Accounting software setup

QuickBooks Online configured around how a private household actually spends.

QUOTED SEPARATELY Scoped and priced before any work starts. Never bundled into the $100.
What it covers

Four things, tailored to how you work

01

Accounting software setup

We specialize in providing tailored accounting software solutions to streamline your business operations. Whether you're seeking the comprehensive capabilities of Odoo ERP (Accounting, Sale, Purchase, Payroll, Inventory, Expenses), the user-friendly interface of QuickBooks, the versatility of Xero, or the efficiency of Zoho, we offer expert setup services to suit your unique needs.

02

Clarity and Consistency

A well-designed chart of accounts ensures that each account is clearly defined and consistently used across all financial transactions.

03

Customization

Designing a chart of accounts involves tailoring it to the specific needs and structure of the business.

04

Scalability and Flexibility

The chart of accounts should be designed with scalability and flexibility in mind, allowing for easy expansion or modification as the business grows or its financial needs change.

How it fits with your monthly books

Half of it runs on its own. The half that matters doesn't.

01

Transactions sort themselves

Your bank and card activity pulls in, gets matched against the prior month, and lands in the right category.

02

A person signs off on it

Every month a bookkeeper reads the file before it goes out and closes the period. Statements you can hand a CPA without apology.

03

Accounting software setup

QuickBooks Online configured around how a private household actually spends.

Questions

Three things people ask first

Our bookkeepers are advanced certified in industry-leading software like QuickBooks and Xero. You will always maintain ownership and control of your books while we work inside them.

Yes. We are US-based, remote bookkeepers using the latest technology and software, which ultimately saves your time and money.

No. There will be a monthly based relationship and you can make changes at any time.

Other services

Beyond the monthly books

01

Tax preparation

Filing built off books we already keep — 1099 income included — so nothing has to be reconstructed in April.

02

Payroll

Household and estate staff paid on schedule, with the filings that go with it.

04

General accounting

Clean-up work, catch-up periods, and reporting for more complicated arrangements.

$100Per
month

Get started today

Tell us what you do and where your accounts are. Your first monthly package lands at the end of the month.

Flat monthly price. Cancel any time.