Collective Kickstart is a one-time setup and training package designed for micro business owners, freelancers, and side hustlers. It delivers a professionally configured QuickBooks Online file, tailored workflows, a training manual with video and written instructions, and a live training session.

Optional add on: Quarterly controller reviews help ensure compliance and accuracy as your business grows.

What’s Included

✅ QuickBooks Online Setup

• Custom QBO file created and tailored to your business

• Banking, payment tools, and sales platform integrations connected

• Sales tax setup (GST/HST/PST as applicable)

✅ Process Design + Documentation

• Clear, step-by-step workflows for your day-to-day financial operations. Delivered in a custom user manual that includes:

- Written Standard Operating Procedures

- Screen-share video tutorials

- Editable templates (e.g., schedules for prepaids)

- Tips & Tricks Section covering:

- Sales tax compliance

- Payroll registration and compliance

- Subcontractor engagement compliance

✅ One-on-One Training Session (1 Hour)

• Live session with a Collective Finance expert

• Covers your workflows, QuickBooks navigation, and key monthly tasks

• Recorded and provided for ongoing reference

✅ Final Setup Review

• Our team tests your workflows and ensures everything runs smoothly

• You’ll walk away with a professional, streamlined system, set up for scale

Who It’s For

✅ Freelancers, consultants, or micro business owners who want to stay in control of their books
✅ Side hustlers earning enough that clean, compliant books are non-negotiable
✅ Founders who want a self-serve solution, but with professional structure and support

How It Works

We start with a quick consult to understand your business needs, then build and customize your systems. Once everything is ready, we deliver a step-by-step training session, leaving you with the knowledge and tools to succeed on your own.

Join, Integrate, Elevate

Set your back office up the right way with a tech stack that works for you, not against you — and the confidence to keep it running smoothly.

Ready to get set up for success?