File Setup

Your story starts here...

Know where you are now.
Know where you’re going.

Are you ready to get your bookkeeping systems set up, but have no idea exactly where to begin? 

Whatever you do, don't ignore setting up your books. Why?

...Not setting up your bookkeeping systems correctly from the very beginning creates big tax-time (+ all the time) stress.

...We know that you value your time and don't want to spend late nights and weekends studying bookkeeping tutorials on YouTube.

...You only need to set up your essential systems one-time and the right way... now!

That's exactly why we've collectively spent over 2 decades perfecting bookkeeping systems for small businesses everywhere... whether you're a Solopreneur or your business has a growing staff, we've got you fully covered!

Bookkeeping is made up of layers of tasks (+ sub-tasks) that need to flow consistently. This recurring process isn't one-size-fits-all. Every single business has a completely unique set of needs and that's why we custom-design those systems for YOU.

What exactly do you get with a File Setup?

  • A completely custom-designed QuickBooks file to fit your specific operations. This includes customizing your Company Settings, Chart of Accounts, Items, Bank Feeds Center, Sales Tax Center, Sales Center, Client and Vendor Lists, and much more!

  • Ongoing bookkeeping support with all of us at Pinnacle Flow.  Rest assured that all of your questions are answered, your data is reviewed by experts and reconciled for complete accuracy... AND know that you're fully supported as you get to know your system!

  • Direct & daily access to Pinnacle Flow in Slack. Let's knock out anything that comes up right away!

  • Strategy Call with Pinnacle Flow.  Once your File Setup is wrapped, we'll walk you through all the awesome details with you... in your brand new file... during your follow-up strategy session. And, we'll make sure all of your questions are answered and that you've got exactly what you need to use your new systems - and grow your income - with total confidence.

  • Access to a powerhouse reporting tool. Get valuable insight right away. Make key decisions to nurture your growth today! 

  • QuickBooks subscription level that aligns perfectly with your needs - never more or less than you need right now.

  • 50% off of QuickBooks' current subscription fee for 12 months. 

  • QuickBooks Payments account activation. Start invoicing and collecting payments straight away.

  • Apps recommendation and integration. Get the most out of your accounting software.

  • Workflow recommendation and implementation. We create systems designed to work just for you!

  • Comprehensive (and easy to read) summary report. Know the exact details of what we've set up for you and why.

There's no better time than right now to get crystal clear on where you’ve been, where you are, and where you’re going. The journey toward knowing your numbers and growing your business starts today!



Know where you are now. Know where you’re going.


No more unknowns. No more NOT knowing.


It’s time to change that now.


Are you ready for clarity in your business and confidence in your numbers?

Click here to start your journey today!


HQ Colorado

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