow established. |
$200 |
Class & Location Tracking Configuration Optional setup for tracking by job, division, or property — built if applicable. |
$175 |
Bank & Credit Card Connections All accounts connected with proper opening balances and reconciliation foundations. |
$200 |
Bank Rules & Auto-Categorization Custom bank rules built to auto-categorize 70-90% of recurring transactions. |
$350 |
Payroll Integration Setup QBO Payroll, Gusto, ADP, or similar — connected and tested. |
$200 |
Payment Processor Integration QBO Payments, Stripe, Square, or similar — connected with sync settings configured. |
$175 |
Receipt Capture App Setup Mobile app + Hubdoc/Dext configuration so you never lose a receipt again. |
$150 |
Industry-Specific App Integration One additional integration (Jobber, ServiceTitan, Housecall Pro, Shopify, etc.). |
$250 |
Invoice & Estimate Customization Branded with your logo, payment terms, and customer-facing polish. |
$150 |
Live Training — Daily Workflows Recorded session covering invoicing, payments, bills, and receipts. |
$200 |
Live Training — Weekly & Monthly Workflows Recorded session covering reconciliation, sales tax, and transaction review. |
$200 |
Live Training — Reports & KPIs Recorded session on the 6 reports every owner needs and what they mean. |
$200 |
Custom Written SOP Document A branded PDF of your specific QBO setup, workflows, and processes — yours forever. |
$250 |
30-Day Post-Launch Support Email and text support for any questions, tweaks, or issues during your first month. |
$300 |
Bonus: 90-Day Check-In Call A 30-minute review call at the 90-day mark to catch issues before they grow. |
$150 |
| Total à la carte value | $3,985 |
We're building a portfolio of QBO setup wins this quarter. After the next 10 spots are filled, this package returns to its full investment.
I'm a Certified Fraud Examiner, QuickBooks Online ProAdvisor, and the owner of Blue-Collar Bookkeeper. I grew up in the trades — my dad owned a roofing company and I worked in the field before I moved into bookkeeping. I know what a contractor's books should look like because I've lived on both sides of them.
When I set up your QuickBooks Online, it's set up the way it would be if I were the one running your business. No shortcuts. No generic templates. Just a clean, professional, audit-ready foundation built for your specific business.
Don't take my word for it — here's what real clients have to say.
Most setups are completed within 7-10 business days from our discovery call. Training sessions are scheduled at your pace after the technical build is finished.
If your existing setup is solid, you may not need a full rebuild — book a free 15-minute call and we'll assess. If your books are a mess, this package isn't a cleanup engagement; we'll quote that separately.
Trades are our specialty, but we set up QBO for any service-based business, real estate investor, or product-based startup. The principles are the same — only the COA and integrations change.
Unlimited email and text questions about your setup, any tweaks needed as you start using the system, and one 30-minute call if needed. After 30 days, ongoing support is available through our monthly bookkeeping packages.
Yes — 50% to start ($498.50), 50% upon completion of training. Full payment upfront receives a $50 discount ($947 total).
If we complete the setup and you're not satisfied, we'll work through any concerns until you are. We don't consider a project finished until you do.
Fill in your info below and we'll get the conversation started. No commitment, no pressure — just a real plan for getting your books built right.