Done-for-you service · Plan & Finance
Accounting Software Setup & Migration
We set up your accounting software properly, or move you from spreadsheets or another product, so your books start clean.
What's inside
Scoping call
We confirm your software, your current records and what needs to move.
Chart of accounts setup
A chart of accounts built for your business, agreed with you and your accountant.
Bank & card connections
Bank feeds, card accounts and payment processor deposits connected and mapped.
Opening balances & data import
Customers, vendors, products/services and opening balances imported from your existing records.
Rules & invoice templates
Categorization rules for recurring transactions and a branded invoice template.
Handover session
A recorded walkthrough of your month-end close using our close checklist.
How it works
- Book securely through Stripe.
- We email you at your checkout address to schedule a scoping call and agree how to share access safely.
- We set up and import, then walk you through it in a handover session.
Questions
Which software do you work with?
Tell us during scoping what you use or plan to use. If you have not chosen yet, start with the free Accounting Software Chooser.
Is the software subscription included?
No. You keep your own subscription in your name and pay the provider directly.
What if my books are behind?
Catch-up bookkeeping is not included. We will tell you during scoping if it is needed before setup.
What's next
Doing it yourself? Get the Chart of Accounts & Month-End Close Templates.
Accounting Software Setup & Migration
$697
Setup and data migration only. This is not bookkeeping, tax preparation or accounting advice, and it does not include clean-up of historical transactions. Software subscription fees are paid by you directly to the software provider. Work with a licensed accountant for tax and financial-statement questions.