LEGACY LUXE AZ • BOOKKEEPING SERVICES

NEW CLIENT SETUP

A Strong Financial Foundation Starts Here

We help new bookkeeping clients establish an organized accounting system so their financial records are ready for accurate, consistent monthly bookkeeping.

Our services

We offer a range of specialized services tailored to meet your individual needs. Our approach is focused on understanding and responding to what you require, providing effective and practical solutions.

Business Assessment

Review your business structure, bookkeeping needs, and current records

QuickBooks Setup

Configure QuickBooks Online and essential bookkeeping settings.

Account Organization

Configure QuickBooks Online and essential bookkeeping settings.

Bookkeeping Readiness

Review available opening information and prepare your system for monthly bookkeeping.

1. Who needs New Client Setup?

This service is designed for businesses that are new to QuickBooks Online, are transitioning from another bookkeeping system, or need their accounting records organized before starting monthly services.

2. New Client Setup Pricing

Because your setup fees are tied to the monthly package the client selects, I recommend showing the pricing clearly:

 

Package                                                                           Set up Fee                                     Setup + First Month                                  

 

Essential                                                                          $199                                               $598

Business Growth                                                            $299                                              $1048

Legacy Premier                                                              $399                                              $1648

 

QuickBooks Online is included in the monthly package. Historical bookkeeping cleanup is quoted separately. Setup fees apply to approved new monthly bookkeeping clients.

3. Our New Client Onboarding Process

 

01  Submit Your Application 

Choose a monthly bookkeeping package and complete its intake form.

02  Application Review 

We review your business needs and determine the appropriate service level.

03  Private Consultation 

Qualified applicants receive an invitation to discuss their bookkeeping requirements.

04  Agreement & Initial Payment

After you approve the proposal, we finalize your agreement and collect the initial investment.

05  QuickBooks Setup & Onboarding

We organize your accounting system and prepare for ongoing monthly bookkeeping.

 

4. Ready to Get Started?