Setup

Setting up your file correctly crucial first step to managing your small business’ finances. We will make sure your software is installed according to your needs. Our setup services include:

• Selection and installation of the correct software for your business
• Migration of existing financial data.
• Accounts, vendor list, and customer list chart setup
• Setting up preferences, forms, and user(s) customization
• Introduction to basic navigation and entry
• Consultation on initial bookkeeping strategies

You focus on building your business. We’ll focus on your books.

READY TO GET STARTED?