New Business Financial Setup
Start your business
on solid financial ground
The financial infrastructure a new business needs — set up correctly from the beginning, so you're not untangling problems six months down the road.
What this gives you
A financial foundation that works from day one
Starting a business involves a lot of decisions, and the financial setup is one of the easier ones to put off — until it becomes a problem. This service handles that side of things thoroughly: the right structure, the right software configuration, and the right templates in place before you start trading. Getting it right at the start is much simpler than correcting it later.
Proper entity setup
Registration handled where applicable, with the right structure for your type of business from the start.
Software configured correctly
Accounting software set up with a chart of accounts suited to your industry — ready to use, not just installed.
Templates to start with
Invoice, expense tracking, and basic reporting templates included — practical documents you can use right away.
What tends to go wrong
The financial setup that gets left for later
When you're starting a business, the list of things to do is long and the financial infrastructure often gets the minimum attention — an account opened here, some software downloaded there, and a rough approach to tracking expenses that seems fine for now.
A few months in, the gaps start showing. The chart of accounts doesn't match how the business actually works. Invoices go out in different formats. Expense records are inconsistent. Fixing all of that while the business is running is more disruptive than setting it up properly at the start.
This service exists for the point before those problems have a chance to develop.
Signs you'd benefit from a proper setup
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You're launching a new business and want the finances set up correctly from the beginning
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You have accounting software installed but aren't confident it's configured for your type of business
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You're not sure what a chart of accounts should look like for your industry
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You want a clear walkthrough of record-keeping basics so you can manage day-to-day with confidence
The approach
Financial infrastructure built for your specific business
We don't install generic software and hand it back. The setup is configured around your industry and the way your business will actually operate — the chart of accounts, the templates, and the workflows are all shaped to be useful to you specifically.
Entity registration support
Where applicable, we assist with registering your entity with the relevant authorities — the right structure for your situation.
Accounting software setup
We configure your accounting software from scratch — preferences, connections, and structure aligned to how you'll actually use it.
Industry-appropriate chart of accounts
A chart of accounts designed for your type of business — so your reports and categories reflect how your income and expenses actually work.
Record-keeping walkthrough
A practical introduction to financial record-keeping — so you understand what goes where and why, and can manage day-to-day with confidence.
The process
From blank slate to working financial system
The setup is a focused, collaborative process. We gather what we need, build out the structure, and make sure you understand and feel comfortable with what we've put in place before we're done.
Discovery call
We learn about your business type, industry, structure, and any existing setup so we can configure everything appropriately.
Entity & software setup
Registration support where needed, and accounting software configured with a chart of accounts built around your industry.
Templates prepared
Invoice, expense tracking, and basic reporting templates created and ready to use — with your details and categories already in place.
Handover walkthrough
We walk through everything with you — what's been set up, how to use it, and what to keep in mind as you start recording transactions.
Investment
One payment, done
This is a one-time service. You pay once, we build your financial infrastructure, and it's yours to use going forward. No ongoing commitment required — though some clients do choose to add monthly bookkeeping once they're set up.
New Business Financial Setup
One-time service
$1,200
one-time payment
What's included
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Entity registration with relevant authorities (where applicable)
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Accounting software setup and configuration
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Chart of accounts designed for your industry
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Invoice template ready to send
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Expense tracking template
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Basic reporting template
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Financial record-keeping walkthrough and handover
Why it works
The case for doing it properly at the start
Experience across more than 15 industries has shown us the patterns that tend to cause problems later. This setup avoids all of them.
Avoids rework
Much harder to fix later
Restructuring a chart of accounts six months into trading means reclassifying existing transactions. Setting it up correctly now costs a fraction of that effort.
Industry relevance
Configured for your type of work
A retail business, a consulting practice, and a trade business all have different financial structures. We build a setup that reflects your actual income and expense categories.
Confidence
You'll know how to use it
The walkthrough at handover means you leave with a clear understanding of your system — not just a set of files you're not sure what to do with.
Typical timeline
Day 1–2
Discovery call and information gathering
Day 3–7
Setup, configuration, and template preparation
Day 7–10
Review, walkthrough, and handover
Our commitment
Delivered and explained — not just handed over
The work isn't done when we've configured the software. We take the time to make sure you understand what's been set up and feel comfortable using it.
If something in the setup doesn't match how your business actually works, we adjust it. The point is a system that fits your situation — not a generic configuration delivered quickly.
We're also happy to talk through what's involved before you commit — no expectation of a decision from that first conversation.
Built around your business
Every element of the setup is shaped by what you've told us about your industry and how you operate — not copied from a template.
Adjustments included
If the initial setup needs refining after the walkthrough, we make those changes. The goal is a system that works, not a fixed deliverable.
Available after handover
Questions that come up in the first few weeks of use are part of the engagement — we don't disappear once the work is handed over.
Getting started
From first message to finished setup
The process is straightforward. Most setups are completed and handed over within ten business days of the first call.
Get in touch
Send us a message with a bit of background on your business. We'll follow up within one business day to arrange an initial call.
Discovery call
A short call where we learn about your business structure, industry, and any existing setup — everything we need to do the work well.
Setup & handover
We build everything out, then walk you through it. You leave with a working financial system and a clear understanding of how to use it.
New Business Financial Setup
Let's get your financial foundation right
Starting with a properly configured system saves time and avoids a lot of frustration later. Send us a message and we'll have a conversation about what your business needs.
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Other ways Tallmark can help
Monthly Service
Full-Service Bookkeeping
Complete monthly bookkeeping — transaction categorisation, account reconciliation, payables, receivables, and a monthly review call.
$800 / month
Learn MoreQuarterly Service
Quarterly Business Health Review
A concise quarterly review of profitability, cash position, and key metrics — plus a 30-minute consultation to discuss findings and plan ahead.
$600 / quarter
Learn More