Built right from day one.

We configure your accounting software correctly from the start — so your chart of accounts, integrations, and workflows are set up to grow with your business.

OVERVIEW

WHAT'S INCLUDED

Bookkeeping Software Setup & Compliance

Most accounting software problems trace back to a poor initial setup. A chart of accounts that does not match your business model, bank feeds that are not connected, integrations that are not working — these issues compound over time and make your books harder to trust. We set up and configure your bookkeeping software from scratch, whether you are starting a new business or switching platforms. We work with QuickBooks Online, Xero, Zoho Books, and others, and we tailor every setup to your specific industry, business model, and reporting needs. We also train your team so they know how to use the system correctly going forward.

Everything you need, nothing you don't.

Software selection guidance (QuickBooks, Zoho, Xero, and more)
Chart of accounts setup and customization
Bank and credit card feed connections
Integration with payment processors and apps
Opening balance entry and historical data migration
Custom reporting templates
Team training and handoff documentation

IDEAL FOR

New businesses and startups that want their bookkeeping software set up correctly from the beginning — not patched together later. Also ideal for established businesses switching platforms or cleaning up a poorly configured existing setup.

WHY IT MATTERS

The real impact on your business.

A chart of accounts built for your business

Generic chart of accounts templates do not fit every business. We build yours to match your revenue streams, expense categories, and reporting needs — so your financials are meaningful from day one.

Automated data flows

We connect your bank accounts, credit cards, payment processors, and key apps so transactions flow in automatically. Less manual entry means fewer errors and less time spent on data entry.

Integrations that actually work

Whether you use Stripe, Square, Shopify, Gusto, or other tools, we set up the integrations correctly so your accounting software reflects your full business — not just your bank account.

Clean historical data

If you are switching platforms, we handle the migration of your historical data so you do not lose your financial history. Opening balances are entered correctly so your new system starts accurate.

Your team trained and confident

A great setup is only valuable if your team knows how to use it. We provide training tailored to your team's roles and leave you with documentation so new hires can get up to speed quickly.

A foundation for everything else

Good bookkeeping, accurate reporting, and effective tax planning all depend on a well-configured accounting system. Getting the setup right is the most important investment you can make in your financial infrastructure.

Frequently Asked Questions

Which accounting software do you recommend?

It depends on your business size, industry, and needs. QuickBooks Online is the most widely used and integrates with the most third-party tools. Xero is popular with international businesses and has a clean interface. Zoho Books is a strong option for cost-conscious businesses already using the Zoho ecosystem. We will recommend the right fit after learning about your business.

How long does a typical software setup take?

A standard setup for a new business typically takes one to two weeks. More complex setups — platform migrations, multi-entity structures, or extensive integrations — may take longer. We will give you a clear timeline upfront.

Can you help migrate data from my old system?

Yes. We handle data migration from QuickBooks Desktop, Wave, FreshBooks, spreadsheets, and other platforms. The complexity and completeness of the migration depends on the source system and how far back you need to go.

What happens if I encounter issues after the setup?

We provide post-setup support to address any questions or issues that arise. Our goal is to ensure you are comfortable and confident using your new bookkeeping system.

Do you provide training on how to use the software?

Yes. While our primary service is the setup, we can provide basic training sessions to you and your team on how to navigate and utilize the core functions of your new bookkeeping software.

What if I already have software set up but it is a mess?

That is a cleanup project, and we handle those too. See our Bookkeeping Cleanup & Catch-Up service. In many cases, it makes sense to clean up the existing setup rather than start over — we will assess and recommend the right approach.

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