Starting a business is exciting. Understanding your finances shouldn’t feel like the scary part. We design the financial systems and workflows that give founders a real foundation — so you always know where you stand, what’s coming, and what to do next.
Most early-stage businesses are running on guesswork. A spreadsheet here, a bank statement there, and a vague sense that it’s probably fine. It’s usually not fine. We fix that — cleanly, quickly, and without making you feel bad for asking.
We start by learning your business — how money moves in, how it moves out, and where the gaps are. From there we design a system built specifically for your size, your stage, and your goals. You leave with a fully functioning financial infrastructure and the confidence to use it.
The process is collaborative, not overwhelming. We ask the right questions, explain what we’re building and why, and make sure you actually understand the system we put in place — because a system you don’t understand isn’t a system, it’s just another thing to avoid.
We learn about your business, your current setup, and what you actually need. No assumptions, no cookie-cutter solutions.
We design your chart of accounts, reporting structure, and workflow framework based on your specific business model and goals.
We configure your accounting software, connect your accounts, and build out your receivables, payables, and banking workflows.
We sit down with you for a dedicated founder financial planning session — walking you through your first-year budget and financial tracking framework so you know exactly how to use what we built.
You leave with a system that's fully operational and a team you can call when questions come up.
Ongoing fees vary based on transaction volume and business complexity.
Not sure which tier fits? We’ll figure it out together on the free call.
If you’ve ever opened your bank app with dread, guessed at your cash flow, or put off your financial setup because you didn’t know where to start — this is exactly where we begin.
Most accountants hand you a template and call it a system. We learn your business first, then build something that actually fits.
Phil and Lisa have set up financial systems for companies of every size — from single-owner startups to complex multi-entity operations. They’ve sat inside finance organizations at the highest levels and they bring that same rigor to businesses that have never had access to it before.
What you get is not a generic setup. It’s a system designed around how your specific business makes and spends money — with the tools, workflows, and planning framework to match.
Not at all. We can start completely from scratch. In fact, starting fresh often makes the process faster and cleaner.
Most setups are completed within one to two weeks depending on the complexity of your business.
We're tool-agnostic. We work with QuickBooks, NetSuite, and others — whatever makes the most sense for your size, budget, and goals. We'll make a recommendation during the consultation.
You can continue with just the setup, or you can roll into our Accounting & Bookkeeping service for ongoing support. Many founders start here and naturally move into a longer-term relationship as their business grows.
“In this modern age of the web of things, it’s not just simple book keeping with one application, it’s understanding the technology and getting it talking to each piece of software or web tool used working for you so it’s not a consuming burden of disconnected resources. And this understanding of the communication of technology and inter-connectivity is the missing skill for most, where Not Dorks shines and has simplified our lives.”
Founder- Asheville Music Tools
Let’s build something great together!
