QuickBooks / Xero Setup
Just starting, or switching software? I set up QuickBooks or Xero properly — chart of accounts, connections, and rules — so it works from day one.
A clean, correctly configured system — and the confidence to use it.
This is for you if…
- Brand-new business
- Switching from spreadsheets
- Migrating QuickBooks ↔ Xero
- A messy chart of accounts
- Bank feeds never connected right
What’s included
- QuickBooks or Xero setup
- Tailored chart of accounts
- Bank & payment-processor connections
- Categorization rules & automations
- App stack (Stripe, Shopify, Gusto) connected
- A 45-min training walkthrough
Common questions
I’m a QuickBooks Online Advanced ProAdvisor and a Xero Certified Advisor, so I work in either — and can migrate you between them. I also connect the tools around them: Gusto for payroll, Bill.com for AP/AR, Stripe and Shopify for revenue, and Hubdoc/Dext for receipts.
Monthly bookkeeping starts at $450/mo and scales with your transaction volume and number of accounts. Cleanup is project-based (from $90 per month of books), and software setup is a one-time fee from $600. You always get a clear, written quote after a quick review of your books — no surprise hourly invoices. Prices shown are illustrative for this template.