SERVICES

Empowering Small Business Owners With Smart Accounting Systems

Accounting Software Setup

Build a solid financial foundation from day one.

We specialize in setting up accounting software that works the way your business operates. Whether your starting from scratch, switching from spreadsheets, or migrating from another system, we ensure your setup is clean, functional, and tailored to your industry.

What's included:

• Software selection support (Quickbooks Online, Xero, Wave, etc.)

• Chart of Accounts customized to your business

• Setup of customer, vendor, and product/service lists

• Connection to bank, credit card and payment accounts

• Integration of apps like payroll (Gusto), invoicing (Square), eCommerce (Shopify)

• Initial testing and trial transactions to ensure accuracy

• Admin access setup for business owner and key staff

Why it Matters:

A proper setup prevents errors, saves time, and provides reliable data for decision-making. Most businesses lose money from miscategorized transactions and missed deductions - we help you avoid that from the start.

Whether you're starting fresh or looking to tighten up your processes, we provide the tools, training, and support you need to feel confident about your numbers.

Accounting Software Training

Understand your books so you can run your business better.

Once your system is in place, we train you and your team to use it effectively. The sessions are tailored to your experience level and business type-no jargon, just real-world instruction.

What's included:

• Live training (via Zoom) for you or your team

• Training on daily use; entering income, expenses, bills, and payments

• How to reconcile accounts and understand financial reports

• Time-saving shortcuts and tips for better efficiency

• Custom training materials (guides, cheat sheets and workflows)

• Follow-up Q&A support available

Why it Matters:

Even the best accounting software can become a mess if users aren't trained. With the right knowledge, you'll stop guessing and start managing your business with confidence.

Standard Operating Procedures (SOPs)

Bring structure, clarity, and consistency to your accounting tasks.

SOPs are written workflows that explain how and when things get done in your accounting system. We create clear, step-by-step guides so your team know what to do, who's responsible, and how to avoid mistakes.

What's included:

• Business-specific SOPs for core tasks like:

  • Accounts payable (bill payment process)

  • Invoicing and accounts receivable

  • Monthly bank reconciliations

  • Payroll processing

  • Expense reporting and approval

• Month-end close checklist

• Documentation for file storage, naming conventions, and audit trails

• Internal controls suggestions to reduce fraud and errors

• Updates to SOPs as your systems or team changes

Why it Matters:

If your bookkeeping process depends on one person "just knowing what to do", that's risky. SOPs reduce turnover chaos, support compliance, and make onboarding new staff a breeze.

Monthly Support

Ongoing guidance to keep your finances accurate and stress-free.

Accounting software is not "set it and forget it." Our monthly support plans give you access to expert oversight, regular file reviews and real-time help so you stay ahead -- not behind.

What's included:

• Monthly file review: Quickbooks/Xero transactions, catgorization, reconciliations

• Error checks and feedback on inconsistencies

• Financial statement review and trend analysis

• Up to 1 hour of live support (Zoom, phone, or email)

• Ongoing SOP updates as your business evolves

• Team coaching or monthly check-in sessions (for higher tier plans)

Why it matters:

This supports helps you catch small problems before they become big ones. It's ideal for business owners who want peach of mind, accurate reports, and clean books come tax season.