Simplified StartupClean setup saves time
Bank rules and integrations handle repeat work automatically, every month.
QuickBooks or Xero,set up right.
Setup, cleanup, and migration for QuickBooks Online and Xero, so your accounting software reflects how your business actually runs.
We set up and organize your software. Tax settings, sales tax, and filing should be confirmed with your CPA, and we work alongside them.
QuickBooks Online & Xero Setup, cleanup & migration You own the subscription Training & handoff included
Why it matters
Your software is only as good as its setup.
Accounting software makes bookkeeping faster, but only when it’s set up to match your business. A messy chart of accounts, broken bank rules, or missing integrations lead to reports you can’t trust.
Clear accounts, clear reports
A tidy chart of accounts makes your P&L easy to read.
Your CPA works faster
Organized books make year-end and tax prep smoother.
Most accounting software problems aren’t software problems. They’re setup problems.
Choose your path
Setup or cleanup: which do you need?
Fresh Setup
Choose this if: you’re new to QuickBooks or Xero, or starting a new business.
- Company profile and settings
- Custom chart of accounts
- Bank and card feeds connected
- Invoice and bill templates
- Integrations connected
- Team training
Cleanup
Choose this if: your file exists but the numbers don’t look right.
- Full file review
- Chart of accounts cleanup
- Duplicate and error fixes
- Bank rules repaired
- Reconciliations corrected
- Clean-file handoff
Not sure which applies? Many businesses need a bit of both. We’ll recommend the right starting point on the call.
Pick your platform
QuickBooks Online vs Xero.
Both are strong cloud accounting tools. The right one depends on your business, your team, and your CPA.
QuickBooks Online
Xero
Often chosen by
Many U.S. small businesses and accountants
Many small businesses, especially with international ties
Strengths
Wide app marketplace, familiar to many U.S. CPAs
Clean interface, strong bank reconciliation workflow
Good fit if
Your CPA already works in QuickBooks
You prefer a simple layout or work with Xero advisors
Payroll
Built-in payroll add-on available in the U.S.
Connects with payroll apps like Gusto
Inventory
Inventory tracking on higher plans
Basic inventory, with add-on apps for more
General comparison only. Features and plans change, so we confirm the details for your situation.
The foundation
Chart of accounts blueprint.
Your chart of accounts is the list of categories every transaction goes into. We build it around how your business earns and spends money.
Assets
What you own
- Checking account
- Savings account
- Accounts receivable
- Equipment
Liabilities
What you owe
- Credit cards
- Accounts payable
- Loans
- Sales tax payable
Equity
Owner’s stake
- Owner investment
- Owner draws
- Retained earnings
Income
What you earn
- Product sales
- Service revenue
- Subscriptions
Cost of Sales
Direct costs
- Materials
- Shipping
- Contractor costs
Expenses
Running costs
- Rent
- Software
- Marketing
- Payroll
Example categories only. Your chart of accounts is customized to your industry and reviewed with your CPA.
Connected tools
Integrations we connect.
Connecting your other tools means fewer manual entries and fewer mistakes.
Cleanup
What we fix in a messy file.
The problem
How it gets fixed
Too many or duplicate accounts
Merged and renamed into a clear, simple chart of accounts.
Duplicate customers and vendors
Combined so history and balances stay in one place.
Bank rules sending items to the wrong place
Rules reviewed, corrected, or removed.
Money stuck in “Undeposited Funds”
Payments matched to the right deposits.
Old uncleared transactions
Investigated and resolved or documented.
Inconsistent invoice and item setup
Products and services organized with correct accounts.
Switching software
Migration paths.
Moving to new accounting software? We handle the transfer and check the numbers after.
After setup
Training & handoff.
You and your team learn the parts of the software you’ll actually use.
For owners
- Reading your P&L
- Checking cash balances
- Approving bills
For your team
- Creating invoices
- Recording expenses
- Uploading receipts
Handoff docs
- Setup summary
- Bank rule list
- Quick how-to guides
Every project includes
From a file review to training and handoff.
Review of your business and current file
QuickBooks Online or Xero setup or cleanup
Custom chart of accounts
Bank and credit card feeds connected
Bank rules created or repaired
Key integrations connected
Invoice, bill, and product setup
Reconciliation check after setup or cleanup
Training session and handoff documents
Who needs setup or cleanup
Set it up once, set it up right.
New businesses setting up accounting software for the first time.
Owners who set up QuickBooks or Xero themselves and now don’t trust the reports.
Businesses switching platforms or moving from QuickBooks Desktop to Online.
Teams moving from spreadsheets to proper accounting software.
Common questions
Asked before every setup.
It depends on whether you need setup, cleanup, or migration, and how complex your business is. We share pricing on the free call.
Both work well for many small businesses. We’ll talk through your needs and your CPA’s preference before recommending one.
We plan the migration carefully and compare reports before and after so key balances and records carry over.
Yes. The subscription is in your name and paid directly to Intuit or Xero, so you always own your file.
Yes. Many businesses move straight into monthly bookkeeping once the file is set up or cleaned.
A fresh setup is usually quick; a cleanup depends on file size and how tangled things are. We give you a timeline after the file review on the free call.
QuickBooks & Xero Setup and Cleanup
Set it up once. Set it up right.
Book a free call to review your accounting software and the best next step: we’ll take a quick look at your file and recommend setup, cleanup, or migration.