(770) 202- 4111
Online Bookkeeping Setup & Training
Accounting software is a huge time saver—but it is only as good as its initial setup. Many business owners try a DIY setup, only to end up with a messy Chart of Accounts, broken bank feeds, and inaccurate numbers that cost more to fix later.
We set up your account correctly the first time, customizing it specifically for your unique industry and business model.
We can set you up using QuickBooks, Xero or Baselane
Years of experience
10+
Avg. response time
< 1 business day
Our Software Setup Package Includes:
- Custom Chart of Accounts: We design a tailored structure that makes sense for your specific business revenue and expenses.
- Bank & Credit Card Integration: Securely connecting your financial institutions for automated, real-time data feeds.
- Software & App Integration: Connecting your payment processors (Stripe, PayPal, Square) or invoicing tools to your accounting platform.
- Custom Invoicing: Setting up professional, branded invoice templates for your clients.
- 1-on-1 Walkthrough & Training: A personalized training session to show you exactly how to navigate your new dashboard and read your numbers.
Start Off on the Right Foot
Don't let software confusion hold your business back. Let us hand you the keys to a perfectly calibrated financial system.
