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FOUNDATION

Financial & Operations Setup

Renee Walton-Prescott
Remote Back-Office Executive Assistant | U.S.

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Build a Stronger Back Office from the Start

The Foundation Service is designed for business owners who need an organized starting point for their bookkeeping.

Whether you are setting up QuickBooks Online for the first time, transitioning into a more professional system, or simply ready to bring more order to the behind-the-scenes side of your business, this service helps you establish the right structure from the beginning.

A strong setup does more than make things look organized. It helps create clarity, supports better daily workflows, and gives you a more reliable foundation for the financial side of your business moving forward.

Who This Service Is For:

Foundation is a strong fit for business owners who are:

  • setting up QuickBooks Online for the first time

  • operating without a clear financial system in place

  • ready to move away from scattered records or inconsistent processes

  • in need of light operational support alongside bookkeeping setup

This service is especially helpful for founders who want to begin with more intention, structure, and confidence.

What’s Included:

Foundation includes the setup and organization of your QuickBooks Online account, along with select back-office support to help create a smoother foundation, plus one month of Signature Care to ensure your financial back office continues with greater clarity, organization, and confidence.

Depending on your business needs, support may include:

  • QuickBooks Online account setup and organization

  • review and structuring of core financial categories

  • setup for basic bookkeeping workflows

  • light back-office organization

  • up to two or three foundational support tasks, such as simple SOP creation or additional workflow documentation

Each setup is approached with care so your systems feel practical, organized, and aligned with the way you work.

Why It Matters

When your financial systems are set up well from the beginning, it becomes easier to stay consistent, reduce confusion, and manage your business with greater confidence.

Foundation helps you begin with a stronger organization and a more thoughtful back-office structure that supports your day-to-day operations.

The RW Prescott Approach

At RW Prescott, setup work is handled with accuracy, professionalism, and a high level of personal care.

This is not a rushed, one-size-fits-all setup. It is thoughtful support designed to help you create a financial and operational foundation that feels clear, organized, and sustainable.

With more than 25 years of experience supporting founders and professional back offices, I understand how important it is to start with systems that make sense and support the way your business actually runs.

Starting Professional Fee

The Foundation service is $950 for one account.

Final pricing may vary based on the scope of setup and level of organization needed.

Ready to create a more organized back office from the start?

If you’re ready for reliable back-office and bookkeeping support that keeps your business moving forward, you are invited to book a free consultation.

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