Accounting Software Integration & Setup

Accurate and efficient accounting starts with the right software — properly set up and integrated into your workflow. Whether you’re just getting started or need to streamline your current system, I help individuals and small businesses configure accounting software so your books are accurate, up to date, and ready for tax planning and preparation.

I assist with software selection, setup, integration, and ongoing support so your financial systems work smoothly and reflect your real‑world needs.

• Software Selection & Configuration : Choosing the right platform (especially QuickBooks or similar tools) based on your financial goals and workflow.
• Chart of Accounts Setup: Establishing an organized structure that makes tracking income, expenses, assets, and liabilities clear and actionable.
• Bank & Payroll Integrations: Connecting your accounts and payroll systems to automate transaction tracking and reduce manual data entry.
• Migration & Cleanup: Moving your financial data from spreadsheets or another system and organizing it for accuracy.
• Training & Support: Helping you understand how to use the software, run reports, and keep your books up to date.

A properly set‑up accounting system gives you:

• Accurate financial data that supports better decision‑making
• Reduced errors and fewer headaches at tax time
• Faster tax preparation and smoother planning throughout the year
• More time back to focus on your personal finances or business growth

We’ll assess your current process, identify software needs, and implement solutions that help you get organized and stay organized — with continued support as your financial situation evolves.