Accounting Software Setup & Training

We help you choose the most suitable accounting software for your business needs, considering factors like industry, transaction volume, budget, scalability, and ease of use.

We configure your chosen accounting software according to your business structure, IRS regulations, and Generally Accepted Accounting Principles (GAAP) to ensure its efficient operation. Then, we’ll work together to customize the software to your business's unique needs. We’ll also integrate any payroll, inventory, or other third-party applications to ensure a complete picture of your business.

We'll design a clear and efficient workflow for managing your income, expenses, bills, and payments. This includes establishing robust procedures for receipt collection, bill approval processes, and comprehensive reconciliation functionalities, fostering a highly organized and error-free financial system. 

We'll perform a thorough data migration and clean-up process, ensuring accurate and clean data import to provide a solid foundation for your new financial system.

We provide access to comprehensive training to ensure you and your team can navigate the software effectively. We also offer discounted ongoing support to answer any questions that may arise.