QuickBooks & Xero Setup
Set up once,
right the first time.
Full software onboarding, chart of accounts configuration, and ongoing support for your cloud accounting platform — QuickBooks Online or Xero.
What's included
- Chart of accounts built around how your business actually works
- Bank and credit card feed connections
- Migrating historical data from spreadsheets or a previous system
- A short walkthrough so you know your way around before we hand it back — or keep managing it for you
Who it's for
New businesses setting up accounting software for the first time, or existing businesses whose QuickBooks or Xero file has become a mess of miscategorized transactions and duplicate accounts.
How it works
- Free consultation — we review your business structure and current setup, if any
- Build — chart of accounts, bank feeds, and historical data migration
- Handoff or ongoing management — you take it from there, or we continue with monthly bookkeeping
Ready to hand off your books? Book a free consultation and we'll walk through exactly what your bookkeeping needs.
Book a free consultation