New business setup

Establish an accounting routine before day-to-day work gets in the way. Define what you need to track, who does what, and how you will review it.

Colleagues discussing paperwork at a meeting table — Service 05 · New business setupLedger & Co. / A working perspective

The work, explained

Start with a workable system.

Every engagement begins by understanding your situation. The following shows the kind of work we would discuss and define together.

Discuss your operating model and priorities
Plan the chart of accounts and recordkeeping
Define a routine for receipts and transactions
Coordinate questions for your legal and tax advisers

What happens first?

A short introduction gives us the context. We can then identify the information needed, the work involved, and the right next conversation.

§05 · Questions

Let’s make
things clearer.

Where would we start?

With a conversation about your business, the work you need help with, and how your records are organized. The scope should be clear before an engagement begins.

Can this work with an existing accountant?

A handover can be planned around the information and permissions needed. The first step is understanding which work is moving and which is staying where it is.

How is the scope agreed?

Services, responsibilities, timing and fees belong in a written engagement. This demonstration does not quote or enter into a real engagement.

What should I bring to a first conversation?

A short description of your business and the question you would like to resolve. Financial documents can wait until a secure process is agreed.

Is the guide a live adviser?

The guide on this demonstration points you toward relevant pages. It is a preset navigation tool, not a financial adviser or a connected AI service.

§06 · A place to begin

Make the next
conversation count.

Bring a question, a plan, or a stack of things you have been meaning to sort out. There is a useful place to begin.

Start a conversation