cloud set up

strategic advisory

The modern business needs a state of the art accounting system. A cloud based accounting system will provide the following benefits:

· It gives you 24/7 access to up-to-date financial information and reports.  (You can use cloud based software from any device with an internet connection)
· You will sleep well at night knowing your sensitive financial data is always secure and backed up automatically.
· There is no system downtime because all software upgrades are automatically installed.  This worry-free maintenance saves you time and hassle.
· It reduces your tax preparation fees because it is easier for your accountant to access your financial information
· It saves you a very significant amount of time.

The table below summarizes what is included within each of our packages.  To help you identify the best option for you, here is a quick overview:


This option is best for those business owners who are simply looking to get a basic cloud accounting system set up fast.


This is our most popular option because you get on going support for 6 months.


This is the best option for busy business owners who want the maximum out of their cloud accounting systems so they can make the best business decisions based on the best quality information.




Analyze and select the best solution
Company set up routine
Chart of accounts set up
Creating your customer and supplier records
Enter comparative balances
Maximize your tax deductions
Reconcile your existing system
Enter sales and purchase ledger open invoices
Create your email and invoice templates
Bank feed setup
Software subscription
6 mo.
12 mo.
Software training
Unlimited email and telephone support
6 mo.
12 mo.
Set up your repeating transactions
Product and services setup
Location, department and profitability reporting setup
Sync business specific software applications
Full data and transaction history conversion
Enhanced credit control
Quarterly reconciliation
Get Started With A Free Consultation

additional services

We know that your needs are unique, that is why we offer individual services that can be utilized as add-ons to any package or standalone products to ensure that you get what you need to make the most use of your financial data.


Financial system Health Check

The financial systems health check is for the business owner who wants to know if their financial information is accurate, up to date and can provide the necessary information to help make business decisions. Let us perform a Financial Systems Health Check for a one-time fee of $297. When you sign up for a monthly service, the health check fee is refunded in full.

Learn More About Our Financial System Health Check

Cash flow management

Our Cash Flow management services enable you to see your future cash flow needs.  Gain more certainty in decision making, never be surprised again. You will have visibility to your cash receipts, bills, overdue payments or out-of-cash predictions.  Explore scenarios to help determine the best course of action. Our cash flow management services help you build confidence in running your business.

Learn More About Our Cash Flow Management

Accounts receivable monitoring

Our Accounts Receivable Monitoring services will provide visibility into valuable customer insights. This service keeps sales and collections visible on a weekly basis so you can follow up timely eliminating uncollectible payments.  Monitor your sales and see your new and repeat customer sales and understand your customer retention trends.

Learn More About Our Accounts Receivable Monitoring


We offer a payroll services for those customers who have less than 20 employees and are utilizing one of our other services. 

Payroll regulations are constantly changing, making paying your employees a tremendous headache.  Letting us deal with your payroll takes away the headaches and frees up your time to focus on running your business.  You will know your payroll is submitted on time, with less stress as we take care of the complicated parts. Prices for payroll packages are based on your specific circumstances, such as, the number of employees you have, how frequently you run your schedule and the type of employees you have.

Learn More About Our Payroll Services

accounting clean up

Unfortunately, when running a growing business, the bookkeeping often gets hurried or neglected, resulting in inaccuracies and sometimes a backlog.  Sometimes that’s simply because we’re too busy.  And sometimes it’s because we have relied on someone else to do the record keeping and they simply haven’t done it the way it should be done.  And then of course, without accurate and up-to-date financial information available at your fingertips, you risk making the wrong decisions in your business, not collecting money that’s owed to you, paying the wrong amounts of sales and use tax and having little or no control over your finances.

Learn More About Our Accounting Clean Up Services

cloud accounting setup

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