All services Setup

System Setup

Your accounting system, set up right from day one.

$99One-time, as a standalone service
FreeWith any monthly plan
What's included

Ready to operate

Initial System Setup

  • Company general and legal information
  • Bank and credit card feeds connected
  • Opening balances entered
  • Invoice, credit note and automatic email templates

Chart of Accounts Setup

  • Income, cost, expense, asset, liability and equity accounts tailored to your industry
  • Account numbers, types and sub-accounts
  • Categories mapped for clear reports

Initial Data Migration

  • Clean customer, vendor, product and employee lists
  • Open A/R and A/P balances imported
  • Payment platforms, POS and payroll connected
Includes a 30-minute onboarding call to understand your business and goals before we start.
Pay $99 Book a free consultation