Accounting Software Setup (QuickBooks, Xero, NetSuite, Zoho)

Overview

What we deliver

We configure your accounting platform from the ground up with a tailored chart of accounts, integrations, and posting workflows.

A well-structured accounting system saves hours every month and produces reports leaders trust. We set up QuickBooks Online, Xero, NetSuite, Zoho Books, Sage Intacct, and FreshBooks for new businesses and for teams replacing spreadsheets or legacy tools. Our team designs a chart of accounts aligned to US GAAP, IFRS, or UK FRS reporting needs, configures sales tax or VAT codes for the IRS, HMRC, CRA, or ATO, and builds class, location, project, or department dimensions for the reporting cuts you need. We connect bank feeds, payment processors, payroll, AP automation, expense tools, and ecommerce platforms, then set up bank rules and approval flows. We document the configuration, train your team, and run a parallel close to confirm reports tie out before you go live. Output is a production-ready system with clean opening balances and a written operating manual.

Fit Check

Built for teams like yours

Who it's for

Startups setting up accounting for the first time
Growing SMBs outgrowing spreadsheets
Businesses switching from a legacy tool
Multi-entity groups consolidating systems
Companies preparing for audit or fundraising

Pain points we solve

Default chart of accounts that does not match the business
Sales tax or VAT codes configured incorrectly
Bank feeds and integrations not wired up
No clear posting rules or approval workflow
Confusion between operating and reporting tools

What's included

Capabilities

Everything we cover in this engagement.

Platform selection and licensing guidance
Custom chart of accounts design
Sales tax and VAT configuration
Class, location, and project setup
Bank, payment, and payroll integration
AP, expense, and ecommerce connections
Opening balance entry and validation
User roles, permissions, and training

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Requirements

We map your business model, reporting needs, and integration list.

02

Design

We design the chart of accounts, dimensions, tax codes, and workflows.

03

Build

We configure the platform, connect integrations, and load opening balances.

04

Validate

We run a parallel close, reconcile to source data, and tie reports out.

05

Train and handover

We train your team and deliver a written operating manual.

What you get

Deliverables & outcomes

What you get

Configured accounting platform
Documented chart of accounts
Integration map and credentials log
Opening balance and reconciliation workpapers
User roles and permissions matrix
Operating manual and training recording

Outcomes you can expect

Production-ready accounting system from day one
Clean opening balances tied to source data
Reliable reports across entities and locations
Faster month-end close after go-live
Fewer setup mistakes that need rework later

Timeline

3 to 8 weeks based on scope

Engagement

Monthly retainer, Project, Sprint

Tools we use

QuickBooks Online, Xero, NetSuite, Zoho Books, Sage Intacct

KPIs we track

Setup time to go-live, Integration count live, Opening balance variance, Reconciliation pass rate, User training completion

Client stories

What clients say

"

We were drowning in tier-one tickets about password resets and appointment changes. They built a deflection layer on top of our help desk and kept their agents in the loop for anything sensitive. Volume to humans dropped 58 percent in two months and our patient NPS held steady. The hybrid handoff is the part most vendors get wrong. They did not.

P.M.

"

Two weeks before our seed round we still did not have a defensible model. Their fractional CFO rebuilt our three-statement forecast, pressure-tested the assumptions, and walked me through every line before the partner meeting. We closed 1.4M on the terms we wanted. The investor specifically called out how clean the financials looked compared to the last five decks she had seen.

Hannah B.

Proof