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
Our accounting software setup service follows a transparent process
- Review current/prior financials
- Determine future KPI/reporting needs
- Brief technology needs assessment
- Design chart of accounts, classes, locations, products and services lists
- Set up the software, users, roles
- Configure and connect taxes
- Apply branding
- Create standard reports
- Training
- Connect bank accounts and any simple apps
- Data migration (profile data, historical data if needed)
- Recommend add-on apps (e.g. billing, time tracking, payroll, ecommerce)
- Review current/prior financials
- Determine future KPI/reporting needs
- Brief technology needs assessment
- Design chart of accounts, classes, locations, products and services lists
- Set up the software, users, roles
- Configure and connect taxes
- Apply branding
- Create standard reports
- Training
- Connect bank accounts and any simple apps
- Data migration (profile data, historical data if needed)
- Recommend add-on apps (e.g. billing, time tracking, payroll, ecommerce)
- Review current/prior financials
- Determine future KPI/reporting needs
- Brief technology needs assessment
- Design chart of accounts, classes, locations, products and services lists
- Set up the software, users, roles
- Configure and connect taxes
- Apply branding
- Create standard reports
- Training
- Connect bank accounts and any simple apps
- Data migration (profile data, historical data if needed)
- 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
Related Services
Related Services
Small Business ERP or MRP Setup Services
Your business is scaling up and you need to get serious about operational and accounting systems. Netsuite, Acumatica or SAP might not be the right fit (or not yet). An ecosystem approach of connected cloud applications can scale smoothly, quickly and cost effectively.
Human Resources Information System (HRIS) Implementation
Implementing the right HR management system can make life easier for your whole organization. Get an HR professional who understands compliance, employment standards, policy, onboarding, etc. to set up your HRIS for you. That’s us.
But don’t just take our word for it
“They become a part of the team, roll up their sleeves, dig in and get the job done – allowing us to concentrate on our side of the business.”
– Rick Hoy, serial entrepreneur of 30 companies, founder of The Eclipse Group (£33M exit)
“Obvious finance expertise aside, I love working with Helina and the team. Great people, very smart, fun and willing to ask us the hard questions.”
– Bill Dennis, CEO and Co-Founder, Quantum Data Technologies
Get Started with a Free Consultation.
The first step is a friendly conversation about your business
“Let’s chat. I’ve helped hundreds of business owners work out their next steps.”
– Mary A.
Entreflow Solutions Consultant, Growth Expert
Phone: (604)814-7089