Accounting System Setup & Optimization
Contact for pricing
About this service
Summary
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
