Accounting Software Setup & Onboarding

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.

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.

Book a Free Consultation

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How It Works

Free review

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

Scope and quote

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

We do the work

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

Ongoing close

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