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Setup

​Ready to get your organization set up with an accounting solution?

 

Included in our Standard Setup:

Chart of Accounts Setup
Configure your Chart of Accounts to fit your business needs.

Customization of Preferences
Adjust settings to align with your company’s requirements.

Custom Invoice Template Creation
Design a customized invoice template featuring your company logo.

Vendor and Client Setup
Set up your vendors and clients in the system for smooth operations.

Cleanup

With Our "Schuh" Box Package

Do you have a box of receipts and / or check stubs?

We can help!

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Our Cleanup Process Includes:

  • Enrollment and Setup
    Enroll you in QuickBooks or Xero and configure the system for your company.

  • Chart of Accounts Customization
    Tailor your Chart of Accounts to accurately reflect your business.

  • Receipt Sorting and Matching
    Organize and match receipts with transactions.

  • Transaction Entry
    Record all transactions under the appropriate categories.

  • Account Reconciliation
    Reconcile all checking and credit card accounts.

  • Report Preparation
    Generate essential reports, including:

    • Balance Sheets

    • Profit & Loss Statements

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Fees will be determined through an initial consultation.

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