Set Up Services

Let Us Set You Up for Success!

Whether you are a new business or need assistance in changing an accounting platform, we offer setup and configuration services to help your business establish a solid record keeping foundation. This service includes the initial setup of your company’s unique accounts, customers, and vendors and customization of reports etc. to ensure accurate and reliable financial recording and reporting from day one. Contact Us today to get started!

Services Include:

• Selection of the appropriate Platform (i.e. QuickBooks or Zoho) and version
• Company file creation and setup
• Chart of Accounts set up and customization based on industry and business needs
• Set up of customers, vendors, and products/services
• Set up customized financial reports
• Linking of bank accounts and credit cards
• Configuration of sales tax, payroll (if applicable), and user permissions
• External App Integrations

Benefits:

• Saves you a lot of time and reduces setup errors
• Ensures financial records are organized and compliant
• Provides a foundation for accurate reporting and tax filing
• Tailored to your specific business structure and industry