Accounting setup with QuickBooks Online or Xero

This is the first step of financial growth discipline. Getting your accounting systems set up by CPAs who are top-level experts at Xero and Quickbooks and who’ve done it hundreds of times can make all the difference to your ability to scale up your operation. Or you could … well, try it yourself? Or 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

100’s of companies set up on Quickbooks and Xero

  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 Common Mistakes

Avoid Common Mistakes

Complicated Accounts Chart 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.