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Bookkeeping Services

Accounting Software Setup & Onboarding

Set up right the first time.

Call (310) 800-4494Book a Free Consultation

Remote bookkeeping — monthly close, cleanup, and books ready for your CPA.

Most bad books trace back to a bad first week. A default chart of accounts, bank feeds connected without rules, and no opening balances produce years of cleanup.

At a glance

Chart built for your industry

Designed around how you earn and spend, not the software default.

Opening balances that tie

The file starts from a verified position instead of zero.

Feeds and rules configured

Bank rules set so automation helps rather than miscategorizes at scale.

Your team trained

Whoever touches the file day to day knows how.

What we handle

  • Build a chart of accounts designed around your industry
  • Connect and configure bank and credit-card feeds with sensible rules
  • Set correct opening balances so the file starts from truth
  • Configure products, services, classes, and jobs as needed
  • Train you or your staff on the parts you will touch

Problems this fixes

  • A default chart of accounts that fits nobody
  • Opening balances that were never set, so nothing ties
  • Bank rules that miscategorize at scale

What you end up with

A file that will still be clean in three years.

We keep the books. You run the business.

Categorization, reconciliation, month-end close, and clean financial statements — with nothing left for you to chase.

Call (310) 800-4494Book a Free Consultation
View pricing

How It Works

1

Free review

We look at where your books actually stand — no obligation, no charge.

2

Scope and quote

You get a fixed price or a package recommendation before any work starts.

3

We do the work

Inside your accounting file, so you can see everything as it happens.

4

Ongoing close

Books stay current month to month, ready for your CPA at tax time.

Accounting Software Setup & Onboarding — Frequently Asked Questions

I have never used accounting software. Is that a problem?

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No. We set it up and handle the day-to-day. Most owners only need to know how to look things up, which we will show you.

What is included in accounting software setup & onboarding?

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Build a chart of accounts designed around your industry; Connect and configure bank and credit-card feeds with sensible rules; Set correct opening balances so the file starts from truth; Configure products, services, classes, and jobs as needed; plus 1 further steps. A file that will still be clean in three years.

What problems does accounting software setup & onboarding solve?

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Most often: a default chart of accounts that fits nobody; opening balances that were never set, so nothing ties; bank rules that miscategorize at scale. Most bad books trace back to a bad first week. A default chart of accounts, bank feeds connected without rules, and no opening balances produce years of cleanup.

How much does accounting software setup & onboarding cost?

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Monthly packages start at $200 and scale with transaction volume and complexity; project work such as cleanup is quoted at a fixed price after a short no-obligation review. You know the number before any work begins — see the pricing page for current tiers, or book a free consultation for a recommendation based on your actual books.

Related

All bookkeeping servicesPricingIndustries we serve

Talk through accounting software setup & onboarding

The consultation is free, and you will leave it knowing what the work involves and what it costs.

Book a Free ConsultationView Pricing
  • Done-for-you
  • Solo or group
  • Nationwide

Get Started

The fastest way is to call. If you prefer, you can book online below.

(310) 800-4494
or

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