Bookkeeping System Setup
Your business needs more than software, it needs structure.
Service Description
This service builds the complete financial foundation your business should have had from the beginning. Perfect for real estate professionals and entrepreneurs who want clarity, confidence, and a system they can rely on. I’ll set up your full bookkeeping framework so you can understand your money, track performance, and make strong financial decisions all year long. What’s Included: 🩵A custom chart of accounts designed for your business model 🩵Organized income & expense categories for accurate reporting 🩵Bank rules & automations to streamline your monthly workflow 🩵A clean account structure aligned with financial best practices 🩵Proper setup to support cash-flow management, budgeting, and growth planning 🩵A system built to help you read, understand, and use your numbers. A solid financial system gives you: 🩷Confidence in your numbers 🩷Clear insight into profit, cash flow, and performance 🩷The ability to make smart business decisions 🩷A foundation for growth, loans, forecasting, and tax planning 🩷Peace of mind knowing your books finally make sense This isn’t cleanup, it’s the financial structure that every serious business owner needs. Book your Bookkeeping System Setup today and build your financial clarity from the ground up.
Cancellation Policy
To book your 1-hour Strategy Session with Fulton, Brown & Co., a nonrefundable booking fee is required. This session is agenda-based and focused on taking a deep dive into your business, finances, and/or tax questions. By the end of the session, you will receive a customized strategy tailored to your specific needs and goals. We understand that sometimes schedules change. You are allowed up to two reschedules, provided that the request is made at least 24 hours before the scheduled session. However, if the session is canceled or missed without proper notice, the booking fee is nonrefundable. Important Details: Reschedules: You may reschedule your session up to two times, as long as the request is made at least 24 hours prior to your scheduled session time. Cancellations/Missed Sessions: The booking fee will not be refunded if the session is canceled or missed. Purpose of Session: This session is a focused, agenda-driven meeting designed to create a strategic solution for your business. You will leave with a customized plan that helps address your specific pain points and move you closer to achieving your goals. By booking this session, you acknowledge and agree to the terms outlined above. We look forward to working with you to develop a strategic plan for your business success!
Contact Details
(919) 896-3329
billing@fultonbrownco.com
Knightdale, NC