DIY Startup Bookkeeping
Foundation Package
Get your finances set up right from day one — with expert guidance, without the full-service price tag.
Ideal for solopreneurs and new LLCs who want to manage their own books. By the end of this package, you'll be confidently running clean, compliant books — with systems in place that scale.
This System Includes
Expert-guided sessions, tools, and templates — everything in one structured package.
QBO Setup & 1:1 Training
A 90-minute meeting for full QuickBooks Online setup — chart of accounts, bank connections, invoicing templates — plus a hands-on training session so you're running it confidently from day one.
Financial Procedures Advisory
A 50-minute meeting to walk through your financial workflows and help you build sound practices that stick — before bad habits form.
3 Months of Review & Feedback
A 50-minute Zoom session each month with a Launch bookkeeper to review how your DIY bookkeeping is going, provide feedback, answer questions, and help keep your finances clean and on track.
File Structure & Finance Handbook Setup
We'll help you build a written financial procedures handbook — your go-to reference for staying organized as you grow.
Sales, Excise & B&O Tax Filing Support
We'll guide you through your first state and city tax filings so you understand the process and never miss a deadline.
Customized Year-End Task Template
A customized year-end close checklist tailored to your business — covering expense review, 1099 & W-2 prep, and CPA handoff steps. You'll own the process with a clear roadmap.
PDF of Launch Bookkeeping Playbook
Our top bookkeeping best practices — a reference guide to workflows and common pitfalls you can refer back to as you refine your own bookkeeping style.
Checklists for Close of Periods
Weekly, Monthly, Quarterly, and Year-End checklists so nothing falls through the cracks.
Not Included
How Your Package Unfolds
7 structured sessions across your first year in business.
Month 1 — Setup Month
Meeting 1 — 1:1 QBO Setup & Initial Foundation Training (90-min)
- ○ QBO account initial setup and free trial activation
- ○ DOR account access verification and setup if needed
- ○ Chart of accounts customized, bank accounts connected, invoicing templates configured
- ○ You leave ready to start running your own books
Meeting 2 — 1:1 Financial Procedure Advisory Session (50-min)
- ○ We walk through your workflows for spending, invoicing, income tracking, expense categorization, and more
- ○ We'll introduce your Finances File Structure
Month 2 — First 'Books Month' Review: Accuracy & Categorization
Meeting 3 — 1:1 First 'Books Review' session w/Bookkeeper (50-min)
- ○ We focus on accuracy & categorization, answer questions, provide suggestions, and make sure you're on track
- ○ We'll introduce your Finance Handbook Template and help you begin to customize it
Month 3 — Second 'Books Month' Review: Workflow Efficiency & Documentation
Meeting 4 — 1:1 Second 'Books Review' session w/Bookkeeper (50-min)
- ○ We assess your progress, refine your workflow
- ○ We'll look at your progress on the Finance Handbook and work with you to refine it
Month 4 — Third & Final 'Books Month' Review: Sustainability & Independence
Meeting 5 — 1:1 Third 'Books Review' session w/Bookkeeper (25-min)
- ○ Final training session to answer any remaining questions and talk through next steps
Tax Filing Walkthrough
Meeting 6 — 1:1 Hands-On Excise Tax Meeting (25-min)
- ○ We'll guide you through your first WA State and one city tax filing (sales/excise/B&O) so you understand the process and never miss a deadline
- ○ This meeting could take place many months after initial trainings, depending on filing requirements
Year-End Prep
Meeting 7 — 1:1 Tax Prep Meeting (25-min)
- ○ When the year closes, we'll help you customize your Year-End Close Checklist
- ○ Covers corrections, expense review, 1099 & W-2 prep, and Tax Preparer handoff
- ○ You'll own the process with a clear roadmap
Important Info
- • Training Meetings 1–5 must be completed within 6 months.
- • Tax Filing Walkthrough and Year-End Prep must be completed during the first year of business.
- • All sessions must be used within 12 months of purchase.
✅ This System Is Ideal For
- Start-up businesses who have not yet started formalized bookkeeping practices
- Under $100K revenue
- Fewer than 200 monthly transactions
- Solopreneurs and new LLCs
- Owners who want to manage their own books with expert guidance
Ready to Take Control of Your Books?
Get the DIY Bookkeeping Foundation Package and start your business with clean, accurate financials.
Recommended Software & Tools
Popular tools and platforms we recommend for this service area.
Bench
Bookkeeping software with virtual accountants to manage your finances and tax prep.
Bill.com
Bill payment and invoice management platform for streamlining accounts payable and receivable.
Brex
Financial platform offering corporate cards and expense management tailored for startups and businesses.
LivePlan
Business planning software for creating financial projections and business plans.
QuickBooks Online
Cloud-based accounting software for managing finances, invoicing, and expense tracking.
Related Services
