Complete your firm setup

Complete the one-time firm setup so your team can create and manage companies.

Before You Begin

You need the firm name, operating country, package choice, and a payment method. The package applies to the firm workspace and every active company.

Finish The Five Steps

1. On Firm, enter the Firm name and select Next.
2. On Country, search for and select where the firm operates.
3. On Referral, choose an answer or select Skip.

4. On Package, choose LedgerHQ Core or LedgerHQ + Tally. Current per-active-company pricing appears on each choice.
5. On Billing, select Set up billing and save the payment method on Stripe's hosted page.

Saving a payment method completes onboarding and returns you to Companies. No company is created during firm setup. The first active company starts the selected package charge under the terms shown in the wizard.

Resume An Interrupted Setup

You can close the browser safely. LedgerHQ keeps completed firm details and returns to the first unfinished step. For example, a firm with a saved country but no payment method resumes at Package. Once billing setup is complete, the wizard no longer appears.

If Set up billing does not return you to Companies, do not create another firm. Sign in again, reopen /onboarding, and retry the unfinished step. If it still fails, use the question-mark Help button, open Tickets, and create a support ticket with the step name and error text.

Next: Create your first company. For the broader setup reference, see Firm onboarding and sign-in.