Complete your firm setup
Finish onboarding, save a payment method, and reach your Companies list.
Before You Begin
You need the firm name, operating country, and a payment method.
Finish The Five Steps
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If Books for appears, choose whether you keep your own books or manage books for other businesses.
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On Firm or Business, enter the workspace name and select Next.
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On Country, search for and select where the business operates.
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On Referral, choose an answer or select Skip.
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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 for an accounting firm. The first active company starts the 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 Billing. 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.
Resume after Tax only conversion checkout
If you started firm setup from Tax only and canceled card checkout, your Tax only access is unchanged. Use Resume firm setup on Companies to continue the same draft. LedgerHQ only activates the firm after Stripe confirms the card.