Financial Systems Setup

Financial Systems Setup

Whether you’re new to bookkeeping or upgrading your file, we can customize an implementation plan specifically for your business. Our bookkeeping Setup & Implementation services are far more extensive than your basic free bookkeeping support. Our team has several years of real world experience implementing and using bookkeeping within many types of business scenarios, industries, and end user roles from bookkeeper to CFO.


  • Software Selection

    First, your dedicated bookkeeping consultant will go through a detailed checklist to determine which bookkeeping system will best suit the needs of your business, the number of licenses required to support your staff needs, any 3rd party applications needed, and if any custom programming or integration is needed. 

  • System Design

    In order to get the most out of bookkeeping system, it is crucial that your system is designed and set up properly from the beginning. By conducting a thorough needs analysis, we can generate a detailed system design that meets both your immediate and long-term goals. Our goal is to optimize your system to generate the KPIs, Financial Reports and Management Reports you need to make strategic business decisions.

  • File Setup and Internal Controls

    During the file setup stage, we’ll configure bookkeeping either on your local network or in a secure, cloud-hosted environment and set up user access. We’ll also set up your file based on the implementation plan we developed for you, such as setting up a customized Chart of Accounts, Lists, Preferences / Settings, Forms, Payroll, Taxes, Templates, Inventory, Memorize Reports, Fixed Assets, and more. If we’re importing data from your previous accounting software we’ll clean the data and ensure it came over cleanly.

  • Third Party and Custom Applications

    If during the planning stage we determine that you’ll need a 3rd party app and / or custom programming, we will implement those after we get your base bookkeeping file setup. We can also handle more complex situations that require a custom developed application or integration with external systems. These custom applications are owned by you and build off of your system's API.

  • Reporting and Automation

    Once we’ve got your bookkeeping file