Accounting System Setup & Optimization

Pro

Karen Hernandez

Contact for pricing

About this service

Summary

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.

Process

Discovery Call – We’ll discuss your business needs, current setup, and software preferences.
Assessment – I’ll review your existing systems (if any) and recommend improvements.
Build & Configure – I’ll set up your Chart of Accounts, import data, and connect bank feeds + apps.
Testing & Review – We’ll walk through the new setup together and make adjustments as needed.
Training & Handoff – I’ll provide short training sessions or walkthroughs and light SOPs for your team.
Post-Launch Support – I’ll stick around for a few weeks to answer questions and troubleshoot anything that comes up.

FAQs

  • Can you migrate my books from QuickBooks Desktop or another system?

    Absolutely. I can handle data exports, cleanup, and full transitions into QuickBooks Online or another cloud system

  • What industries do you specialize in?

    I work primarily with service-based businesses, startups, e-commerce, and trades—but I can tailor a setup for nearly any small business.

  • Will you train me or my team on how to use the new setup?

    Yes! I offer basic training via Zoom and can also provide SOPs or recordings for future reference.

  • Do you offer ongoing support after setup?

    Yes—I offer monthly bookkeeping packages and advisory services to keep things running smoothly beyond the initial setup.

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

Skills and tools

Accountant

Auditor

Bookkeeper

FreshBooks

FreshBooks

Microsoft Excel

Microsoft Excel

Quickbooks

Quickbooks

Xero

Xero

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