Bookkeeping Setup done right the first time.
A bookkeeping setup built around your operations, so your books are organized from day one instead of fixed later.
A good bookkeeping setup saves years of cleanup. TreeStar builds your QuickBooks Online file around how your business actually earns and spends money. That means a chart of accounts that matches your reporting needs, bank and card connections that feed in correctly, and rules that keep transactions categorized consistently. Where you use other business systems, we map how their data should land in your books so the numbers line up. When setup is complete, you have a file that is ready for ongoing bookkeeping, payroll, and tax work.
How we help
A new company file configured for your entity type, accounting method, and reporting needs.
Accounts designed to reflect your revenue streams, cost structure, and balance sheet.
Feeds connected and tested so transactions arrive complete and in the right place.
Rules that apply consistent treatment to recurring transactions.
A plan for how sales, payroll, or other system data flows into the books.
Starting balances entered and supported so the file begins accurate.
Every engagement starts with a written scope, so you know exactly what we will handle for you before any work begins.
How it works
- 01 Discover
We learn your business model, entity structure, and reporting goals.
- 02 Design
We draft the chart of accounts and decide how each data source will connect.
- 03 Configure
We build the file, connect accounts, and set up rules and opening balances.
- 04 Hand off
We walk you through the setup and transition into ongoing service if you choose.
What you can expect
A file that reflects how your business works
Transactions that flow in and land correctly
A clean starting point for tax and payroll
Common questions
Can you move my books from another system?
Yes. We can plan the move to QuickBooks Online and carry over balances and the history you need.
Do I need ongoing bookkeeping after setup?
Not necessarily. Some owners keep their own books after setup, while others move into one of our ongoing bookkeeping tiers.