Buildout

Bookkeeping Workflow Buildout

This is a system build—not a vague “advice call.” We set up a clean workflow so receipts, categorization, reconciliation, and month-end don’t turn into chaos.

Starts at $500 • packages below
7–14 days • typical setup
Outcome: clean monthly close + owner visibility

The workflow we build

  • Capture: receipts and expenses stop disappearing
  • Categorize: rules + structure to reduce miscoding
  • Reconcile: a repeatable rhythm (weekly/monthly)
  • Close: month-end checklist so nothing gets missed
  • Report: simple owner reporting (cashflow + KPIs)

Packages

Start with the level that matches your complexity. If you’re not sure, the Automation Checkup will tell you exactly which package fits.

Starter

$500 starting

Clean foundation: capture → categorize → reconcile → simple month-end.

  • Receipt capture + organization
  • Basic category rules
  • Reconciliation workflow
  • Month-end checklist
  • 1 training session + SOP notes
Start Starter Buildout

Standard

$1,250 typical

Stronger automation + cleaner reporting for busy operators.

  • Everything in Starter
  • Chart-of-accounts cleanup (as needed)
  • Vendor/payee rules + consistent naming
  • Monthly “close packet” + summary report
  • Basic dashboard (KPIs / cashflow snapshot)
Start Standard Buildout

Pro

$2,500+ complex setups

For multi-account, job-costing, approvals, and higher-volume operations.

  • Everything in Standard
  • Multi-account / multi-user workflows
  • Job costing or deeper tracking (if applicable)
  • Owner reporting cadence (weekly + monthly)
  • 30 days of support included
Start Pro Buildout
Optional add-on: Get Paid Faster
Invoices + reminders + deposits + past-due sequences (pricing depends on tools and complexity).

FAQs

Is this bookkeeping or a bookkeeping workflow setup?
This is a workflow setup. RC-NextShift builds the system: receipt capture, rules, reconciliation rhythm, monthly close checklist, and reports—so your bookkeeping becomes cleaner and easier to maintain.
Do you work with QuickBooks?
Yes—RC-NextShift can build workflows around common tools like QuickBooks Online and similar systems. If you use different tools, the setup can be adapted to what you already have.
How long does a buildout take?
Most standard buildouts take 7–14 days depending on complexity, access, and how many accounts or workflows are involved.
Can you also set up invoices and payment reminders?
Yes. Payment and invoicing automation can be added so you get paid faster (deposits, reminders, and past-due sequences) depending on your tools and process.

Want to start with clarity first? Do the $75 Automation Checkup.

Prefer to talk first? Book a 15-min call.

This is workflow/systems help (not tax or legal advice).

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