SYSTEMS SETUP & TRAINING

Systems Setup & Training

We focus on the systems and set you up for success.

Some business owners want to manage their own books — but setting up the right systems from day one makes all the difference. Our Systems Setup & Training service gets you up and running on a smart, streamlined tech stack, with hands-on guidance so you can handle your bookkeeping confidently and efficiently.

What’s Included

✅ Cloud Accounting Setup
We set up your QuickBooks Online file correctly, create a clean chart of accounts, connect your bank feeds, and structure everything for accuracy and easy reporting.

✅ Receipt Management Setup
We implement Dext so you can capture, upload, and organize receipts and invoices in a few clicks.

✅ Payroll System Setup
If you run payroll, we set up your preferred payroll software, configure pay schedules, and show you how to process payroll correctly and stay compliant.

✅ Customized Tech Stack
We tailor your tools to fit your business and industry, ensuring all systems work together smoothly.

✅ Personalized Training Session
You get a live, interactive training session where we walk you through your new setup, answer questions, and share best practices.

✅ Resource Package
After training, you’ll have guides and checklists to keep you feeling confident long after setup day.

Who It’s For

✅ Business owners who want to DIY their books but need a strong foundation
✅ Teams ready to ditch spreadsheets and disconnected apps
✅ Anyone who wants to manage receipts, invoices, and payroll with less hassle and more accuracy

How It Works

We start with a quick consult to understand your business needs, then build and customize your systems. Once everything is ready, we deliver a step-by-step training session, leaving you with the knowledge and tools to succeed on your own.

Join, Integrate, Elevate

Set your back office up the right way with a tech stack that works for you, not against you — and the confidence to keep it running smoothly.

Ready to get set up for success?