QuickBooks & Xero Setup and Chart of Accounts
Start with a file that is built correctly. I set up QuickBooks Online or Xero for your type of business, with a chart of accounts and workflows that fit how you earn and spend.
Get Your QuoteSound familiar?
New business
You need a clean start instead of fixing mistakes later.
Generic setup
Default accounts do not match how your business really works.
Bank feeds
Transactions arrive but nothing is coded consistently.
No clear reports
You cannot see profit by job, product or location.
How it works
Free review
You tell me about your business, software and goals in writing.
Fixed quote
You approve the scope and price before I start.
Setup
I build the file: accounts, rules, products, classes and users.
Walkthrough
I show you how it works so you can use it with confidence.
What is included
Setup covers
- Company setup in QuickBooks Online or Xero
- A chart of accounts designed for your type of business
- Bank and credit-card feeds connected, with rules for repeat transactions
- Customers, vendors, products and services set up
- Classes, locations or tracking categories if you need profit by job or location
- Opening balances, user roles and a short walkthrough
How pricing works
One-time projects are quoted by scope, so you pay for what your books actually need.
Free review
Tell me about your books. I look at them and explain what needs to be done.
Fixed quote
You get a clear quote based on scope, such as months, accounts and transaction volume.
You approve first
No work begins until you approve the quote.
Quotes are based on the number of months, accounts and transactions involved. Tell me about your books and I will send you a quote.
What it costs
Enter your details and see the price for your own business.
Your price depends on the size of your books. Get your own estimate in seconds, then I confirm the final quote in writing before any work starts.
Get Your QuoteReady for a setup that fits your business?
Tell me about your business and get a free review, with no cost and no commitment.
Get Your Quote