Accounting System Setup & OptimizationKaren Hernandez
I help business owners set up clean, efficient accounting systems from the start—or optimize existing ones that aren’t working. As a Certified ProAdvisor with years of experience modernizing workflows, I specialize in turning messy, manual processes into automated, remote-friendly solutions. You'll walk away with a setup built for your business, not a one-size-fits-all template.
What's included
What’s Included
- Custom Chart of Accounts tailored to your industry and reporting needs
- Bank and credit card feed automation setup
- App integrations (Gusto, Bill.com, Shopify, Stripe, etc.)
- Setup of customer/vendor lists, products/services, and recurring transactions
- Basic training and documentation for your team
- One round of post-setup support to ensure everything runs smoothly
FAQs
Absolutely. I can handle data exports, cleanup, and full transitions into QuickBooks Online or another cloud system
I work primarily with service-based businesses, startups, e-commerce, and trades—but I can tailor a setup for nearly any small business.
Yes! I offer basic training via Zoom and can also provide SOPs or recordings for future reference.
Yes—I offer monthly bookkeeping packages and advisory services to keep things running smoothly beyond the initial setup.
Contact for pricing
Tags
FreshBooks
Microsoft Excel
Quickbooks
Xero
Accountant
Auditor
Bookkeeper
Service provided by
Karen Hernandez El Paso, USA
- 19
- Followers
Accounting System Setup & OptimizationKaren Hernandez
Contact for pricing
Tags
FreshBooks
Microsoft Excel
Quickbooks
Xero
Accountant
Auditor
Bookkeeper
I help business owners set up clean, efficient accounting systems from the start—or optimize existing ones that aren’t working. As a Certified ProAdvisor with years of experience modernizing workflows, I specialize in turning messy, manual processes into automated, remote-friendly solutions. You'll walk away with a setup built for your business, not a one-size-fits-all template.
What's included
What’s Included
- Custom Chart of Accounts tailored to your industry and reporting needs
- Bank and credit card feed automation setup
- App integrations (Gusto, Bill.com, Shopify, Stripe, etc.)
- Setup of customer/vendor lists, products/services, and recurring transactions
- Basic training and documentation for your team
- One round of post-setup support to ensure everything runs smoothly
FAQs
Absolutely. I can handle data exports, cleanup, and full transitions into QuickBooks Online or another cloud system
I work primarily with service-based businesses, startups, e-commerce, and trades—but I can tailor a setup for nearly any small business.
Yes! I offer basic training via Zoom and can also provide SOPs or recordings for future reference.
Yes—I offer monthly bookkeeping packages and advisory services to keep things running smoothly beyond the initial setup.
Contact for pricing