System Setup & Optimization

Start with the right tools. Scale with confidence.

Your books are only as good as the system behind them. Whether you're just getting started or cleaning up a messy setup, we’ll make sure your accounting and timekeeping systems are structured for accuracy, growth, and efficiency.

What We Set Up

Chart of accounts built around your business model.

QBO or Xero file setup and customization.

Job, class, or location tracking enabled correctly.

Item and product/service lists cleaned and organized.

Payroll settings aligned with your structure.

Time tracking workflows in QuickBooks Time or other integrated apps.

Contractor vs employee setup support.

Platforms We Specialize In

QuickBooks Online - industry standard and scalable.

Xero – great for clean financial visibility and automation.

QuickBooks Time – streamlined crew time tracking with mobile access and job-level tagging.

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Why it Matters

Clean systems = clean books.

Accurate time = accurate job costing.

Smart setup = fewer headaches later.

Everything flows smoothly into reports, payroll, and tax prep.

Start smart. Avoid the cleanup later.

Let’s get your systems set up the right way from day one.