Bookkeeping Infrastructure Built For Modern Businesses
We configure QuickBooks, Xero, and Wave with automated bookkeeping systems, tax-ready workflows, reconciliation processes, and financial dashboards tailored for your business.
Built into every engagement
Net Profit & Loss
Tracked
Cash Flow
Visible
Bank Reconciliation
Matched
Accounting that works like infrastructure — not an afterthought
Most businesses inherit messy books because the initial setup was rushed. booksbenchlab treats your accounting environment as infrastructure: every account, rule, and connection is intentional, documented, and built to last.
Structured from day one
A chart of accounts mapped to the decisions you actually make.
Automated, not manual
Bank feeds and rules so reconciliation is a review, not data entry.
Tax-ready by design
Sales tax, VAT, or GST configured correctly for your region.
Built for handoff
A documented close checklist any bookkeeper can run.
Everything your books need, configured by specialists
Pick a plan and we handle the platform, the data, the rules, and the reporting — end to end.
QuickBooks Setup
We build your QuickBooks Online company file from the ground up — chart of accounts, products and services, tax rates, and bank connections — so your books are accurate from the first transaction.
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Xero Configuration
We configure your Xero organisation end to end — chart of accounts, bank rules, tax rates, and tracking categories — so reporting is reliable and reconciliation is fast.
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Wave Accounting Setup
We get your Wave account structured and connected — accounts, sales tax, invoicing, and bank connections — a practical foundation for freelancers and small teams.
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Historical Data Import
We import and categorize your historical transaction history so your books start with real context — not a blank slate — and prior periods are ready to report on.
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VAT / GST Configuration
We set up sales tax, VAT, or GST for your tax region — rates, agencies, and filing periods — so tax is captured correctly on every transaction.
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Bank Feed Automation
We connect your bank and credit accounts and build the rules that auto-categorize transactions — turning reconciliation into a quick review instead of manual entry.
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Financial Dashboard Setup
We build the dashboards and reports that show profit, loss, and cash flow at a glance — so you can make decisions from your numbers instead of guessing.
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Monthly Close Workflow
We document a monthly close checklist tailored to your books — the steps, owners, and checks — so closing the month is consistent and audit-ready.
Learn moreA clear path from checkout to a clean handoff
Seven defined steps. You always know exactly where your setup stands.
Select Plan
Choose the scope that fits your business.
Secure Checkout
One-time payment via Authorize.Net.
Submit Information
Share your platform, region, and history.
Environment Setup
We configure your accounting tenant.
Data & Automation
Import history, connect feeds, build rules.
QA & Reconciliation
Every account verified and reconciled.
Delivery & Handoff
Reports, checklist, and Loom walkthrough.
Dashboards that turn bookkeeping into insight
We build the P&L, cash-flow, and tax views you'll actually use — so your numbers answer questions instead of raising them.
Profit & loss at a glance
Comparative periods and trend views configured for your model.
Cash-flow clarity
See timing gaps before they become problems.
Tax breakdown widgets
Sales tax / VAT / GST captured and summarised.
Reconciliation status
Every account tracked through to a clean close.
Financial Overview
Monthly snapshot
Revenue
growth
Expenses
tracked
Net margin
clear
Expense categories
Monthly close progress
Order Conversation
Live — updates without reload
A live conversation on every order
No email threads, no lost context. Every order has its own real-time chat where you and our team share questions, answers, and files — and it updates without a reload.
Real-time messaging
Messages appear live for both you and our team.
File attachments
Share statements, exports, and screenshots in-thread.
Order context
Every conversation stays attached to its order.
Read receipts
See when your message has been seen.
Every engagement ends with a complete, documented handoff
Not just a configured account — a full package your team or any bookkeeper can run with.
Live Accounting Tenant
Your configured QuickBooks, Xero, or Wave environment, ready to use.
Reconciliation Report
A full report showing every account reconciled to source.
Monthly Close Checklist
A step-by-step checklist to close every month consistently.
Bookkeeper Handoff Guide
Documentation so any bookkeeper can take it forward — plus a Loom walkthrough.
One-time plans, scoped to your business
Pick the level of setup you need. No subscriptions — you're billed once, and we build it.
Launch Ledger
5-day delivery
A clean foundation on the platform of your choice.
- Choose one platform: QuickBooks, Xero, or Wave
- Standard chart of accounts setup
- Company profile & fiscal year configuration
- 1 bank account connected
- + 2 more included
Launch Ledger
A clean foundation on the platform of your choice.
The fastest way to get a single accounting platform configured correctly from day one — ideal for new businesses and solo founders.
What's included
- Choose one platform: QuickBooks, Xero, or Wave
- Standard chart of accounts setup
- Company profile & fiscal year configuration
- 1 bank account connected
- Basic bank feed activation
- Setup summary PDF
Core Books
7-day delivery
Structured books with tax and automation rules.
- Everything in Launch Ledger
- Custom chart of accounts (industry-tailored)
- Up to 2 bank / credit accounts connected
- Bank feed rules & auto-categorization
- + 2 more included
Core Books
Structured books with tax and automation rules.
A tailored chart of accounts with bank rules and sales tax configured — the right fit for growing businesses that need their books to run themselves.
What's included
- Everything in Launch Ledger
- Custom chart of accounts (industry-tailored)
- Up to 2 bank / credit accounts connected
- Bank feed rules & auto-categorization
- Sales tax / VAT / GST configuration
- Reconciliation starter report
Growth Suite
10-day delivery
Full setup, historical data, and live dashboards.
- Everything in Core Books
- Up to 6 bank / credit accounts connected
- Historical transaction import (up to 12 months)
- P&L and cash-flow dashboards
- + 3 more included
Growth Suite
Most PopularFull setup, historical data, and live dashboards.
A complete accounting environment with imported history, reconciliation, and P&L plus cash-flow dashboards — built for businesses that want decision-ready financials.
What's included
- Everything in Core Books
- Up to 6 bank / credit accounts connected
- Historical transaction import (up to 12 months)
- P&L and cash-flow dashboards
- Full reconciliation report
- Monthly close checklist
- Loom walkthrough of your setup
Need a different scope? See every plan and what's included.
The answers you're looking for
Still unsure about something? Our FAQ covers the details, or reach out any time.
We set up QuickBooks Online, Xero, and Wave. During checkout and the business information step you tell us which platform you want, and we configure that environment end to end.
No. booksbenchlab is a one-time purchase. You select a plan, complete a single secure payment, and we deliver the setup. There are no recurring charges from us — your only ongoing cost is your accounting platform’s own subscription, billed by them.
Once payment is confirmed, an order is created in your dashboard. You then complete a short business information form — platform choice, tax region, bank accounts, and your existing transaction history. Our team begins configuration from there.
Every order has a built-in chat on its details page. You and our team message in real time and share file attachments there, so all communication about your setup stays in one place.
You receive a live accounting tenant, a reconciliation report, a monthly close checklist, and a bookkeeper handoff guide — delivered as PDF documents plus a Loom walkthrough, all available from your order page.
Delivery time depends on your plan and ranges from 5 to 14 business days. The estimated delivery window for each plan is shown on the pricing page, and your order page tracks progress.
Your Financial Systems Should Run Like Software.
Pick a plan, complete a one-time secure checkout, and we build your accounting infrastructure end to end.