How to read this page
Three services — each with a clear purpose
Some businesses need all three. Most start with one. The right starting point depends on where you are: moving from an old system, already on a cloud platform but not keeping up with bookkeeping, or looking to eliminate manual data entry between tools.
Each service below describes what it includes, who it's for, and what it costs. Pricing reflects standard scope — if your situation is more complex than typical, we'll discuss that before anything starts.
Service 01 · From $2,500 USD
Cloud Accounting Setup & Migration
Move from desktop software, spreadsheets, or a legacy system to a properly configured cloud accounting platform. This is a one-time engagement that sets your books up correctly from the start — platform selection, account configuration, historical data migration, and a training session included.
Full service details
What's included
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Platform evaluation and recommendation
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Chart of accounts configuration
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Historical data migration
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Post-migration accuracy verification
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Team training session on daily operations
Best suited for
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Businesses currently on desktop accounting software
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Teams managing books in spreadsheets
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Companies switching from one cloud platform to another
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New businesses setting up accounting from scratch
Platforms supported
Xero
Suited for growing businesses with multi-currency needs
QuickBooks Online
Wide integration ecosystem, strong US tax support
FreshBooks
Service-based businesses and freelancers
Service 02 · $900 USD / month
Ongoing Cloud Bookkeeping
Monthly bookkeeping handled entirely within your cloud platform. We categorize transactions, reconcile bank feeds, record invoices and vendor payments, and deliver monthly summaries through your platform's native reporting tools. You stay focused on your business — your books stay current.
Full service detailsMonthly tasks included
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Transaction categorization
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Bank feed reconciliation
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Invoice and sales recording
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Vendor payment recording
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Monthly summary via platform reporting
What you get access to
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Up-to-date financial data at all times — not just at month-end
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Clean records your accountant can access directly
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Reconciled bank statements every month
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Fewer surprises at tax time
Practical details
All work done in your platform
No external spreadsheets or files. Everything stays inside your Xero, QuickBooks Online, or FreshBooks account.
Monthly, not quarterly
Bookkeeping done monthly keeps records current — quarterly backlogs are harder to reconcile accurately.
Requires an existing platform
This service assumes you're already on a cloud platform. Pair with Setup & Migration if you're not yet there.
Service 03 · From $1,800 USD
Software Integration & Workflow Optimization
Connect your cloud accounting platform to the other tools in your business — payment processors, POS systems, payroll services, inventory management. We map the data flows, configure automation rules, and test each connection before it goes live. Includes documentation and a walkthrough session.
Full service details
What we configure
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Payment processor connections
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Point-of-sale system integration
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Payroll service connection
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Inventory management sync
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Automated categorization rules
How we approach it
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Map each data flow before touching configuration
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Set up rules and test with real data before going live
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Document the integrated workflow in writing
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Training walkthrough on the connected setup
Scope note
Pricing from $1,800 reflects a single integration or a small set of connected tools. Projects involving multiple complex systems are scoped individually — we'll be clear about what's included before any work starts.
This service works with your existing cloud platform. It can be combined with Setup & Migration if you're moving to the cloud at the same time.
Not sure where to begin?
A few questions to point you in the right direction
Are you still on desktop software or spreadsheets?
Start with Setup & Migration. Getting onto the right platform with a clean configuration is the foundation everything else depends on. Integrations and ongoing bookkeeping both work better when the base is set up correctly.
Already on a cloud platform but not keeping up with the books?
Look at Ongoing Bookkeeping. This assumes your platform is already set up — we step in to handle the monthly recordkeeping so your numbers stay current without drawing on your time or attention.
Spending hours moving data between tools manually?
The Integrations & Workflow service is probably what you need. Connecting your payment processor, payroll, and POS to your accounting platform cuts that work down significantly — often to near zero for the data that was being transferred manually.
Starting a new business from scratch?
A combination of Setup & Migration (to configure the platform) and Integrations (to connect your payment and sales tools) is usually the most effective starting point. We can scope both together to reduce the overall coordination overhead.
Platforms we work with
Three cloud platforms — different strengths
We work across all three major platforms and recommend based on your business type, not on which one we find easier to configure.
Xero
Strong multi-currency handling, intuitive bank reconciliation, and a clean reporting interface. Particularly well-suited to growing businesses and those with international clients or suppliers.
Multi-currency support
Automated bank feeds
800+ integrations
QuickBooks Online
The most widely adopted small business accounting platform. Extensive app marketplace, strong US tax support, and broad accountant familiarity. Often a natural choice when working with US-based advisors.
Large integration marketplace
Strong US tax handling
Payroll built in (US)
FreshBooks
Designed for service-based businesses and freelancers. Simple invoicing, time tracking, and expense management with an interface that's approachable for people without an accounting background.
Invoicing and proposals
Time and expense tracking
Simple, approachable interface
Have a sense of what you need?
Reach out and tell us where you are — current software, what's not working, and roughly what you're hoping to change. We'll come back with a clear picture of what's involved and whether we're a good fit.
Get in touch