Financial Tech Setup Express

Get your business tools connected and working, fast!

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.

Starts at $75

Scheduled within 24 hours of booking.

Clarity Systems Advisory — Finance Technology Consulting

Modern finance systems for modern business owners!

Your financial systems should make running your business easier — not more stressful.

Clarity Systems Advisory is a high-level finance technology consulting service designed to help business owners optimize, modernize, and streamline their financial tools. Whether you’re using QuickBooks, Stripe, Shopify, PayPal, Toast, Gusto, or other platforms, this service focuses on creating a clean, connected, and scalable tech ecosystem for your business.

This is not basic setup. This is strategic advisory for building a strong financial infrastructure that supports growth, automation, and better decision-making.

Each session includes:

• Comprehensive review of your current financial technology ecosystem
• Strategic evaluation of accounting, banking, payroll, POS, and payment platforms
• Personalized tech stack recommendations aligned with your business goals
• Integration strategy for seamless system connectivity
• Workflow optimization to reduce manual processes and inefficiencies
• Automation opportunities to improve accuracy and real-time reporting
• Scalable infrastructure planning to support long-term growth
• Customized post-session action plan with clear next steps

Perfect for:

• Business owners struggling with disconnected systems

• Entrepreneurs upgrading from “DIY” tools to professional systems

• Growing businesses adding new sales channels or payment platforms

• Founders who want automation and real-time financial visibility

• Anyone tired of messy dashboards and manual tracking

Starting at $349 per session (60–75 minutes)

Pricing may vary based on business size, complexity, and platform integrations required.