Built for the moment your books need to be right.
Different businesses come to us at different points — a fresh start, a fast-growing team, a platform switch, a looming tax deadline. Here is how we solve for each.
Four situations we set businesses up for.
If one of these sounds like you, we have a clear, scoped path forward.
Starting clean from day one
You just launched and want your accounting platform configured properly before the first invoice — not patched together later.
- Company profile and fiscal year set up correctly
- A chart of accounts tailored to your model
- Bank feeds connected and verified
Books that keep up with scale
Volume is climbing and the manual workarounds are breaking. You need automation rules and structure that hold under pressure.
- Bank rules and tracking categories configured
- Dashboards for the metrics that matter
- A repeatable monthly close workflow
Moving to QuickBooks, Xero, or Wave
You are leaving spreadsheets or another tool behind. The migration needs to be accurate, reconciled, and verified — not a guessing game.
- Historical data imported cleanly
- Opening balances reconciled and confirmed
- A documented mapping of old to new
Preparing for year-end or a bookkeeper
Tax time is close, or you are bringing in a bookkeeper. Either way, the books need to be clean, tied out, and easy to inherit.
- Tax rates configured correctly
- Records reconciled and ready to export
- Documentation for a smooth handoff
The accounting platforms we configure
We work exclusively with the three platforms most modern businesses rely on — and we know them deeply.
QuickBooks Online
The most widely used platform — configured for accurate, automation-ready books.
Xero
A clean, modern organisation tuned for fast reconciliation and reliable reporting.
Wave
A lean, cost-effective setup for small businesses that still need it done right.
What we can set up for you
Each capability maps to a defined setup service — combine the ones your situation calls for.
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.
ExplorePick the plan that matches your situation
Every plan is a one-time setup engagement with a fixed price and a clear delivery window.
Launch Ledger
A clean foundation on the platform of your choice.
Delivery in 5 days
Get StartedCore Books
Structured books with tax and automation rules.
Delivery in 7 days
Get StartedGrowth Suite
Most PopularFull setup, historical data, and live dashboards.
Delivery in 10 days
Get StartedTell Us Where You're Starting From.
New business, fast growth, a platform switch, or tax season — we'll point you to the right setup.