Every piece of your accounting setup, done deliberately.
From a fresh QuickBooks tenant to a fully automated monthly close — explore the individual services that make up your financial infrastructure.
Each service is a self-contained, documented deliverable.
You can engage a single service to solve one specific problem, or choose a plan that bundles several into one coordinated setup. Either way, the scope is defined up front and the work is verified before handoff.
QuickBooks Setup
A QuickBooks Online tenant configured the right way.
We build your QuickBooks Online company file from the ground up — chart of accounts, products and services, tax rates, and bank connections — so your books are accurate from the first transaction.
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Xero Configuration
A Xero organisation tuned for clean, automated books.
We configure your Xero organisation end to end — chart of accounts, bank rules, tax rates, and tracking categories — so reporting is reliable and reconciliation is fast.
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Wave Accounting Setup
A lean Wave setup for lean businesses.
We get your Wave account structured and connected — accounts, sales tax, invoicing, and bank connections — a practical foundation for freelancers and small teams.
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Historical Data Import
Bring the past into a clean, categorized ledger.
We import and categorize your historical transaction history so your books start with real context — not a blank slate — and prior periods are ready to report on.
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VAT / GST Configuration
Sales tax configured for your region and obligations.
We set up sales tax, VAT, or GST for your tax region — rates, agencies, and filing periods — so tax is captured correctly on every transaction.
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Bank Feed Automation
Connected feeds and rules that categorize for you.
We connect your bank and credit accounts and build the rules that auto-categorize transactions — turning reconciliation into a quick review instead of manual entry.
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Financial Dashboard Setup
P&L and cash-flow dashboards you will actually use.
We build the dashboards and reports that show profit, loss, and cash flow at a glance — so you can make decisions from your numbers instead of guessing.
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Monthly Close Workflow
A repeatable close process your team can run.
We document a monthly close checklist tailored to your books — the steps, owners, and checks — so closing the month is consistent and audit-ready.
Learn moreNot sure which services you need?
Our plans bundle the most common combinations into a single, coordinated engagement — so you do not have to scope it yourself. Each plan is a one-time setup with a defined delivery window.
