Set Up Services

Let Us Set You Up for Success!

Whether you need help setting up, customizing, or upgrading a new or existing business application (i.e. QuickBooks, ActiveCampaign, a CRM etc.), we offer a wide range of setup and customization services.

For new accounting platforms, 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.

Services Include:

• Customization of existing applications
• Selection of a new accounting platform (i.e. QuickBooks etc.) 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:

•  Lots of time saved 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