Bookkeeping setup and systems - Chicago

Take bookings, get paid, and keep clean books. Set up once, and set up right.

I set up the back office for Chicago appointment businesses. Your booking page, your payments, and your books connect into one system. You own every account.

The Checkup is a free 30-minute call. You get your top 3 fixes in writing within 1 business day.

One sale, start to finish

  1. Client books onlinePicks a time and pays a deposit booked
  2. Payment goes throughCard or bank, in your name paid
  3. Payout lands in the bankYour business account only deposited
  4. Books stay currentBank feed sorts the sale for you recorded

No copy and paste. No shoebox. A monthly close that takes about 1 hour.

Who it is for

Chicago businesses that run on appointments

You are good at your work. The admin around it takes your evenings. I help owners with 1 to 10 people who book clients, take payments, and want books they can trust.

  • Salons and barbers

    Bookings, deposits, and tips that match what lands in the bank.

  • Studios and trainers

    Class packs, memberships, and recurring payments that reconcile.

  • Tutors and coaches

    Session booking, invoices, and simple ways to pay online.

  • Trades and home services

    Quotes, deposits, and invoices in one place instead of in texts.

  • New LLCs

    Domain, email, payments, and books set up right from day one.

The problem

Most back offices are a chain with missing links

The website takes a booking. The payment goes somewhere else. The money lands in a personal account. The books are a shoebox. Nobody connects the steps, so the owner does it by hand at midnight.

  • 01
    Bookings live in DMs and texts

    Clients message at all hours. Times get double-booked. No-shows cost you money.

  • 02
    Payments land in many places

    Cash, Venmo, Zelle, and card all go to different accounts. Some go to a personal account.

  • 03
    The books are months behind

    You do not know your real profit. Tax season becomes a scramble for your preparer.

  • 04
    Nobody knows who owns what

    A former helper set up the domain. A login lives on an old phone. One lost password can lock you out.

Before and after comparison of a back office

Before Tangled tools

Six tools that do not talk to each other. You are the glue.

Six disconnected tools with tangled, broken links between them DMs and texts Paper calendar Venmo and Zelle Personal bank Shoebox of receipts Old spreadsheet ? ? ? Six disconnected tools with tangled, broken links between them DMs and texts Paper calendar Venmo and Zelle Personal bank Shoebox of receipts Old spreadsheet ? ? ?
  • You copy numbers from one app to the next by hand
  • Business and personal money mix in one account
  • Logins sit with whoever set each tool up

After One connected flow

Each step feeds the next. You check the result once a month.

A clean flow: online booking, card payment, business bank, books, and a monthly close, all owned by you Every account in your name Online bookingThe client picks a time and pays a deposit Card or bank paymentSquare or Stripe, set up in your name Business bank accountAll payouts land in one place BooksThe bank feed and rules sort each sale Monthly closeAbout 1 hour, with a report you can read A clean flow: online booking, card payment, business bank, books, and a monthly close, all owned by you Every account in your name Online bookingClient picks a time, pays a deposit Card or bank paymentSquare or Stripe, in your name Business bank accountAll payouts land in one place BooksThe bank feed sorts each sale Monthly closeAbout 1 hour, one clear report
  • Each sale flows from booking to books without retyping
  • Business money stays in the business account
  • You hold the top role in every tool
Packages at a glance

Fixed prices. Clear scope. No hourly surprises.

Start with the free Checkup. I then name the one package that fits, with its fixed price. You never pay for a package you do not need.

  • Audit and plan

    Back Office Tune-up

    $450

    7 days

    A full map of your accounts and money flow, with a 90-day plan. The fee counts toward any package you book within 30 days.

    Details
  • Get online

    Launch Kit

    $2,400

    3 to 4 weeks

    Domain, business email, a 5-page website, and a booking or payment link.

    Details
  • Payments

    Get Paid

    $750

    1 to 2 weeks

    Square or Stripe set up in your name, invoices, deposits, and payouts linked to your books.

    Details
  • Books

    Books in Order

    $1,200

    2 to 3 weeks

    QuickBooks or Wave set up, 3 months caught up, and a monthly close you can do in about 1 hour.

    Details
  • Office

    Organized Office

    $1,100

    2 to 3 weeks

    Google Workspace, a clean shared drive, a simple client list, and online booking.

    Details

Founding client pricingThese prices apply to my first clients. After a package, the optional Care Plan keeps things running from $149 per month.

How it works

Four steps. You own everything at the end.

Press play, or pick a step to see what happens.

Step 1 of 4
  1. Checkup

    Free - 30 minutes

    We talk on a video call about how clients book, how you get paid, and where your books stand. I do not ask for any passwords.

    • We look at your current tools
    • We find what costs you the most time
    • You get your top 3 fixes in writing
    • You owe nothing
  2. Plan

    Within 1 business day

    I send a short written plan. It names the one package that fits, with a fixed price and a fixed scope.

    • A list of what is included
    • A list of what is not included
    • A delivery date
    • You decide with no pressure
  3. Build

    1 to 4 weeks

    You create each account in your own name. I get my own login with limited access. Then I set up and connect each tool.

    • Bills go on your card
    • Two-step login goes on your phone
    • I test each step with a small test payment
    • I check every number against the bank
  4. Hand-off

    You own everything

    We walk through the system together. You get an Account Register, short guides, and a recorded training. Then I remove my access.

    • You log in to each tool alone
    • Guides and recordings sit in your Drive
    • I confirm in writing that my access is gone
    • The optional Care Plan keeps it running

Checkup

Read the ownership promise

Who you work with

Hi, I am Farris Qureshi.

I live and work in Chicago. For more than 5 years I have worked in data and strategy roles, most recently at a large health system. I build checks that catch wrong numbers before leaders act on them.

I also write software. I bring that same care to small businesses. I set up your tools, check every number, and write down every step. You work with me directly, from the first call to the hand-off.

More about me

Start with a free Back Office Checkup

30 minutes on a video call. You get your top 3 fixes in writing within 1 business day. There is no cost and no obligation.