Software Setup & Training
The right tools can make a big difference. We’ll help you choose, set up, and understand the software that keeps your finances running smoothly. Whether it’s accounting software like QBO or Xero, or helpful apps that save you time, we’ll set you up for success - and train you (or your team) so you feel confident using them.
- Accounting software setup & customization
- Workflow automation & app integrations (receipts, invoicing, payroll, etc.)
- Cloud-based system migration from spreadsheets or desktop
- Chart of accounts design for clarity & scalability
- Training sessions for business owners & staff
- Guidance on choosing the right tools as your business grows