Accounting software setup services for QuickBooks Online or Xero

This is the first step of financial growth discipline. Get your accounting software setup by top-level CPA certified Xero and Quickbooks experts who’ve done this successfully hundreds of times. It can make all the difference in your business scaling abilities. Or you could try it yourself; or even get one of those other guys to do it for cheap. Here’s what you get with our project:

  • Smooth accounting and operations
  • Meaningful data for decisions
  • Ready for due diligence
  • Avoid accounting nightmares
Chartered Professional Accountants logo
Chartered Professional Accountants logo
Chartered Professional Accountants logo
Quickbooks ProAdvisor Program Elite
Quickbooks ProAdvisor Program Elite
Quickbooks ProAdvisor Program Elite

Our accounting software setup service follows a transparent process

  1. Review current/prior financials
  2. Determine future KPI/reporting needs
  3. Brief technology needs assessment
  4. Design chart of accounts, classes, locations, products and services lists
  5. Set up the software, users, roles
  6. Configure and connect taxes
  7. Apply branding
  8. Create standard reports
  9. Training
  10. Connect bank accounts and any simple apps
  11. Data migration (profile data, historical data if needed)
  12. Recommend add-on apps (e.g. billing, time tracking, payroll, ecommerce)
  1. Review current/prior financials
  2. Determine future KPI/reporting needs
  3. Brief technology needs assessment
  4. Design chart of accounts, classes, locations, products and services lists
  5. Set up the software, users, roles
  6. Configure and connect taxes
  7. Apply branding
  8. Create standard reports
  9. Training
  10. Connect bank accounts and any simple apps
  11. Data migration (profile data, historical data if needed)
  12. Recommend add-on apps (e.g. billing, time tracking, payroll, ecommerce)
  1. Review current/prior financials
  2. Determine future KPI/reporting needs
  3. Brief technology needs assessment
  4. Design chart of accounts, classes, locations, products and services lists
  5. Set up the software, users, roles
  6. Configure and connect taxes
  7. Apply branding
  8. Create standard reports
  9. Training
  10. Connect bank accounts and any simple apps
  11. Data migration (profile data, historical data if needed)
  12. Recommend add-on apps (e.g. billing, time tracking, payroll, ecommerce)

Avoid these common accounting setup mistakes by using our savvy pros

Avoid these common accounting setup mistakes by using our savvy pros

Complicated Account Design

Classes, locations, sub-accounts, oh my! This makes all the difference for KPI, tax, departmental reporting and just daily bookkeeping. Many people know where to put the furniture once the house is built … it takes an expert to design and build the house.

Outdated Software

Software is getting better. If you do things the old backwards way you’ll miss out. If you don’t connect things the right way, you’re making hours (days) of work for yourself every month. We’re tech geeks and we eat the best solutions for breakfast.

Incorrect Applications

There are thousands of add-on apps that can be integrated into your accounting system. We’ve evaluated and implemented hundreds of apps that we use every day; let us keep you from investing in too much inefficient technical debt.

Ensure a smooth running business

Get the most out of the features of Xero or QuickBooks Online Accounting. Use Xero or Quickbooks Online to its full potential. Integrate 3rd party applications to support the workflow. When it’s done right, everything is easier.

Curate meaningful data for confident decisions

Get the insight into your business that you’ve always wanted. Determine if certain products, projects or activities are profitable/not, compare meaningful expense categories and classes. The chart of accounts must be set up to consider future analysis needs. If it’s not done properly, or the system isn’t configured correctly, data is mashed together and analysis is impossible.

Be ready for due-diligence or government scrutiny

We’ve been through multi-million dollar investor due diligence, supported companies involved with SRED, IRAP and other government programs. All this is easy if you have the documentation ready – and that starts with a well implemented accounting software system.

Prevent unnecessary headaches

Accounting software is difficult to set up efficiently, and experienced founders know that setting things up correctly right from the beginning is far easier than fixing a mess later … when it’s urgent … and you can’t find the documentation.

Build the best accounting software ecosystem

QuickBooks and Xero can be connected to 1000’s of integrated apps to make your business run smoothly.

  • Quickbooks
  • Xero
  • Hubdoc
  • Receiptbank
  • Stripe
  • Amazon
  • Shopify
  • Plooto
  • Expensify
  • Waypay
  • Veem
  • Payment Evolution
  • Wagepoint
  • Hubspot
  • DEAR Inventory
  • Quickbooks Commerce
  • MRP Easy
  • Jirav