Financial Tech Setup Express
Get your business tools connected and working, fast!
$75.0030 min
The Financial Tech Setup Express is a fast, 30-minute (to an hour depending on platform) service designed to help business owners connect, organize, and optimize their financial technology tools.
If your systems feel disconnected, confusing, or inefficient, this session ensures your business tools are properly integrated so your finances run smoother and smarter.
This service focuses on setup , optimization and making the client aware of features they may have missed— not ongoing bookkeeping or reconciliation
What’s Included:
✔ Bank account connections
✔ Payment processor integration
✔ Accounting software sync
✔ Basic automation setup
✔ Tech stack recommendations
✔ Troubleshooting common setup issues
Ideal For:
New business owners
Stripe/PayPal/Toast/ Shopify Users and more
QuickBooks beginners
Service providers
Coaches and creators
Setup and connection support. Does not include transaction cleanup or historical reconciliation.
Scheduled within 24 hours of booking.
